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

InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops? 21.03.2024

This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes.   Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp.,...

InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry? 20.03.2024

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities.   Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madn...

InvestTalk 3-19-2024 – The 10 Most Important Shareholder Rights 19.03.2024

As a shareholder, you have certain legal privileges, and you should know how to exercise them.   Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources C...

InvestTalk 3-18-2024 – US Office Market Is World's Most Oversupplied 19.03.2024

The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets.   Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates. Our Sponsors: * Check out Anthropic and use...

InvestTalk 3-15-2024 – Is EV Euphoria Dead? 15.03.2024

Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans.   Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc.,...

InvestTalk 3-14-2024 – Wall St Ends Down After PPI Data and As Chipmakers Fall 14.03.2024

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged.   Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China. Our Sponsors: * Check out Anthropic...

InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think 14.03.2024

Proper accounting of cost basis is essential to avoid paying more in taxes.   Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co. Our Sponsors: * Check out Anthropic and use...

InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines? 13.03.2024

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008.   Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - W...

InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery Game 11.03.2024

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly.   Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A...

InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024? 09.03.2024

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target.   Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - V...

InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps? 08.03.2024

Maintaining exposure to high-quality stocks is harder than it might seem.   Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums. Our Sponsors: * Check out Anthropic and use my code Cla...

InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher Yields 07.03.2024

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning.   Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold. Our Sponsors: * Check out Anthropic and use my code Cl...

InvestTalk 3-5-2024 – How to Use Gold in Your Portfolio 06.03.2024

What you need to know about the advantages and risks of investing in gold.   Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs). Our Sponsors: * Chec...

InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into Fashion 05.03.2024

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds.   Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds. Our Sponsors: * Check out An...

InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury Market 02.03.2024

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy.   Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors. Our Sponsors: * Check out Anthropic and use my code...

InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like Owners 01.03.2024

There are two ways for investors to affect corporate behavior: from the outside and from the inside. (Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.)   Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. C...

InvestTalk 2-28-2024 – Why Has Amazon Joined the Dow? 29.02.2024

With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies.   Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association...

InvestTalk 2-27-2024 – Capital One Is Buying Discover Financial——What Is the Strategy? 28.02.2024

If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal.   Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market. Our Sponsors:...

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds 27.02.2024

In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend?   Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP). Our Sponsors: * Check out Anthropic and use my...

InvestTalk 2-23-2024 – Is Your Index Fund Tracking the Right Index? 24.02.2024

Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds.   Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold...

InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector? 23.02.2024

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.   Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtr...

InvestTalk 2-21-2024 – Considering Undervalued Stocks with Reliable Dividends 22.02.2024

Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.   Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equi...

InvestTalk 2-20-2024 – What Will Retail Look Like in Five Years? 21.02.2024

Some of the industry’s key decision-makers expect even more evolution ahead.   Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF. O...

InvestTalk 2-19-2024 – Best of Caller Questions 19.02.2024

In this compilation program, Steve Peasley, 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: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Sc...

InvestTalk 2-16-2024 – How to Use Real Estate in Your Portfolio 17.02.2024

What you need to know about the advantages and risks of investing in real estate. (Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.)   Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Stayin...

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