
Stifel Investment Strategy Brief Podcast
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Podcast Overview
<p>Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:</p> <ul> <li>Macroeconomic and Geopolitical Insights</li> <li>Analysis of Markets and Related Insights</li> <li>Developing or Fading Investment Themes</li> </ul> <p>A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes.</p> <hr> <p>The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | <a href="http://www.stifel.com/">www.stifel.com</a></p>
Language
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Publishing Since
3/16/2022
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Recent Episodes

July 29, 2026
A Mid-Summer Update: The Middle East, AI, Fed Policy, Earnings, and Market Dynamics
Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy.

June 22, 2026
Possible Middle East Peace: Implications for Our Second Half Outlook
Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy.

May 22, 2026
Investment Strategy Brief | May 2026
Listen to this month's Investment Strategy Brief podcast by Stifel Investment Strategy.
47 total episodes available
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Frequently asked questions
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- What is Stifel Investment Strategy Brief Podcast?
<p>Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:</p> <ul> <li>Macroeconomic and Geopolitical Insights</li> <li>Analysis of Markets and Related Insights</li> <li>Developing or Fading Investment Themes</li> </ul> <p>A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes.</p> <hr> <p>The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | <a href="http://www.stifel.com/">www.stifel.com</a></p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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