Stock Talk

Is the 2026 bull market still intact, or is the harder part of the ride just beginning? In this Stock Talk preview, I walk through Oak Harvest’s Second Half 2026 Market Outlook livestream and explain what investors may want to watch as we move into the back half of the year, including S&P 500 earnings growth, interest rates, inflation expectations, energy prices, AI-driven capital spending, potential Federal Reserve policy changes, and the risk of renewed market volatility. I’ll also preview why our team believes the bull market may remain supported by strong corporate earnings and contained rates, while also acknowledging important headwinds such as slowing earnings growth, a new Fed chairman, and comparisons to the late 1990s technology cycle. Join Troy Sharpe, Charles Scavone, and me live on Tuesday, June 23, 2026, at 6:00 PM Central as we discuss stocks, bonds, energy, valuations, portfolio positioning considerations, and live Q&A in a fair and balanced, educational format. https://click2retire.com/2h2026-register Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

A Key Risk for 2026 emerged quickly. What sparked the sudden market pullback, and how should investors should think about it calmly and clearly? I discuss the impact of renewed tariff tensions, shifting inflation expectations, and why the VIX moved sharply higher, along with what the options and insurance markets may be signaling beneath the surface. Most importantly, I explain why periods of elevated volatility often create opportunity for long-term investors, even when the headlines feel unsettling. This is not about predictions or panic, but about understanding market structure, managing expectations, and staying patient as we move through a fast and emotional start to the year. 📅 Join us live on January 29, 2026, as we unveil our full 2026 Market Outlook with Troy, Charles, and myself. Feel free to send in questions ahead of time if there are specific topics you’d like us to address. https://click2retire.com/Register-1h-2026-mos 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 perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Patience may matter more than usual for investors in 2026. Our investment team remains constructive on equities this year, but we expect increased market volatility, especially in the first half of the year. I review historical stock market drawdowns, presidential election cycle data, Federal Reserve transitions, inflation seasonality, and earnings growth expectations to explain why 2026 may be a more uneven investing year. I also discuss why staying disciplined and avoiding emotional decisions can be important during volatile markets, even when long-term fundamentals remain supportive. We will continue covering our 2026 outlook in upcoming videos. Join Troy, Charles, and me for our live 2026 Market Outlook on YouTube on January 29, 2026. Sign up to attend that here: https://click2retire.com/Register-1h-2026-mos 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 perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning. In this episode, the investment team at Oak Harvest Financial Group shares its perspective on what investors may face in 2026, including the role of corporate earnings growth, valuation considerations, interest rates, and the likelihood of increased market volatility. We discuss: Why earnings growth is a key long-term driver of stock market performance What current consensus forecasts suggest for S&P 500 earnings How productivity gains, including AI adoption, may impact corporate margins Why periods of higher volatility have historically created both risk and opportunity How historical market cycles may provide context — not predictions — for future market behavior This video is intended to provide market context and education, not forecasts or guarantees. Markets do not move in straight lines, and outcomes can differ significantly from expectations. Our goal is to help investors think more clearly about risk, discipline, and long-term decision-making — especially during uncertain or volatile periods. 📅 Join our 2026 Market Outlook Livestream on January 29, 2026, where we will further discuss the factors shaping today’s markets and what long-term investors may want to consider. 👤 About Chris Perras, CFA®, CLU®, ChFC® — Chief Investment Officer Chris Perras serves as Chief Investment Officer at Oak Harvest Financial Group, where he leads investment strategy and directs the firm’s research efforts. With decades of experience in financial markets, Chris is responsible for developing Oak Harvest’s core market outlook and guiding portfolio strategy for clients. Chris completed his undergraduate studies at Georgia Tech and earned his MBA from Harvard Business School. Driven by a commitment to professional excellence, he holds multiple advanced designations, including Chartered Financial Analyst (CFA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). Chris also hosts Oak Harvest’s weekly vlog and podcast, Stock Talk, where he discusses market trends, economic developments, and investment concepts to help investors stay informed and engaged. 🎙️ About Stock Talk Stock Talk is a weekly vlog and podcast that shares the Oak Harvest Financial Group Investment Team’s perspective on the stock market, the economy, and investing. Hosted by Chief Investment Officer Chris Perras, each episode combines market discussion with investor education to help viewers stay connected to their financial lives. New episodes are released weekly. 📞 Retirement Planning Support Do you need a retirement plan that goes beyond asset allocation — one designed around your retirement vision and legacy? You can schedule a complimentary visit by calling 877-896-0040 or by visiting: 👉 Click2retireclick2retire.com/lets-connect ⚠️ Important Disclosures Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation but does not warrant that such information is correct, complete, accurate, or timely. References to third-party analysts or data sources should not be viewed as an endorsement of their views or recommendations. Investors should conduct their own research before making investment decisions. The views and opinions expressed are subject to change without notice. Nothing presented constitutes personalized investment, tax, or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment, and results for individual investors will differ. Any strategies discussed may not be suitable for all investors. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 0:00 Why 2026 Matters for L

Markets have gone up since Covid, but the ride has been anything but smooth. In this video, I break down why market pullbacks are not rare events, how often investors should expect volatility, and why even strong bull markets can feel uncomfortable along the way. If you have ever wondered why markets seem to fall more often than headlines suggest, this will give you important perspective. You will also get a sneak peek into how our Oak Harvest investment team is thinking about the road ahead into early 2026. I share the key tailwinds and headwinds we are watching, why earnings matter more than headlines, and why next year may bring more opportunity and more volatility than many investors expect. 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 perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Over the past decade, the “Magnificent 7” stocks grew rapidly by operating relatively asset-light businesses. But today, these same companies are allocating unprecedented amounts of capital to chips, servers, data centers, electricity, real estate, and AI infrastructure. My goal in this video is to give you clear context around these spending trends, how they compare to past investment cycles, and why investors are raising new questions about sustainability and long-term returns. What if I told you the shape of today’s economy might explain why some Americans feel prosperous while others feel like they are falling behind? In this episode of Stock Talk, I break down why economists are calling this a K shaped recovery and what that really means for consumers, workers, and long term investors. Over the years, commentators have tried simplifying economic cycles with shapes like V or W. But what we are experiencing today looks very different, and the divergence in outcomes between groups is becoming clearer every month. In this week’s discussion, I share what I’m hearing from hundreds of corporate earnings calls, how spending patterns are shifting, and what these changes might signal for markets going forward. My goal is to provide a calm, educational perspective so you can better understand the environment you are planning and investing in. 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 perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free visit: https://click2retire.com/lets-connect Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.