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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Author
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Category
Podcast website
Latest episode
Oct 22, 2026
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Episodes
China Sees Record $45.7 Billion Capital Outflow in November 21.12.2024 45:39
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 46:49
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 46:40
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 46:13
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 46:55
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 46:19
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 46:45
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 46:40
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 47:18
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 43:36
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 47:02
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 46:40
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 45:03
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 46:42
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 46:52
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 46:55
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 46:56
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 47:24
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 46:41
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 45:22
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 46:35
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...
Why Millions of Americans Are Financially Unprepared 22.11.2024 46:45
In the U.S., nearly 14% of retirees rely almost entirely on the average Social Security check of $1,920 per month. Today's Stocks & Topics: PLAY - Dave & Buster's Entertainment Inc., Market Wrap, HEI - Heico Corp., ETR - Entergy Corp., Why Millions of Americans Are Financially Unprepared, UNG - United States Natural Gas Fund L.P., CL - Colgate-Palmolive Co., Earnings Season, Quan...
HSA Costs to Watch Out For! 21.11.2024 46:26
When dealing with Health Savings Accounts (HSAs), it's important to avoid common pitfalls and consider factors that can help maximize savings. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, CRH - CRH PLC, FMCC - Freddie Mac, ULTA - Ulta Beauty Inc., HSA Costs to Watch Out For!, SOLV - Solventum Corp., Vanguard, CE - Celanese Corp., XOP - SPDR S&P Oil & Gas Explorati...
Are Incomes Finally Catching Up to Debt? 20.11.2024 46:55
The debt-to-income ratio has declined slightly because average earnings have increased by 6.2% annually since the pandemic. Today's Stocks & Topics: PSQH - PSQ Holdings Inc. Cl A, Market Wrap, HIMX - Himax Technologies Inc. ADR, META - Meta Platforms Inc., QS – Quantum-Scape Corp. Cl A, MDT - Medtronic PLC, Are Incomes Finally Catching Up to Debt?, COPX - Global X Copper Miners ETF, The...
New RMD Rules for Retirees in 2024! 19.11.2024 46:47
Retirees will be impacted by significant changes to Required Minimum Distributions (RMDs) in the SECURE 2.0 Act. Today's Stocks & Topics: KKR - KKR & Co. Inc., UBER - Uber Technologies Inc., Market Wrap, New RMD Rules for Retirees in 2024!, DELL - Dell Technologies Inc. Cl C, AAON - AAON Inc, URI - United Rentals Inc., Bitcoin, ALV - Autoliv Inc., TDG - TransDigm Group Inc. Our Sponso...
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