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

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

8 Essential Financial Ratios Every Investor Should Know 27.12.2024

Investors can evaluate potential stock investments by analyzing key metrics like earnings per share, price-to-earnings ratio, and return on equity.   Today's Stocks & Topics: FIS - Fidelity National Information Services Inc., Market Wrap, INTC - Intel Corp., 8 Essential Financial Ratios Every Investor Should Know, COST - Costco Wholesale Corp., 401k and Tax Impact, Options Market, OXY - Oc...

Best of Caller Questions - Christmas Day 26.12.2024

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: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space,...

Best of Caller Questions - Christmas Eve 25.12.2024

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: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's De...

New Retirees May Need to Rethink the 4% Rule 24.12.2024

Due to lower anticipated returns on stocks, bonds, and cash, experts are projecting a lower "safe" withdrawal rate.   Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, ET - Energy Transfer LP, ODFL - Old Dominion Freight Line Inc., New Retirees May Need to Rethink the 4% Rule, EQT - EQT Corp., CTRA - Coterra Energy Inc., The Fed, MU - Micron Technology Inc., IIPR - Inno...

China Sees Record $45.7 Billion Capital Outflow in November 21.12.2024

China's capital markets experienced a record net outflow of $45.7 billion in November, marking the largest monthly deficit in this category.  Today's Stocks & Topics: LDOS - Leidos Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., TRIP - Tripadvisor Inc., China Sees Record $45.7 Billion Capital Outflow in November, IIPR - Innovative Industrial Properties Inc., Key Benchmark Number...

Expert Tips for Saving Money During the Holiday Season 20.12.2024

As the holiday season approaches, there are valuable strategies to help consumers navigate festive spending without breaking the bank.   Today's Stocks & Topics: DHR - Danaher Corp., NKE - Nike Inc. Cl B, Market Wrap, MU - Micron Technology Inc., Expert Tips for Saving Money During the Holiday Season, Covered Calls, DOW - Dow Inc., ETFs Analysis, Liquidity Numbers, IONQ - IonQ Inc., OKE -...

Dow Jones Faces Longest Losing Streak Since 1978 19.12.2024

Investor caution, ahead of the Federal Reserve's coming interest rate decision, is the probable trigger for eight consecutive days of losses in the Dow Jones Industrial Average.   Today's Stocks & Topics: MTW - Manitowoc Co., CIVI - Civitas Resources Inc., Oil, Protect Yourself from Identity Theft, DHI - D.R. Horton Inc., KBH - KB Home, DRIP Stocks, HSY - Hershey Co., The Fed and Inter...

Protect Yourself from Identity Theft 18.12.2024

With identity theft on the rise, it's crucial to take proactive steps to safeguard personal information.  Today's Stocks & Topics: AAON - AAON Inc., Market Wrap, Covered Calls, VLTO - Veralto Corp., Protect Yourself from Identity Theft, QCOM - Qualcomm Inc., TJX - TJX Cos., DDS - Dillard's Inc., Sentiment, DVN - Devon Energy Corp., U.S. – China Trade War. Our Sponsors: * Check out...

The Delicate Balance of U.S. Stocks in 2025 17.12.2024

Wall Street strategists anticipate a potentially challenging year ahead for U.S. stocks, with projections suggesting modest returns amid heightened policy uncertainty and elevated market valuations.   Today's Stocks & Topics: TGT - Target Corp., Market Wrap, LECO - Lincoln Electric Holdings Inc., LECOLincoln Electric Holdings Inc., The Delicate Balance of U.S. Stocks in 2025, SLB - Schlumb...

The Santa Rally Gains Traction Amid Positive Economic Signals 14.12.2024

In spite of a strong stock market rally, analysts are cautioning about potential volatility in early 2025. (The so-called "Santa rally" is fueled by positive economic indicators and supportive Federal Reserve policies but there is some concern regarding high valuations and geopolitical risks.)   Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, TSLA - Tesla Inc., ONTO -...

What is Investment Suitability? 13.12.2024

Investment suitability is a crucial concept that ensures investments align with an investor's risk tolerance, financial goals, and personal circumstances. (Governed by FINRA Rule 2111, it requires advisors and brokers to recommend investments that are appropriate for their clients' profiles, considering factors such as age, financial situation, and investment objectives.)   Today's Sto...

Gold Prices Surge Amid Geopolitical Tensions in Syria 12.12.2024

Concerns over the regime change in Syria and its implications for regional stability have prompted a flight to traditional safe-haven assets like gold.   Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, LULU - Lululemon Athletica inc., WTV - WisdomTree U.S. Value Fund, SVOL - Simplify Volatility Premium ETF, Gold Prices Surge Amid Geopolitical Tensions in Syria, V...

