Stifel SightLines Podcast

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

Stifel SightLines Podcast is a business podcast hosted by Stifel Investment Strategy, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Stifel Investment Strategy hosts Stifel SightLines Podcast, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #26

  Second-Quarter Earnings: A High Bar Cleared – Mostly

  Aug 17, 20268 minS8

  In this episode, we revisit our outlook for second quarter earnings and evaluate how results have compared with expectations. We discuss the strength of earnings and revenue growth, the outsized contributions from technology and AI-related investments, and what investors should watch as questions around AI returns and elevated market expectations remain in focus. 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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  Episode #25

  A New Chapter at the Fed: What Two Meetings Have Shown

  Aug 6, 20268 minS8

  In this episode, we explore what has changed at the Federal Reserve under Chair Kevin Warsh. We discuss the Fed’s shift away from forward guidance, increased policy debate, and the implications for investors. 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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  Episode #24

  Coercive Diplomacy: The Managed Off-Ramp Is Proving Bumpy

  Jul 28, 20268 minS8

  In this episode, we discuss the latest developments in the Middle East and what they could mean for investors. We explore the relationship between geopolitical tensions, diplomacy, and markets, and why the road to a lasting resolution may be uneven. 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.

  ListenShow Notes
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  Episode #23

  The Warsh Fed’s Five Task Forces: A Balanced Review and Debate

  Jul 16, 202612 minS8

  In this episode, we discuss how Chair Kevin Warsh is reshaping the Federal Reserve's playbook. From shorter statements and less forward guidance to a comprehensive review of the Fed's key functions, we examine what may change and what it could mean for 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.

  ListenShow Notes
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  Episode #22

  Second-Quarter Earnings: Lofty Expectations

  Jul 9, 202611 minS8

  <p>In this episode, we explore why earnings season matters more than ever. With stocks at record highs and expectations elevated, investors will be looking to see whether strong profit growth can justify the market's optimism. </p> <p>To read this week's Sight|Lines, click here. </p> <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 profi...

  ListenShow Notes

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