Podcasts about Stifel

On this episode the boys are joined by one of the biggest hitters in NHL history and Stanley cup champion, Matt Cooke. He gets into his infamous reputation, some of his most iconic hits, playing with Crosby and much more. Check out our Sponsors!

In this episode, we discuss how investors’ AI optimism will evolve to more defined monitoring for how AI investments translate to profits. 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.

On this episode the boys are joined by one of the toughest players from the 2000s to current day, Milan Lucic. He breaks down his journey back to hockey, playing for Darryl Sutter and much more. Check out our Sponsors!

The Trump administration is building a case for a national housing emergency. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what that could mean for the real estate market. Also discussed: The Bureau of Labor Statistics under fire again Comings and goings at the Fed ahead of a crucial meeting on interest rates Tough negotiations around a new crypto “market structure” bill The Senate looks at the “nuclear option” when it comes to confirmations This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025See omnystudio.com/listener for privacy information.

"Golf With Jay Delsing" features a visit with Wendall Covington, the Executive Director of the VP Community Impact Foundation. Also, a preview of the final day of the Stifel Charity Classic and the latest news and notes from the world of golf.

It is a very busy weekend of sports, Golf, NASCAR, Cardinals plus Mizzou against KU. Tom is joined by NASCAR drivers Christopher Bell, Austin Cindric and Chase Briscoe talking about the race at WWT Raceway. Mizzou Wide Receiver Kevin Coleman Jr. joins Tom Ackerman to talk about the big win against Kansas and his new bag of chips. Stanley Cup Champion and Blues General Manager in waiting Alex Steen joins the show to talk about the upcoming season and what he likes most about the youth.

In Hour 2, Tom Ackerman talks with Stifel CEO Ron Kruszewski about the Stifel Charity Classic, its community impact, and the event's future. Cardinals President John Mozeliak joins to reflect on the Hall of Fame inductions of Walt Jocketty and Edgar Renteria, the ceremony honoring Cardinals legends, and the team's current status including Jordan Walker's performance and player injuries. Sports commentator Bernie Miklasz rounds out the hour with analysis of Missouri's win over Kansas, Illinois' win over Duke, Jordan Walker's walk-off hit, and the latest in college football rankings.

In this episode we discuss how AI is impacting jobs, with some roles reshaped, others emerging, and still others eliminated, with a big opportunity in the area of reskilling. 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.

Send us a textThis week on @Knuckleball Prime Time brought to you as always by The Barn, we're joined by PGA professional, radio host, St. Louis golf ambassador, and now author, Jay Delsing. With the Stifel Charity Classic teeing off this week at Norwood Hills Country Club, Jay gives us an inside look at what makes this event one of St. Louis' premier sports traditions.We dive into Jay's brand-new book You Wouldn't Believe Me If I Told You with a foreword by golf legend Jack Nicklaus, where he shares his journey from growing up in North County and caddying at Norwood as a kid to 25 years on the PGA TOUR. From playing alongside Tiger Woods to flying “Air Nicklaus” and rubbing shoulders with icons like Sean Connery and Steven Spielberg, Jay's stories bring golf history to life.We also break down the unique atmosphere of golf in a baseball and hockey town, what sets Norwood Hills apart, and why St. Louis crowds rival the best in sports. Plus, Jay talks about the tournament's charitable impact, the legends in the field like Ernie Els, Bernhard Langer, David Duval, Stewart Cink and also the O.A.R. concert that make the Classic more than just golf.

"Golf With Jay Delsing" features a visit with Billy Andrade who currently competes on the PGA Champions Tour. Also, the guys will breakdown the US Ryder Cup selections and have a preview of the upcoming Stifel Charity Classic.

