{"podcast":{"title":"Stock Talk","slug":"stock-talk-5318189","podcast_index_feed_id":5318189,"rss_url":"https://feed.podbean.com/oakharvest/feed.xml","website_url":"https://oakharvest.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/3936252/Update_Stock_Talk_Artwork_08-Feb-26_3000x3000bkecv.png","author":"Oak Harvest Financial Group","episode_count":100,"summary":"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. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.","last_synced_at":"2026-06-13T06:21:15.322640+00:00","page_url":"https://stenobird.com/podcast/stock-talk-5318189"},"episode":{"title":"1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026","slug":"1q26-risks-inflation-rising-stock-market-update-friday-january-30-2026","published_at":"2026-01-30T18:15:04+00:00","page_url":"https://stenobird.com/podcast/stock-talk-5318189/1q26-risks-inflation-rising-stock-market-update-friday-january-30-2026","show_page_url":"https://stenobird.com/podcast/stock-talk-5318189","url":"https://oakharvest.podbean.com/e/1q26-risks-inflation-rising-stock-market-update-friday-january-30-2026/","audio_url":"https://mcdn.podbean.com/mf/web/qdv6w2uyk48n5qs2/Stock_Talk_1-30_Audio_Only8js1g.mp3","summary":"Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning signs for a choppy first quarter. Today I'm revisiting why our team expected inflation to cool faster in 2025, driven by easing shelter costs, slowing wages, and productivity gains from AI, while also explaining why goods inflation may reaccelerate short term due to tariffs, reshoring, and higher input costs. I share what’s keeping me up at night over the next few months, why a potential February Tax Day pullback wouldn’t end the bull market, and why we’d view it as one of the few real buying opportunities of the year. Elevated volatility creates discomfort, but historically, it also can create opportunity. Our team at Oak Harvest Financial Group is focused on helping long-term investors stay patient, prepared, and positioned no matter what 2026 throws our way. 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'…","meta_description":"Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning signs f…","key_points":[],"chapters":[],"topics":[],"duration_seconds":401,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stock-talk-5318189/episodes/1q26-risks-inflation-rising-stock-market-update-friday-january-30-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stock-talk-5318189/1q26-risks-inflation-rising-stock-market-update-friday-january-30-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}