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Stifel SightLines Podcast

Stifel SightLines Podcast

By: Stifel Investment Strategy
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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
  • Global Impacts of the U.S./Israel-Iran Conflict
    Mar 27 2026

    In this episode, we discuss how it is important to prepare for an extended conflict in the middle east, and how such a prolonged conflict may impact our lives…and our 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.

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    12 mins
  • The Fed Holds Rates Steady As Financial Conditions Tighten And Markets Further React to the Conflict
    Mar 20 2026

    In this episode we discuss how markets are reacting to fast moving military actions in the Middle East, with the Fed feeling pressure to hike AND cut rates. We unpack the recent Fed meeting, the latest market reactions to tht conflict, and implications for future Fed policy.

    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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    11 mins
  • Unpacking Motivations: Four Scenarios to an End to the War With Iran
    Mar 13 2026

    In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We’ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party and share our probability-weighted views on the path forward for global markets. Check out Sight|Lines to unpack these events.

    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
    7 mins
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