Sustainable Stock Picks for August 2025. Includes 12 articles featuring sustainable stock and green bond picks from mostly North America. By Ron Robins, MBA Transcript & Links, Episode 158, August 22, 2025 Hello, Ron Robins here. Welcome to my podcast episode 158, published on August 22, 2025, titled “Sustainable Stock Picks for August 2025.” Before I begin, I would like to inform you that I'm adjusting the release schedule for these podcasts. So, for the foreseeable future, this podcast will be released on the last Friday of every month. Hence, my next podcast will be on September 26th. This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! ------------------------------------------------------------- 12 Best Ethical Companies to Invest in 2025 The first article is by someone who has been on this podcast a few times. His name is Faheem Tahir, and his article is titled 12 Best Ethical Companies to Invest in 2025. It's found on fool.com. The methodology underlying his stock selection is fascinating and impressive. Here's some of what he has to say about it and brief quotes on each of his picks. “To curate our list of the 12 Best Ethical Companies to Invest in 2025, we used Ethisphere's list of ‘World's Most Ethical Companies'. Ethisphere's list relies on its Ethics Quotient, which evaluates companies based on their ethics, compliance, governance, and corporate responsibility across multiple criteria. We then used Insider Monkey's database to assess hedge fund sentiment on the shortlisted stocks. Finally, we ranked the stocks in ascending order based on the number of hedge funds holding stakes in the respective stocks as of Q1 2025. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here.) 12. Autodesk, Inc. (NASDAQ:ADSK) Number of Hedge Funds: 82 On July 23, Loop Capital started coverage on Autodesk with a ‘Hold' rating, setting a $320 price target… Autodesk is a global 3D design, engineering, construction, and entertainment software company, offers cutting-edge tools for everything from infrastructure to animation. 11. Workday, Inc. (NASDAQ:WDAY) Hedge Funds: 85 On July 14, 2025, Workday was selected by Seattle University as its partner… Serving global corporations, universities, and now, government entities, Workday offers AI-driven enterprise cloud applications, particularly for finance, HR, and student segments. 10. Eaton Corporation plc (NYSE:ETN) Hedge Funds: 85 Investor confidence is growing in Eaton Corporation with KeyBanc increasing its price target on the company from $355 to $410… The company has paid dividends every year since 1923… By designing and delivering electrical, hydraulic, and mechanical solutions, Eaton Corporation has made itself a leader in the intelligent power management solutions market, helping industries improve efficiency, safety, and sustainability. 9. Lam Research Corporation (NASDAQ:LRCX) Hedge Funds: 91 On July 21, 2025, UBS increased its price target on Lam Research Corporation from $95 to $120, maintaining a ‘Buy' rating… Lam Research Corporation, serving major foundries and integrated device manufacturers worldwide, manufactures advanced semiconductor processing equipment for chip production. 8. Intel Corporation (NASDAQ:INTC) Hedge Funds: 91 On July 24, 2025, Intel Corporation reported its financial performance for Q2, surprising Wall Street with a revenue of $12.86 billion that beat estimates of $11.92 billion. However, the company reported a net loss of $2.9 billion… Intel Corporation designs and manufactures computing products for tech companies worldwide. 7. Micron Technology, Inc. (NASDAQ:MU) Hedge Funds: 96 With rapid growth acceleration in the space economy, Micron Technology announced the launch of the industry's highest-density, radiation-tolerant SLC NAND flash memory on July 22, 2025. This memory chip is designed to survive space's harsh environment, marked by radiation, extreme temperatures, and vacuum pressure… Micron Technology is the only major U.S.-based memory maker, delivering advanced DRAM, NAND, and NOR solutions with its Micron and Crucial brands. 6. Pfizer Inc. (NYSE:PFE) Hedge Funds: 99 On July 24, 2025, Pfizer finalized the global licensing agreement with 3SBio, Inc…. Leveraging 3SBio's proprietary CLF2 platform, this innovative treatment enhances Pfizer's oncology pipeline and solidifies its competitive edge in cancer research… Operating globally, Pfizer discovers, develops, and sells biopharmaceuticals. 