Stifel SightLines Podcast
By Stifel Investment Strategy
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Episodes: 100
Description
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 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 | www.stifel.com
| Episode | Date |
|---|---|
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Geopolitical Risk as a New Normal: Investing in a More Fragmented World
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May 22, 2026 |
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AI and the Future of Work: Efficiency, Demand, and the Jevons Effect
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May 14, 2026 |
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Artificial Intelligence: From Promise to Measured Impact
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May 08, 2026 |
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UAE Leaves OPEC: The Rising Role of the U.S. in Global Energy Markets
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May 01, 2026 |
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The Kevin Warsh Nomination: The American Process Is Working
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Apr 24, 2026 |
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Iran Conflict: The Hidden Shortages That May Matter Most
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Apr 17, 2026 |
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An Update on Private Credit
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Apr 08, 2026 |
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Global Impacts of the U.S./Israel-Iran Conflict
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Mar 27, 2026 |
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The Fed Holds Rates Steady As Financial Conditions Tighten And Markets Further React to the Conflict
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Mar 20, 2026 |
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Unpacking Motivations: Four Scenarios to an End to the War With Iran
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Mar 13, 2026 |
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Iran Conflict: What Happened, and What It Means for Markets
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Mar 06, 2026 |
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Meme Trades, Media Amplification, and Recent “AI Scares”
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Feb 27, 2026 |
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Policy Execution and Reform Support Japan Equities
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Feb 20, 2026 |
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AI Optimism Abounds, but Some Industries Are Punished with Indiscriminate Selling
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Feb 13, 2026 |
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The Nomination of Kevin Warsh: His Leadership and Approach May Smooth Out How We Experience Risk
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Feb 05, 2026 |
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Are Precious Metals Signaling Investor Worries?
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Jan 29, 2026 |
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Outlook 2026: Rewiring Growth Spotlight No. 3: Our Bear Case and Bull Case Scenarios for 2026
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Jan 23, 2026 |
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Outlook 2026: Rewiring Growth: Spotlight No. 2: Our Economic and Market Outlook for 2026
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Jan 16, 2026 |
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Outlook 2026: Rewiring Growth Spotlight No. 1: A Brief Summary
|
Jan 08, 2026 |
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AI at Home and at Work: Signs of Real Impact
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Dec 22, 2025 |
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The Fed Cuts Rates… And Signals a Possible Pause
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Dec 12, 2025 |
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A Diversity Of Thinking: The Fed Will Debate, But Will It Cut?
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Dec 05, 2025 |
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U.S. Reshoring and Nearshoring: A Sustainable Economic Tailwind
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Nov 20, 2025 |
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A Credit Market Check-In: Limited Risks or Systemic Issues?
|
Nov 06, 2025 |
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The Job Market Is Cooling, Not Collapsing
|
Oct 31, 2025 |
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Third Quarter Earnings: Signs of Trouble or Resilience?
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Oct 20, 2025 |
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Don’t Wait for the Pullback: Steps to Take in a Resilient Market
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Oct 10, 2025 |
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What if the Fed Disappoints? Consider the Market Implications
|
Oct 03, 2025 |
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Artificial Intelligence in the Digital Realm: Security and Finance
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Sep 24, 2025 |
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Artificial Intelligence in Healthcare: Early Results and Future Potential
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Sep 19, 2025 |
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Artificial Intelligence as a New Tailwind: Productivity, Power, and Profits
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Sep 12, 2025 |
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Artificial Intelligence in Focus: Will AI Replace Work – Or Rewire It?
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Sep 05, 2025 |
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Relating Issues in the Current Environment: Stifel’s Geopolitical Risk Dashboard
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Aug 21, 2025 |
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Navigating Crosswinds: The Struggle Between Risk and Resilience
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Aug 07, 2025 |
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Learning From Next Generation Investors: Stifel's 2025 Intern Survey
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Jul 28, 2025 |
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Inflation Firms a Little, but Softening Job Market Data May Still Lead to Fed Cuts
|
Jul 17, 2025 |
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Our Second Half Outlook: Animal Spirits Are Proving to Be a Driving Force in 2025
|
Jul 10, 2025 |
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Middle East War: Risks of Further Escalation, Higher Inflation, and Economic/Market Fallout
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Jun 18, 2025 |
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Labor Market Firm and Inflation Cooling: When Will the Federal Reserve Cut Rates?
|
Jun 12, 2025 |
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U.S. Fiscal Challenges: Growing Spotlight on an Unsustainable Path
|
Jun 05, 2025 |
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Strong Q1 Earnings, but Are We Seeing the First Cracks?
