In this episode we discuss the U.S. fiscal trajectory and the need for a fiscal transition.

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.

In this episode we turn our attention away from short term issues and focus on the long term with a discussion of our report From Vision to Value: Our Long Term Investment Themes.

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.

With the election coming up, investors are on edge, focused on the near term. But in this episode, we look past the election to issues important to our future, like military conflict, U.S.-China competition, and our government's fiscal trajectory.

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.

In this episode, we discuss how global risks like middle east wars and weak economies put the U.S. at risk of recession…and weaker markets.

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.

In this episode, we unpack the results of the Fed’s September meeting, discussing how this first half point rate cut may affect the economy and markets going forward.

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.

In this episode, we review the latest inflation reports and what they mean for Fed policy, recession, and a possible market correction.

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.

In this episode, we unpack the second quarter 2024 earnings season, focusing on the positive results and other macro learnings on artificial intelligence and a possibly slowing consumer.

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.

In this episode, we discuss positive and negative forces influencing the equity markets, and the prospect of a breakout move, in one direction or the other.

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.