5. ServiceNow, Inc. (NYSE:NOW) Hedge Funds: 106 On July 23, 2025, ServiceNow reported financial results for Q2, beating guidance across all areas… On the same day as the earnings release, Jefferies increased its price target on ServiceNow from $1,025 to $1,150, maintaining a ‘Buy' rating. Stifel also increased its target to $1,200 on the same day. With its Now platform, ServiceNow offers a cloud-based solution for digital workflows globally. 4. Eli Lilly and Company (NYSE:LLY) Hedge Funds: 119 On July 18, Leerink Partners maintained its ‘Buy' rating on the company, citing growth potential through the GLP-1 receptor agonist (GLP-1RA) space… On the same day, Jefferies also maintained a ‘Buy' rating, setting its price target at $1,057… Operating globally, Eli Lilly and Company discovers, develops, and markets human pharmaceuticals. 3. Salesforce, Inc. (NYSE:CRM) Hedge Funds: 140 Salesforce is demonstrating a mixed performance as of the time of writing… Previously, on July 16, 2025, Citizens JMP maintained a ‘Market Outperform' rating on Salesforce with a price target of $430, citing future growth driven by the company's AI and cloud services. Offering Agentforce, Data Cloud, Salesforce Starter, and Tableau, Salesforce provides customer relationship management (CRM) technology, bridging companies and customers. 2. Mastercard Incorporated (NYSE:MA) Hedge Funds: 155 Ahead of its Q2 earnings, Truist decreased its price target on Mastercard Incorporated from $640 to $612, maintaining a ‘Buy' rating, reflecting its continued confidence in the stock… Mastercard Incorporated… offers transaction processing and other related products and services. 1. Visa Inc. (NYSE:V) Hedge Funds: 165 Truist Securities decreased its price target on Visa from $400 to $397, maintaining a ‘Buy' rating. Despite the price target reduction and recent underperformance of the fintech sector, the firm cited optimism regarding the company's strong fundamentals and promising outlook for the fintech sector. Visa is a global payment technology company, offering credit, debit, and prepaid card products, and VisaNet, a transaction processing network.” End quotes. ------------------------------------------------------------- Best Sustainable Companies to Own: 2025 Edition The second featured article is titled Best Sustainable Companies to Own: 2025 Edition. It's by Emelia Fredlick and Leslie P. Norton and seen on morningstar.com. (Note: follow the article link on this podcast episode's webpage to all 83 companies that Morningstar considers the best 2025 sustainable companies.) The article also highlights the three companies below. Here are some brief quotes from the authors. “Morningstar's research finds that the biggest ESG risk is in energy and utilities, with the smallest in technology and real estate. Morningstar Sustainalytics measures this with the Sustainalytics ESG Risk Rating… We didn't include valuations for these (83) companies. Rather, we focused on the criteria that set a company up for success in the long term. So, while not all these names can be considered a buy today, this can serve as a great watchlist… Data Source: Morningstar Direct as of Jun. 30, 2025. 1) RELX RELX UK-based RELX is a global provider of business information, analytics, and decision-making tools for professionals across industries. The firm generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. Morningstar senior analyst Rob Hales assigns RELX a wide Morningstar Economic Moat Rating… Sustainalytics gives RELX an ESG Risk Management Rating of Strong. 2) Danaher DHR Danaher focuses primarily on manufacturing scientific instruments and consumables in the life science and diagnostic industries. The firm aims to accelerate core growth at acquired companies, including Cytiva (formerly GE Biopharma), by making research and development and marketing-related investments… Sustainalytics gives Danaher an ESG Risk Management Rating of Strong. Morningstar senior analyst Julie Utterback assigns Danaher a wide economic moat. 3) Keysight Technologies KEYS Keysight Technologies is the leader in communications testing and measurement solutions. We think it has the strongest and broadest communications testing capabilities in the market across hardware, software, and services. Its wide moat rating, according to Morningstar senior analyst William Kerwin, owes to ‘intangible assets in the design of test and measurement equipment and software and switching costs for its portfolio of