HeyJaredStock Talk
Retirement Focused Investment Stock Talk with Chris Perras, CFA®, CLU®, ChFC® Chief Investment Officer of Oak Harvest Financial Group.Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Dot-Com vs. AI Stock Cycles: “The Optimist” Stock Talk Update September 11, 2026 (opens the original)
Read excerpt
The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong? A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two cycles, today lines up closer to September 1998 than the March 2000 dot-com peak. That doesn’t mean history will repeat. Historical comparisons aren’t forecasts. But it raises an important question: What e
Dotcom Bubble vs. AI Investment: Could the Federal Reserve “Family Fight” End Today’s Enthusiasm? (opens the original)
Read excerpt
What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices? In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can transform the economy without every stock connected to that technology delivering great investment returns. The Internet didn’t fail after the Dotcom crash. It went on to reshape commerce, communication, adv
Living in a Material World: After AI (Dot-Com), What Might Be Next? Stock Talk Update August 28, 2026 (opens the original)
Read excerpt
Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be another AI stock. As companies like Microsoft, Amazon, Google and Meta spend hundreds of billions of dollars building AI infrastructure and data centers, they're also creating enormous demand for something much more physical: electricity, copper, steel, transformers, natural gas, uranium, electrical equipment and the infrastructure needed to connect it
Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026 (opens the original)
Read excerpt
The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher. So why haven't higher rates stopped the stock market? In this episode of Stock Talk, we break down the tug-of-war between corporate earnings and interest rates and explain why earnings growth has been powerful enough, so far, to overcome the pressure of higher Treasury yields. We also look at what could happen next. Using S&P 500 earnings
Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026 (opens the original)
Read excerpt
Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely. In this video, we examine the growing comparison between today’s AI-driven market and the final stages of the dot-com boom. The comparison became even more interesting after the United States and Japan stepped in to support the Japanese yen—an unusual deve
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.