Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions. With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including stock and ETF analysis, 401(k) and retirement o...

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Forfatter

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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Business

Podcastens hjemmeside

redcircle.com

Seneste episode

4. nov. 2026

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Episoder

3-9-2023 – Tips on How to Make Your Investing Goals Realistic 10.03.2023

Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance. (It’s important to make actionable plans to reach your goals.)   Today's Stocks & Topics:  EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or...

3-8-2023 – Can We Expect a 'Rough Road' Ahead for an Undervalued Stock Market? 09.03.2023

After posting extraordinarily strong returns to start the year, the stock market retreated 2.31% in February 2023.   Today's Stocks & Topics:  Housing Market, Tech Companies and a Recession, Retirement Funds, IVOG - Vanguard S&P Mid-Cap 400 Growth ETF, Stocks Buyback, COLB - Columbia Banking System Inc., IYR - iShares U.S. Real Estate ETF, EWRE - Invesco S&P 500 Equal Weight Real E...

3-7-2023 - Best of Caller Questions 08.03.2023

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocati...

3-6-2023 – U.S. Factory Orders Decline 07.03.2023

The Institute for Supply Management reported last week that manufacturing, which accounts for 11.3% of the economy, contracted for a fourth straight month in February. (With the Federal Reserve expected to keep hiking interest rates into summer, a swift turnaround in manufacturing is, however, unlikely.)   Today's Stocks & Topics:  Robotics, Blackstone REIT, Credit Cards, IIPR - Innovative...

3-3-2023 – Could March Be a Pivotal Month for the Oil Market? 04.03.2023

China's economic data is beginning to surprise to the upside-- and U.S. oil demand is starting to improve following a material drop into year-end 2022. (China's economy is rebounding now, and this can only be a positive driver for oil prices-- Russia's oil production reached the pre-sanctions level for the first time in February.)  Today's Stocks & Topics:  DVYE - iShares Emerg...

3-2-2023 – Tips to Avoid Bad Mutual Fund Decisions 03.03.2023

Hundreds of mutual funds deliver lackluster results and come with high price tags and those high fees put a fund at a huge disadvantage over time.   Today's Stocks & Topics:  D - Dominion Energy Inc., PFE - Pfizer Inc., VHT - Vanguard Health Care ETF, Small Cap Funds, Mutual Funds, AZN - AstraZeneca PLC ADR, SILJ - ETFMG Prime Junior Silver Miners ETF, SIL - Global X Silver Miners ETF, Ban...

3-1-2023 – Is It Possible to Balance the Books for Social Security? 02.03.2023

Social Security resembles other government programs because its tax revenues are spent in the year that they are raised.   (Social Security’s benefits expenditures have exceeded its revenue from payroll taxes every year since 2010. The program is already thoroughly in the red.)   Today's Stocks & Topics:  Jobs Market, Electric Cars and Workers, Stocks Buybacks, CE - Celanese Corp., PARA -...

2-28-2023 – Could Reshoring Be the Theme ETF Investors Need? 01.03.2023

In mid-2022, reshoring, onshoring or nearshoring were mentioned in the quarterly earnings calls of around 180 US companies.   Today's Stocks & Topics:  FCX - Freeport-McMoRan Inc., X - United States Steel Corp., AMZN - Amazon.com Inc., Standard Deduction, Buying Gold, and Oil Stocks, EPAM - EPAM Systems Inc., WAB - Wabtec, VNQ - Vanguard Real Estate ETF, RGEN - Repligen Corp., Corporate Bo...

2-27-2023 – China’s Economy Is Looking at a New Wave of 'Japanification' 28.02.2023

Like Japan of the late 1980s, China today, decades later, has also allowed its real economy and the financial system to decouple.   Today's Stocks & Topics:  Apartment Rents, INTC - Intel Corp., PBR - Petroleo Brasileiro S/A ADR, LNG - Cheniere Energy Inc., TECK - Teck Resources Ltd. Cl B, Zero Commission Brokers. The PERSPECTIVE simplifies the investor's understanding of what can be c...

2-24-2023 – Is There a Sure-Fire Route to Investing Success? 25.02.2023

The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity.   Today's Stocks & Topics:  Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermili...

2-23-2023 – Investing in A Time Of 'Polycrisis' 24.02.2023

There is a theory that postulates that since our problems are interconnected and mutually exacerbating, it may be of limited use to focus on one at the expense of others.   Today's Stocks & Topics:  The Global Economy, The Fed, CHPT - ChargePoint Holdings Inc., FANG - Diamondback Energy Inc., BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR, 401k, 529 Plan or Investing on the Side, IBDRY...

2-22-2023 – What Are Option-Income Funds and Are They Here to Stay? 23.02.2023

One expert says that in addition to providing payouts that can reach as high as an annualized 11%, these funds also tend to be somewhat less risky than a stock market index fund.   Today's Stocks & Topics:  Office Landlords, Earnings, VIMAX - Vanguard Mid-Cap Index Fund Admiral, HLT - Hilton Worldwide Holdings Inc., FL - Foot Locker Inc., 401k, Mutual Fund vs. Individual Equities, TSM - Ta...