solutions.' Because of Keysight's strong ESG reporting and oversight of ESG issues, Sustainalytics gives the company an ESG Risk Management Rating of Strong.” End quotes. ------------------------------------------------------------- Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth The last article I'm covering is by Avisekh Bhattacharjee, for Zacks, and found on nasdaq.com. It's titled Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth. Here are some quotes from his article. “As clean energy technologies evolve, they are set to capitalize on growth opportunities and provide lucrative investment prospects. Our Wind Energy Screen helps identify stocks with high growth potential in this dynamic sector. 1) Arcosa ACA is a well-known provider of infrastructure-related products and services that serve the energy, construction and transportation markets. The company's Engineered Structures business provides wind towers, utility structures and telecommunication structures for wind power generation, electricity transmission and distribution, and wireless communication markets. This Zacks Rank #2 (Buy) company's Engineered Structures business continues to witness strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 2) Dominion Energy D together with its subsidiaries, produces and transports energy in the United States… The company has a portfolio of nearly 30,300 MW of electric-generating capacity, 10,600 miles of electric transmission lines and 79,700 miles of electric distribution lines… By 2035, the Zacks Rank #2 company also intends to make zero and low-emitting resources accountable for 99% of its electric generation. Dominion Energy Inc. (D): Free Stock Analysis Report. 3) Brookfield Renewable Partners BEP owns and operates several renewable power generating facilities. The company's power generating portfolio is comprised of hydroelectric generating, wind facilities and natural gas-fired plants. It has operations in the United States, Canada and Brazil. The Zacks Rank #2 company's exposure in wind and utility-scale solar generation sectors has been enabling it to capitalize on the growing opportunities across the renewable power sectors, with high cash margins and minimum fuel input cost. Brookfield Renewable Partners L.P. (BEP): Free Stock Analysis Report. 4) DTE Energy DTE is a diversified energy company that develops and manages energy-related businesses and services. The company has been investing steadily to enhance its renewable generation assets… Notably, this Zacks Rank #3 (Hold) company plans to reduce carbon emissions of its electric utility operations by 65% in 2028, 85% in 2032 and 90% by 2040 from the 2005 level. DTE Energy Company (DTE): Free Stock Analysis Report.” End quotes. ------------------------------------------------------------- More articles with Sustainable Stock & Bond Picks for August 2025 from around the world. 1. Title: Three Stocks For The Global Energy Transition on finimize.com. By Blair Couper. 2. Title: Unlocking Sustainable Income: Why the CIBC Sustainable Canadian Core Plus Bond ETF is a Must-Have for Resilient Portfolios on ainvest.com. By Wesley Park. 3. Title: Kroger a Top Socially Responsible Dividend Stock With 2.0% Yield (KR) on nasdaq.com. By BNK Invest. 4. Title: Biblically Aligned Fixed Income: The Case for the Inspire Corporate Bond Impact ESG ETF (IBD) in a Shifting Market Environment on ainvest.com. By Isaac Lane. 5. Title: Green Bonds and Sustainable Income Generation: Assessing VanEck Green Bond ETF (GRNB) as a Monthly Distribution Play in a Decarbonizing World on ainvest.com. By Samuel Reed. 6. Title: Enphase Energy: A Best-In-Class Balance Sheet Positioned To Thrive As Rates Decline on seekingalpha.com. By Gustavo Ribeiro. 7. Title: Baker Hughes Named Top Socially Responsible Dividend Stock with 2.1% Yield on ainvest.com. Author name unavailable. 8. Title: This Company Could Be the Amazon of AI Infrastructure on fool.com. By Harsh Chauhan. 9. Title: 11 Best Alternative Energy Stocks to Buy Right Now on insidermonkey.com. By Neha Gupta. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Sustainable Stock Picks for August 2025.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, the release schedule for these podcasts is changing. So, for the foreseeable future, this podcast will be released on the last Friday of every month. So, my next podcast will be on September 26th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

