Stifel SightLines Stifel SightLines Podcast Playlist by Stifel SightLines Stifel’s SightLines is a weekly podcast focusing on a key topic or two relevant in the current environment. The views expressed in this podcast may not necessarily reflect the views of Stifel Financi... More Follow the podcast: Google Podcasts Spotify RSS feed 43 clips in playlist Heading Back to Another Normal: Fiscal Policy In this episode, we discuss how transition will play an important role in our 2022 outlook, focusing on fiscal spending in this session. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affilia... 07:45 Nov 19, 2021 5:26 PM CLEAN Heading Back to Another Normal: Monetary Policy In this episode, we discuss our thinking as we develop our outlook for 2022, which will anchor on the idea that next year will be a period of transition, and what that mean’s for the Fed’s monetary policy. To read this week's SightLines, click here. The views expressed in this podcast may not n... 08:41 Nov 12, 2021 5:06 PM CLEAN Stagflation? In this episode, we discuss the risk of stagflation, meaning higher inflation and sluggish growth, and the related investment considerations. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its af... 06:16 Nov 5, 2021 6:46 PM CLEAN Inflation Risks: Investment Implications In this episode, we review the details of recent, higher inflation, some indications that inflation will be transitory, potential signals of sustained higher inflation, and associated investment implications. To read this week's SightLines, click here. The views expressed in this podcast may no... 07:13 Oct 27, 2021 6:20 PM CLEAN A Recap of Recent Guidance In this episode, we review our work over the last few months and how those topics weave together. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This commu... 05:30 Oct 15, 2021 5:26 PM CLEAN Big Tech Market Dominance and Higher Valuations In this episode, we discuss how the S&P 500 Index has evolved, including how these changes have influenced market valuation metrics. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates ... 06:09 Oct 8, 2021 1:44 PM CLEAN Higher Rates: A Double-Edged Sword In this episode, we review the drivers of increasing interest rates, and what higher rates might mean for borrowers and investors. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (c... 09:16 Oct 1, 2021 6:37 PM CLEAN Fed Update: Taper Coming Soon In this episode, we review the results, and learnings, of the most recent Fed meeting and what that means for Fed policy looking forward. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affili... 07:00 Sep 24, 2021 3:24 PM CLEAN Risks to the Stock Market In this episode, we explore where stocks are headed from here, reviewing valuation levels, risks, and tailwinds to this market.. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (col... 07:11 Sep 17, 2021 7:53 PM CLEAN Headwinds to the Jobs Recovery? In this week’s episode, we focus on the headwinds and tailwinds to further recovery in employment. To read this week's SightLines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This comm... 06:07 Sep 10, 2021 6:29 PM CLEAN Load more Powered by Omny Studio is the complete audio management solution for podcasters and radio stations © 2021 121cast Pty Ltd. Terms of Service | Privacy Policy | Listener Privacy Policy | Copyright Policy (DMCA).