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...

Author

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

Category

Business

Podcast website

redcircle.com

Latest episode

Jul 11, 2026

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Episodes

Using Ratios to Determine If a Stock Is Overvalued or Undervalued 21.06.2025

Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value.  Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola Co., Panic Sell, Tariffs on China Can Affe...

Juneteenth - Best of Caller Questions 19.06.2025

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out...

Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty 19.06.2025

Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program’s future.  Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Social Security Amid Policy and Economic Uncer...

Mid-Year Stock Market Outlook 18.06.2025

Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability.  Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales Subversive Democratic Trading ETF, GOP -...

Trump's Tax Bill Could Raise Taxes on Foreign Companies 17.06.2025

There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump’s tax bill that could impose steep new taxes on foreign investors.  Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NUE - Nucor Corp., LMT - Lockheed Marti...

Investors Eye Latin America for Wall Street Diversification 14.06.2025

Investors are increasingly looking to Latin America for attractive yields and diversification because the region’s strong currencies and unique economic narratives present new opportunities outside the U.S. market. Today's Stocks & Topics: USB - U.S. Bancorp, Market Wrap, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Investors Eye Latin America for Wall Street Diversification, XOM...

The Bull Case for Stocks Is Growing on Wall Street 13.06.2025

There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks.  Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundamental International Equity ETF, Ted Cruz O...

Which US Stock Sectors Face the Greatest Risk from Tariffs? 12.06.2025

Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage.  Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market Wrap, AMGN - Amgen Inc., Which US Stock...

3 Tricky Decisions Every Retirement Plan Must Address 11.06.2025

Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity.  Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buying Annuities, PHM - PulteGroup Inc., SPG...

Drop in International Tourism Hits U.S. Economy and Local Jobs 10.06.2025

Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S.  Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Economy and Local Jobs, Alternative Investm...

Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes 07.06.2025

Facing rising prices, many Americans are scaling back or changing their summer travel and leisure plans to save money and avoid financial strain.  Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, CUBE – Cube Smart, EXR - Extra Space Storage Inc., PSA - Public Storage, Current Bond Market, Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes,...

What Homeowners Need to Know Before Borrowing Against Home Equity 06.06.2025

Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value.  Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Large, Mid or Small Caps, PCTY - Paylocity H...

Aviation Takes Off Despite Global Economic Challenges 05.06.2025

The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand.  Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Good News About 401k, AFG - American Financ...

Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials 04.06.2025

A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households.  Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials, WOLTF - Wo...

How Often Should You Switch Savings Accounts for 5% Yields? 03.06.2025

Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table.  Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - Apple Inc., Treasure Yields and The Dolla...

More Economists Now Predict Home Prices Will Drop in 2025 31.05.2025

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year.  Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy Inc., NU - Nu Holdings Ltd. Cl A, Curre...

Japan Bond Yield Surge Raises Carry Trade Unwind Concerns 29.05.2025

Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets.  Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - VanEck Semiconductor ETF, APH - Amphenol Cor...

3 Measures of Risk That Affect Your Portfolio 28.05.2025

Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices.  Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar General Corp., History of Asian Investors, FLJP...

How to Retire with Little Savings 28.05.2025

Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more.  Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources Inc., Canadian Mutual Funds, Setting a Li...

Best of Caller Questions - Memorial Day 2025 26.05.2025

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out...

Institutional Crypto Adoption Depends on Solving Risk Management Challenges 24.05.2025

The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets.  Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adoption Depends on Solving Risk Management Ch...

China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps 23.05.2025

China’s fossil fuel production declined in April, but year-on-year output of natural gas, crude oil, and coal still rose— as the government prioritized supply security despite falling prices.  Today's Stocks & Topics: MJ - Amplify Alternative Harvest ETF, Market Wrap, China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps, Real Estate Co-Op, FANG - Diamondback Energy Inc.,...

Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money 22.05.2025

Moody’s downgrade of the U.S. credit rating to Aa1 is expected to push up borrowing costs for consumers-impacting mortgage, auto loan, and credit card rates-while highlighting growing fiscal challenges for the nation.  Today's Stocks & Topics: FRSH - Freshworks Inc. Cl A, Market Wrap, FRSH - Freshworks Inc. Cl A, DG - Dollar General Corp., Moody’s U.S. Credit Rating Downgrade: What It Mean...

Restart of Student Loan Repayments Could Squeeze Consumer Spending and Slow Economic Growth 21.05.2025

The resumption of federal student loan payments is reducing consumers’ purchasing power, leading to tighter household budgets and potentially dampening economic growth due to lower consumer spending.  Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, TEVA - Teva Pharmaceutical Industries Ltd. ADR, UPS - United Parcel Service Inc. Cl B, VRNA - Verona Pharma PLC ADR, Res...

Why Real Estate and Gold Aren’t Always the Best Long-Term Investments 19.05.2025

While many Americans favor real estate and gold as top long-term investments, financial advisors explain why stocks typically offer higher returns and greater diversification.  Today's Stocks & Topics: ORI - Old Republic International Corp., Market Wrap, Why Real Estate and Gold Aren’t Always the Best Long-Term Investments, ASPI - ASP Isotopes Inc., O - Realty Income Corp., Minerals and Mo...

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