In this episode, we explore the key geopolitical risks—from trade and AI to deficits and conflict—and their impact on 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.

Deals and ideals take center stage in Washington. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro dive into President Trump’s evolving approach to antitrust at home and peacemaking abroad. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025See omnystudio.com/listener for privacy information.

In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode 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.

(00:00-25:40) Cardinal great Matt Holliday joins us. His son Jackson's walk-off winner last night. Feeling pretty good after his surgery. Staying locked into Orioles games. Teaching his son to deal with everything that comes with being a pro athlete. How much did he use scouting and analytics when he played? Does it hurt to snap a bat over your knee? Does he have go-to restaurants in Baltimore? Camden Yards. His thoughts on a possible work stoppage in MLB. Dodging the cutest teammate ever question.(25:48-34:48) Ron Kruszewski of Stifel stops by the studio. The Stifel name all over St. Louis sports. The Stifel Charity Classic coming up next month. The Pro-Ams before the tournament.(34:58-57:21) Victor Scott aka Argo dropped a new album. Which team has more pressure on them, Mets or Yankees? Should we do the show from Sydney? Mt. Rushmore of movies set in Oklahoma. Charlie Marlow dropfest. Brain eating amoebas in LOTO. Kevin Demoff: Professional Liar.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(00:00-25:40) What a Stifel dossier we have today. Adam Waingwright and Matt Holliday will join us. Kissed by the blue devil. Gareth returns. Bullpen collapses lead to celibacy. Those pesky Rockies did it again. Topless coaches. Marmol talking about the bullpen. Audio of Waino on MLB Network defending his take that the Cardinals can be the third wildcard team. Do the Cardinals have a team pet?(25:48-59:04) Does Martin hate Jackson now? Adam Wainwright joins us. Getting Adam's perspective on the disappointing series loss to the Rockies. A broadcasting perspective. His interaction with opposing fan bases. Playing some Mets fan audio from WFAN for Waino. His thoughts on declining attendance. The possibility of a looming work stoppage. Does he think there will be a 2027 season? Adam's fantasy football league benefiting Big League Impact.(59:14-1:16:18) I guess you don't need health insurance, huh? Some Waino pushback in the text inbox. Salary cap and competitive balance conversation. The bottom five payrolls in MLB. Borderline Imus.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stifel President Ron Kruszewski talks the Stifel Charity Classic Golf Tournament full 566 Thu, 14 Aug 2025 19:14:15 +0000 1LBG8FZbQifuq9YkWWFQixtfOjmGic2r comedy,religion & spirituality,society & culture,news,government The Dave Glover Show comedy,religion & spirituality,society & culture,news,government Stifel President Ron Kruszewski talks the Stifel Charity Classic Golf Tournament The Dave Glover Show has been driving St. Louis home for over 20 years. Unafraid to discuss virtually any topic, you'll hear Dave and crew's unique perspective on current events, news and politics, and anything and everything in between. © 2025 Audacy, Inc. Comedy Religion & Spirituality Society & Culture News Government False https://play

Having a weird week, Analyzing our personal vs. professional lives, and the Stifel Charity Classic!- h1 full 2238 Thu, 14 Aug 2025 19:16:30 +0000 g7l8LbdJBZkCEmNbqABER90BPWfyAA9x comedy,religion & spirituality,society & culture,news,government The Dave Glover Show comedy,religion & spirituality,society & culture,news,government Having a weird week, Analyzing our personal vs. professional lives, and the Stifel Charity Classic!- h1 The Dave Glover Show has been driving St. Louis home for over 20 years. Unafraid to discuss virtually any topic, you'll hear Dave and crew's unique perspective on current events, news and politics, and anything and everything in between. © 2025 Audacy, Inc. Comedy Religion & Spirituality Society & Culture News Government False

In this episode we discuss the headwinds and tailwinds shaping today’s markets — from tariff uncertainty and slowing growth to AI optimism and strong profit forecasts. 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.

In this episode of She Reaches, host Tanveer Pujara sits down with Tess Hatch — aerospace engineer, Managing Director at Stifel Venture Bank, and one of today's most influential voices in space investing. Tess has built her career at the intersection of science and business, with experience at Boeing, SpaceX, and Bessemer Venture Partners before joining Stifel. Today, she champions visionary entrepreneurs who are transforming science fiction into reality — from satellite constellations to commercial spaceflight and the deep tech driving the future of our world and beyond. Tune in to hear Tess's unique journey from the engineering floor to the front lines of venture capital, why she's betting big on space as the next great frontier, and how she's working to shape the ecosystem for the next generation of innovation. Tess Hatch (left) and Tanveer Pujara (right)

Investors digest a whirlwind out of the White House, as President Trump faces a vacancy at the Federal Reserve and a legal challenge to his trade agenda. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the latest developments. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025See omnystudio.com/listener for privacy information.

With all the news this week, time to bring on Jim Reber, CEO of ICBA Securities. Be sure you sign up for Stifel's Quarterly Strategy Webinar for Banks at https://stifel.zoom.us/webinar/register/WN_Rk2fDcs1Q2iNsWFfT7iF6A#/registration

Stifel, Tosin www.deutschlandfunkkultur.de, Fazit

In this episode we discuss the upcoming transfer of wealth and how Stifel is supporting the NextGen investor, further informed by our 2025 intern survey. 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.

