Episode
Go Time: Stock Talk Update, Friday March 13, 2026
- Podcast
- Stock Talk
- Published
- Mar 13, 2026
- Duration seconds
- 533
- Processing state
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Summary
I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&P 500. In this update, I revisit the two headwinds and two tailwinds we outlined in our 2026 outlook and explain how rising inflation expectations, volatility tied to the presidential cycle, and a six-month market pause may be setting the stage for the next phase of the bull market. I also break down the latest S&P 500 earnings estimates, historical market behavior, and a fascinating comparison between today’s AI-driven cycle and the late-1990s tech boom. While no market outlook is certain, understanding how earnings growth, sentiment, and historical patterns interact may help investors stay disciplined and focused on long-term planning. Link to FactSet's earnings commentary: https://insight.factset.com/sp-500-earnings-season-update-february-13-2026 About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's per…