2-21-2023 - Best of Caller Questions 21.02.2023

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED an...

2-20-2023 - Best of Caller Questions 20.02.2023

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividen...

2-17-2023 - Best of Caller Questions 17.02.2023

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocati...

2-16-2023 – The Labor Market: Looking at the 'Big Picture' 17.02.2023

Big tech, finance, and manufacturing are all cutting jobs and some analysts think there will be a ripple effect.   Today's Stocks & Topics:  Inflation, Secure Act 2.0, National Debt, DVN - Devon Energy Corp., HDSN - Hudson Technologies Inc., CSL - Carlisle Cos., Brokered CD vs. Traditional CD, EMR - Emerson Electric Co., BG - Bunge Ltd., ADM - Archer Daniels Midland Co., Brokerage Accounts...

2-15-2023 – Are Municipal Bonds an Attractive Option for Income Investors? 16.02.2023

As with the rest of the bond market, yields on municipal securities are at their highest levels in many years.   Today's Stocks & Topics:  ORAN - Orange ADR, AOS - A.O. Smith Corp., SUN - Sunoco L.P., TWO - Two Harbors Investment Corp., MPW - Medical Properties Trust Inc., WYNN - Wynn Resorts Ltd., AMKBYA.P. Moeller-Maersk A/S ADR, Markets Shifted, Blackstone, 401k Plans. Our Sponsors: * C...

2-14-2023 – What's the Outlook for Bank Stocks After a Rough 2022? 15.02.2023

A tug of war between recession fears and benefits of higher rates has left bank stocks in limbo.   Today's Stocks & Topics:  Real Estate, Blackstone Real Estate Income Trust Inc (BREIT), LUMN - Lumen Technologies Inc., RNPGX - American Funds New Perspective Fund R6, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Artificial Intelligence (AI), VEOEY - Veolia Environnement S.A. ADR, O...

2-13-2023 – In Isolation, Your Net Worth Statement May Not Tell You Much at First 14.02.2023

Over time, a realistic summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances. Today's Stocks & Topics:  MELI – Mercado Libre Inc., KHC - Kraft Heinz Co., NSSC - NAPCO Security Technologies Inc., Dogs of the Dow on 2023, Inflation, HBI - Hanesbrands Inc.   Justin's PERSPECTIVE concerns the REAL IMPACT of inflation on the "...

2-10-2023 – Could Utilities Be in the Best Growth Environment in Decades? 11.02.2023

Some analysts think that when you combine big macro themes of electrification and clean energy, utilities have growth prospects that can last for a decade or more.   Today's Stocks & Topics:  Inflation Rate, Bear-Market Trap, Social Security, AIT - Applied Industrial Technologies Inc., T - AT&T Inc., CNQ - Canadian Natural Resources Ltd., DSKE - Daseke Inc., ICLN - iShares Global Clean...

2-9-2023 – Can Investors Protect Against Risk That Cannot Be Quantified? 10.02.2023

For investors, there are "knowns" and "unknowns”, and a better understanding of the knowns can produce fewer surprises.   Today's Stocks & Topics:  Disney’s Earnings, Google Search, Ponzi Scheme, UPST - Upstart Holdings Inc., 529 Plan, APD - Air Products & Chemicals Inc., AFG - American Financial Group Inc., LUMN - Lumen Technologies Inc., Strategy Question, Investing Apps,...

2-8-2023 – More than 60% of U.S. REITs Raised Dividends in 2022 09.02.2023

Which sectors did best and is this a potentially smart type of investment?   Today's Stocks & Topics:  The Dollar and Earnings, Banks, Being Your Own Bank, BWXT - BWX Technologies Inc., Portfolio Management, UBVFX - Undiscovered Managers Behavioral Value Fund, Special Purpose Acquisition Company (SPAC), BEAM - Beam Therapeutics Inc., CDNA - CareDx Inc., SBSW - Sibanye-Stillwater Ltd. ADR,...

2-7-2023 – What Are Recession-Resistant Stocks? 08.02.2023

Recession-resistant stocks are stocks of companies whose products and services consumers will continue to purchase no matter the economic climate.   Today's Stocks & Topics:  Why So Many Jobs Do Not Get Fill, Renters Rights, BG - Bunge Ltd., CD Rates, Us Stocks Versus International Growth, PTLO - Portillo's Inc., BOTZ - Global X Robotics & Artificial Intelligence ETF, ETD - Ethan A...

2-6-2023 – Stocks Surged in January but Do They Still Look Undervalued? 07.02.2023

With the economy weakening and monetary conditions still tightening, the easy returns may have been captured already.   Today's Stocks & Topics:  Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic International Corp., JXN - Jackson Finan...

2-3-2023 – What Can We Learn from Earnings Reports, So Far? 04.02.2023

Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street.   Today's Stocks & Topics:  HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ETF, Jobs Report, AVT - Avnet Inc., AHT -...

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