Should Central Banks Target Financial Conditions? 11.12.2024

U.S. financial markets are experiencing unprecedented overvaluation, and as market valuation becomes a target for investment behavior, it loses reliability as an economic health indicator. Today's Stocks & Topics: Stop Orders, Market Wrap, SPGI - S&P Global Inc., PLD - Prologis Inc., Should Central Banks Target Financial Decisions?, Inherited IR-A, RYAN - Ryan Specialty Holdings Inc.,...

Property Tax Liens: A Niche Investment Opportunity 10.12.2024

For those knowledgeable about real estate, property tax liens might offer a unique investment avenue.   Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, Tariffs, Property Tax Liens: A Niche Investment Opportunity, SBLK - Star Bulk Carriers Corp., Taking Profits, PGR - Progressive Corp., Foreign Companies in China, AMD - Advanced Micro Devices Inc., OLED - Universal Display C...

Biden's Tech Blockade: Semiconductor Showdown with China 07.12.2024

The U.S. will impose an aggressive set of export controls targeting China's semiconductor industry.   Today's Stocks & Topics: RING - iShares MSCI Global Gold Miners ETF, Market Wrap, FTNT - Fortinet Inc., Biden's Tech Blockade: Semiconductor Showdown with China, WMT - Walmart Inc., DVN - Devon Energy Corp., Europe’s Defense Budget, Key Benchmark Numbers: Treasury Yields, Gold, Sil...

Should You Retire Abroad? 06.12.2024

Data from the Social Security Administration shows that the number of American retirees choosing to live abroad has surged.   Today's Stocks & Topics: AVAV - AeroVironment Inc., Market Wrap, UBER - Uber Technologies Inc., Should You Retire Abroad, 529-Plan, WMT - Walmart Inc., SLP - Simulations Plus Inc., LLY - Eli Lilly & Co., Trump’s Views on Too-Big-to-Fail for Your Bank Account, NV...

US Manufacturing Continues to Struggle with Tariff Uncertainty 05.12.2024

Trade tensions have created an unpredictable environment, impacting production decisions and investment strategies.   Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., Market Wrap, Small Caps, DIS - Walt Disney Co., CELH - Celsius Holdings Inc., US Manufacturing Continues to Struggle with Tariff Uncertainty, Bonds, RIVN - Rivian Automotive Inc. Cl A, Trade War,...

How Home Equity Can Boost Your Earnings in 2025 04.12.2024

U.S. homeowners are sitting on $330,000 in average equity which could be used to strategically leverage enhanced earning potential.   Today's Stocks & Topics: GOOGL - Alphabet Inc. Cl A, Roth I-R-A Contributions, UPS - United Parcel Service Inc. Cl B, AEO - American Eagle Outfitters Inc., Market Wrap, How Home Equity Can Boost Your Earnings in 2025, ET - Energy Transfer LP, Transfer 401k a...

U.S. Economy Gives Thanks: Wall Street and Main Street Rejoice 03.12.2024

With 2.8% GDP growth projected for Q3, and optimism surrounding potential economic policies, both investors and everyday Americans have reasons to celebrate this holiday season. Today's Stocks & Topics: NEM - Newmont Corp., Market Wrap, TEX - Terex Corp., FOXA - Fox Corp. Cl A, U.S. Economy Gives Thanks: Wall Street and Main Street Rejoice, Reversion to the Mean, The Consumer, CCJ - Cameco...

Best of Caller Questions - Steve Peasley 30.11.2024

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis,...

Best of Caller Questions - Thanksgiving Edition 29.11.2024

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: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space,...

Over Half of U.S. Workers Plan to Rely on Social Security for Retirement 28.11.2024

An alarming trend underscores the urgent need for individuals to rethink their retirement strategies and explore additional savings options. Today's Stocks & Topics: KLAC - KLA Corp., Market Wrap, BUD - Anheuser-Busch InBev S.A. ADR, Over Half of U.S. Workers Plan to Rely on Social Security for Retirement, ALSN - Allison Transmission Holdings Inc., TSLA - Tesla Inc., Roth I-R-A, China’s St...

Direct Indexing vs. ETFs: Which Investment Strategy Wins the Game? 27.11.2024

One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification.  Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX -...

How to Celebrate Thanksgiving Without Overspending 26.11.2024

With prices for Thanksgiving expenses up by 19%, you'll want practical tips for celebrating affordably.   Today's Stocks & Topics: APLE - Apple Hospitality REIT Inc., Market Wrap, XSVM - Invesco S&P Small Cap Value with Momentum ETF, How to Celebrate Thanksgiving Without Overspending, Dividend Reinvestment, LBRT - Liberty Energy Inc., Betting on Inflation, Trend Following, AMLP - A...

How Much Life Insurance Do You Need? 23.11.2024

The amount of coverage you need depends on various factors, including your annual income, outstanding debts, future expenses, and your family's specific financial obligations.   Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, Market Wrap, EXLS - ExlService Holdings Inc., How Much Life Insurance Do You Need?, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Inter...

Listen to the InvestTalk podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.