The men's major championship season might have reached its thrilling conclusion, but there's a chapter yet to be written in the women's game! We bring in 2004 AIG Women's Open champion Karen Stupples both to react to Scottie's victory at Royal Portrush, and to get us fired up for the ladies taking on Royal Porthcawl next week. Grace Kim, the most recent major champion in women's golf, stops by as well to reflect on her run to victory at the Evian Championship and what her goals are for the remainder of the year. Paul Azinger boasts a major title of his own on his impressive golfing resume, but adding the Payne Stewart Award to that list just might be his crowning achievement! Azinger joins the show to share how meaningful it is to receive the award that is the namesake of his dear friend and shares how his Azinger Family Compassion Center is changing lives in South Florida. After a brief detour to Europe, the PGA TOUR returns to U.S. soil with the 3M Open in Minnesota. Hear from Amy Rodgers about how course conditions are shaping up as the focus shifts from majors to making a run in the FEDEXCUP Playoffs. Amongst those looking for a resume boost at the 3M Open is Jake Knapp! Find out what he thinks will take him across the winning threshold this week after several close calls this season. Grace Kim (23:22) Jake Knapp (1:03:34)

In this episode we share our outlook for the second half of 2025, digging into geopolitics, Washington policy, the economy, and the markets. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode 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.

In this episode we unpack June inflation data and some labor market trends to discern when the Fed may cut rates. 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.

President Trump turns up the pressure on Fed Chair Powell. Plus, crypto’s big week short circuits on Capitol Hill. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest in this episode of Potomac Perspective. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025See omnystudio.com/listener for privacy information.

In this episode, we discuss tariffs, inflation/Fed policy, the spending bill, and our outlook for the second half of 2025. 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.

Le sujet :Le rêve d'investir en start-up est séduisant, mais la prudence est de mise, car de nombreux investisseurs y perdent gros. Découvrez comment déjouer les pièges du marché secondaire, qu'il s'agisse des BSPCE, de la liquidité, de la valorisation ou des plateformes.L'invité du jour :Pierre Leroy est Managing Director chez Stifel. Au micro de Matthieu Stefani, il nous dévoile les pièges à éviter avant d'investir dans une start-up non cotée.Découvrez :Ce qu'est le marché secondaireLe gros problème avec les BSPCELes limites des plateformes de crowdequityLes risques liés aux actions de préférenceLes vrais avantages de l'investissement en start-upIls citent les références suivantes :Not So LiquidLes actions de préférenceL'épisode #389 de GDIY avec Nicolas Colin (The Family)On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Sapians de soutenir le podcast.Réalisez votre bilan patrimonial et recentrez vos possibilités d'investissement avec Sapians en suivant ce lien.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Two major narratives unfold — one on Wall Street, the other in Washington. We kick things off with market insight from Richard Bernstein of Richard Bernstein Advisors and Citi's Scott Chronert. Stifel's Brian Gardner breaks down the latest from D.C.. Evercore Chairman Emeritus and BlackRock Co-Founder Ralph Schlosstein weighs in on global M&A and the policy landscape. Plus, Morgan digs deep on the Army's autonomous push. Rocket Lab CEO Peter Beck on space demand and the stock's huge run. 

Earlier this month, Oracle (ORCL) had its best week since 2001 after posting a stellar earnings report. As Jenny Horne explains, the legacy tech company is generating more bullish momentum through an upgrade from Stifel. Its cloud growth is the star of a bullish narrative. Jenny later turns to HP Enterprise (HPE) and Juniper Networks reaching a long-awaited settlement with the Justice Department.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Stifel upgraded Oracle (ORCL) to buy from hold and raised its price target to $250 from $180. The reason? Oracle's cloud growth, which Stifel sees accelerating further. Diane King Hall talks about the company's A.I. prospects and how they paved a path for the stock to hit all-time highs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Our Rick Santelli breaks down the latest on the Fed speculation and its impact. Stephanie Link of Hightower and Keith Lerner of Truist weigh in on the market outlook. Nike earnings hit after the bell, and Oppenheimer's Brian Nagel offers instant analysis on the Dow component. Our Diana Olick breaks down the state of the U.S. housing market, while our Pippa Stevens reports from Brooklyn on a new NYC wind farm project. Defense stocks also in focus, with top picks from Stifel's Jonathan Siegmann. 