|
May 30, 2025 |
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U.S. Debt May Be “Money Good” For Now But the Downgrade is Another Negative Signal
|
May 22, 2025 |
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Helpful Insights from Stifel’s Blueprint Conference: The Economy, Markets, and Innovation
|
May 16, 2025 |
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Negative Headlines Threaten Confidence, but U.S. Resilience May Prevail
|
May 08, 2025 |
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Trump 2.0’s First 100 Days: Actions, Uncertainty, and Mixed Data
|
May 02, 2025 |
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Reflections on Equity Market Volatility
|
Apr 24, 2025 |
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Unpacking the Market Dynamics of Tariffs, Inflation, and Recession Fears
|
Apr 17, 2025 |
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The Tariff Pause Highlights How Trump’s Trade War Is Much About U.S.-China Competition
|
Apr 11, 2025 |
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Trade Policy Clarity, Economic Uncertainty: The Investment Implications of President Trump’s “Liberation Day”
|
Apr 04, 2025 |
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Economic and Market Insights From the March Federal Reserve Meeting
|
Mar 20, 2025 |
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Animal Spirits Are in Focus: A Look at Some Soft and Hard Data
|
Mar 13, 2025 |
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While Some Caution Is Warranted, There’s No Need for Panic
|
Mar 06, 2025 |
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Signals From the Noise: How Our 2025 Base Case Might Unfold
|
Feb 27, 2025 |
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Putting Our Bull Case Scenario in Focus: Investment Topics for Optimistic Investors
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Feb 20, 2025 |
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Putting Bear Case Scenarios in Focus: Investment Ideas for Times of Trouble
|
Feb 13, 2025 |
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DeepSeek, AI, and U.S.-China Competition
|
Jan 31, 2025 |
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Outlook 2025 Spotlight No. 3: The World in 2035: From Vision to Value
|
Jan 24, 2025 |
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Outlook 2025 Spotlight No. 2: Our Outlook for the Year
|
Jan 17, 2025 |
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Outlook 2025 Spotlight No. 1: A Brief Summary
|
Jan 10, 2025 |
|
The Federal Reserve Signals a Slower Rate Cut Cycle
|
Dec 20, 2024 |
|
Year-End Reflections
|
Dec 13, 2024 |
|
The Shift in Government May Impact Earnings in 2025
|
Dec 06, 2024 |
|
Tariffs, Inflation, and Federal Reserve Policy: Slow and Steady
|
Nov 25, 2024 |
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Looking Further at the Implications of the 2025 Transition of Power in Washington, D.C.
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Nov 15, 2024 |
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Republicans Win Big in 2024: Economic and Market Implications
|
Nov 08, 2024 |
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Positive Economic Results May Be Giving Way to a Slowdown Soon
|
Nov 01, 2024 |
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2024 U.S. Elections Are Close, What Does That Mean for Investors?
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Oct 25, 2024 |
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The U.S. Debt Trajectory: The Need for a Fiscal Transition
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Oct 18, 2024 |
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An Update – From Vision to Value: Our Long-Term Investment Themes
|
Oct 11, 2024 |
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After the Election: Challenges and Opportunities
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Oct 04, 2024 |
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Heightened Geopolitical Risk and a Slowing Global Economy Threaten the Soft Landing
|
Sep 27, 2024 |
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The Federal Reserve Cuts Rates 50 Basis Points: “Threading the Needle” Will Be Tough
|
Sep 20, 2024 |
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Will Rate Cuts Be Enough to Sustain the Bull Market, or is a Bear Market Inevitable?
|
Sep 13, 2024 |
|
Reprise: Get Ready for Market Volatility, In One Direction or the Other
|
Sep 06, 2024 |
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A Positive Earning Season
|
Aug 16, 2024 |
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Softer economic data roils markets: Setting up for a breakout market
|
Aug 09, 2024 |
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The U.S. Elections Take Shape: Investment Implications
|
Aug 02, 2024 |
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The U.S. Elections Take Shape: Platform and Policy Implications
|
Jul 25, 2024 |
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The Speed of Market Rotation: Staying the Course
|
Jul 19, 2024 |
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Markets Are Poised for Rotation: What To Do, and Not To Do
|
Jul 11, 2024 |
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One Headwind to AI Optimism: The Looming U.S. Fiscal Transition
|
Jun 28, 2024 |
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The 2024 Global Election Supercycle: Implications for the U.S. Elections
|
Jun 21, 2024 |
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The Fed Sees Improving Inflation Yet Signals Higher Rates Through 2024
|
Jun 14, 2024 |
|
The U.S. Dollar as the World’s Reserve Currency: Secure in the Near Term, But…
|
May 31, 2024 |
|
Learnings From the Stifel Blueprint Conference
|
May 23, 2024 |
|
Putting Behavioral Finance in the Palm of Your Hand: The Stifel Financial ID
|
May 09, 2024 |
|
Inflation, the Federal Reserve, and Higher for Longer Trigger Weak April Market Performance
|
May 02, 2024 |
|
The Protectionist Vote: How Are Elections Shaping Global Trade?
|
Apr 25, 2024 |
|
First Quarter Earnings Season: Insights Into Forward Guidance
|
Apr 18, 2024 |
|
AI Will Change Our Future; It’s Transforming Our World Today
|
Apr 11, 2024 |
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A Strong First Quarter 2024: We’re (Still) Watching for a Slowdown
|
Apr 05, 2024 |
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No March Change in Monetary Policy Will the Federal Reserve Paint Itself into a Corner?
|
Mar 25, 2024 |
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The Ides of March: Watching for a Slowdown
|
Mar 15, 2024 |
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The 2024 Election Supercycle Brings Into Focus an Evolving World Order
|
Mar 08, 2024 |
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Equities Have a Strong Start in 2024, Warranting a Further Focus on Earnings
|
Mar 01, 2024 |
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The Federal Reserve's January Meeting Minutes Highlight Strengths and Vulnerabilities
|
Feb 23, 2024 |
|
Firming Consumer Inflation Renews Focus on the Federal Reserve And Earnings
|
Feb 16, 2024 |
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Maintaining Composure During An Election Year
|
Feb 09, 2024 |
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Spotlight No. 5: Outlook 2024: Embracing Change The AI Revolution
|
Feb 02, 2024 |
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Spotlight No. 4: Outlook 2024: Embracing Change Geopolitical Risk Dashboard: A New World
|
Jan 26, 2024 |