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Stifel SightLines Podcast

Stifel SightLines Podcast

By: Stifel Investment Strategy
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About this listen

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

2023 Stifel Investment Strategy
Economics
Episodes
  • Are Precious Metals Signaling Investor Worries?
    Jan 29 2026

    In this episode, we discuss gold’s surge as a potential signal of fiscal trajectory and sovereign-risk concerns, the roles of USD weakness, central bank buying, and ETF inflows.#Gold #FiscalTrajectory #USDollar #CentralBanks #ETFs #SovereignRisk #Markets #SightLines

    To read this week's Sight|Lines, click here.

    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

    See omnystudio.com/listener for privacy information.

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    10 mins
  • Outlook 2026: Rewiring Growth Spotlight No. 3: Our Bear Case and Bull Case Scenarios for 2026
    Jan 23 2026

    In this episode we discuss our 2026 outlook and the bull vs bear scenarios we’re tracking across AI monetization, the consumer, and the policy path. #SightLines #Outlook2026 #AI #Consumer #Policy #Markets #Macro

    To read this week's Sight|Lines, click here.

    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

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    8 mins
  • Outlook 2026: Rewiring Growth: Spotlight No. 2: Our Economic and Market Outlook for 2026
    Jan 16 2026

    In this episode we discuss our 2026 outlook and the rewiring of growth—how AI is shaping productivity and earnings, why inflation may remain above target, what to expect from the Fed, and how these forces could influence markets in the year ahead.

    To read this week's Sight|Lines, click here.

    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

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    8 mins
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