This week, Audra is joined by Megan Stifel, chief strategy officer for the Institute for Security and Technology, to discuss how ransomware has evolved from a business nuisance to now a threat to national security. Megan also shares how the United States' overall response to ransomware has the potential to impact the types of attacks faced by its organizations and touches on the need for greater transparency when it comes to international cyber information sharing. Megan Stifel is the Chief Strategy Officer for the Institute for Security and Technology. She is the founder of Silicon Harbor Consultants, which provides strategic cybersecurity operations and policy counsel. Prior to founding Silicon Harbor Consultants, she was an attorney in the National Security Division at the U.S. Department of Justice (DOJ). She most recently served as Global Policy Officer and Capacity and Resilience Program Director at the Global Cyber Alliance. She was previously the Cybersecurity Program Director at Public Knowledge. For links and resources discussed in this episode, please visit our show notes at https://www.forcepoint.com/govpodcast/e337

The Fed’s under more fire from President Trump, the Senate unveils its own “big, beautiful bill” and tensions mount over possible U.S. involvement in the Israel-Iran conflict. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro wade through a pivotal week in politics and policy. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025 See omnystudio.com/listener for privacy information.

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. 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.

In this episode, we discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on the economy and markets. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode 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.

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. 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.

In this episode, we discuss how industry leaders are expressing concerns about our Fiscal Trajectory, the political dynamics at play, and the implications for individual investors when the problem comes to a head in the future. 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.

Is President Trump’s “big, beautiful bill” losing momentum in Congress? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest on taxes, tariffs, and a possible tamp down of regulatory policy. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025 See omnystudio.com/listener for privacy information.

Truist sees one exciting area of Alphabet's business that's getting zero attention or credit. He'll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel's CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump's spending bill. We have the headlines from the White House.

In this episode, we unpack the positive first quarter earnings season and identify potential headwinds going forward. 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.

Megan Stifel, Chief Strategy Officer for the Institute for Security and Technology, joins the Nexus Podcast to discuss the four years of progress and challenges experienced by the Ransomware Task Force. The RTF was created days before the Colonial Pipeline ransomware incident and in a landmark report, laid out 48 recommendations to the industry that included a framework for critical infrastructure organizations that could help deter and disrupt the operations of ransomware gangs. Stifel covers the growth of the task force and which the of the 48 recommendations have been tackled and which remain. Listen and subscribe to the Nexus Podcast on your favorite platform.

In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the markets. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode 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.

In this episode, we discuss the short, medium, and long-term implications of Moody’s downgrade of US debt. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli broke down the latest for stocks amid a slew of headlines out of Washington and Big Tech. President Trump speaking to House Republicans this morning to garner support for his “Big Beautiful Bill” – with particularly strong words around Medicare… More with one policy analyst warning: strap in for a bumpy ride. Plus: the implications for stocks with Stifel's Chief Equity Strategist - who's forecasting a lower S&P by year-end.  Meanwhile, Tesla shares gaining after new comments from CEO Elon Musk around political donations. The team broke it all down – in addition to headlines out of 2 other Mag-7 names: Google, kicking off their annual developers conference, and reports Amazon is might launch a “foldable phone”… In addition to fresh consumer commentary: from Home Depot's promise not to raise prices to what Sara's hearing on the ground at CNBC's CEO Council Summit. Squawk on the Street Disclaimer

In this episode, I share some helpful learnings from discussions I had with industry leaders at Stifel’s Blueprint conference, including insights on the economy, the markets, and industry innovation. 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.

This week's "Golf With Jay Delsing" features all aspects of Norwood Hills CC. The guests will include GM/COO of Norwood Hills, Dane McLaird and their Director of Instruction, Rick Ewing. Also, the show will talk it over with Alonzo Byrd from the Stifel Charity Classic.

A loaded earnings day meets fresh tariff commentary and broader macro uncertainty. Paul Hickey of Bespoke helps break down the market action. Key earnings include Visa, Starbucks, Booking Holdings, Caesars, Seagate, First Solar, and Snap. Stephen Miran, Chairman of the Council of Economic Advisers, weighs in on the evolving trade backdrop and the latest deal talks. Guggenheim's Gregory Francfort breaks down Starbucks, and Stifel's Mark Kelley offers insight into Snap's results and ad spend trends.Charles Schwab's Liz Ann Sonders joins to lay out the macro setup and the setup during the busiest week of earnings. Plus, Super Micro slides on weak preliminary results.