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
Podcast website
Latest episode
Jul 11, 2026
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Episodes
InvestTalk 11-2-2023 – What Happens If the Sovereign Debt Bubble Bursts? 03.11.2023 46:51
To understand what’s happening, go all the way back to the global financial crisis of 2008-09 when “quantitative easing" was first widely deployed. Today's Stocks & Topics: Earnings, BWA - BorgWarner Inc., Leveraged ETFs, YEAR - AB Ultra Short Income ETF, CLFD - Clearfield Inc., Bitcoin, New Millionaires. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a grea...
InvestTalk 11-1-2023 – Banking Sector Overview: Is the Financial Sector ‘Uninvestable’? 02.11.2023 45:29
The argument for this theory highlights two major concerns: margins and regulations. Today's Stocks & Topics: GD - General Dynamics Corp., TROW - T. Rowe Price Group Inc., QCOM - Qualcomm Inc., SWKS - Skyworks Solutions Inc., VSH - Vishay Intertechnology Inc., PLAB - Photronics Inc., I-Bonds, GNRC - Generac Holdings Inc., CVX - Chevron Corp., What Type of Companies Should We Keep, U.S. T...
InvestTalk 10-31-2023 – A Personal Finance and Investing Guide for All Ages 01.11.2023 47:09
Everyone's situation is different, but there are model scenarios to examine and pitfalls to avoid. Today's Stocks & Topics: O - Realty Income Corp., The Bear Market, KNSL - Kinsale Capital Group Inc., TSN - Tyson Foods Inc. Cl A, China’s Economic Data, ASC - Ardmore Shipping Corp., Strip Malls. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: htt...
InvestTalk 10-30-2023 – Q3 2023: U.S. Gross Domestic Product Grew at 4.9%, Outpacing Expectations 31.10.2023 44:53
While the GDP report could give the Federal Reserve some impetus to keep policy tight, traders are still pricing in a 96% chance of no interest rate hike. Today's Stocks & Topics: BTI - British American Tobacco PLC ADR, Dollar Strength, MT - ArcelorMittal ADR, FTNT - Fortinet Inc., Crypto-currency, The Treasury Department, HON - Honeywell International Inc., Earnings Season. Justin'...
InvestTalk 10-27-2023 – What Factors Are Leading to Tightening Financial Conditions? 28.10.2023 46:52
Even if the Federal Reserve is done raising interest rates, other indicators point to increasing economic pressure. Today's Stocks & Topics: VSH - Vishay Intertechnology Inc., LG Energy Solution and Toyota, BKE - Buckle Inc., Is the Stock Market Manipulated, PCE Inflation Rate, PM - Philip Morris International Inc., MO - Altria Group Inc., GDP Report. Plus: Key Benchmark Numbers and Ma...
InvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull Market 27.10.2023 46:20
The Federal Reserve is powerful but clumsy and the market has experienced a series of investment "fails"— but what else have we learned? Today's Stocks & Topics: J - Jacobs Solutions Inc., SIL - Global X Silver Miners ETF, TXN - Texas Instruments Inc., Market Trends, GOOG - Alphabet Inc. Cl C, Treasury Bonds, GDX - VanEck Gold Miners ETF, SLV - iShares Silver Trust, SCHW - Charle...
InvestTalk 10-25-2023 – Is the Geopolitical Climate Too Risky to Short Long Term Treasury Bonds? 26.10.2023 47:02
A high-profile hedge fund manager believes investors may increasingly buy bonds as a safe haven because of growing geopolitical risks. Today's Stocks & Topics: ZBRA - Zebra Technologies Corp. Cl A, NVR - NVR Inc., Bonds, SNY - Sanofi ADR, Portfolio Management, AVGE - Avantis All Equity Markets ETF, Clean energy Stocks, AVGV - Avantis All Equity Markets Value ETF, AVMA - Avantis Moderate...
InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns 25.10.2023 46:58
When analyzing time horizons, risk evaluation changes for different periods. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, MGY - Magnolia Oil & Gas Corp., EOG - EOG Resources Inc., FPI - Farmland Partners Inc., NVT - nVent Electric PLC, Interest Rates and the Economy, GOLD - Barrick Gold Corp., Gold Rally, Global Manufacturing Outside of China, COP – Conoco Phillips. Ou...
InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble 24.10.2023 46:27
Investing in the 60/40 rule has been a consistent strategy for years – until 2023. Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd. Our Sponsors: * Chec...
InvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing Demand 21.10.2023 47:44
The average contract interest rate for 30-year fixed-rate mortgages increased to 7.7% while applications for a mortgage were 21% lower than the same week last year. Today's Stocks & Topics: LAC - Lithium Americas Corp., PMF - PIMCO Municipal Income Fund, Treasury Bills vs. CDs, I-Bonds, Law of Unintended Consequences, Dollar Cost Average, IHI - iShares U.S. Medical Devices ETF, Seniors....
InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees 20.10.2023 46:00
After many years languishing at unacceptable levels, the yields for Treasury Inflation-Protected Securities have soared. Today's Stocks & Topics: CASY - Casey's General Stores Inc., NCLH - Norwegian Cruise Line Holdings Ltd., Investing on Mexican Bonds, COST - Costco Wholesale Corp., LULU - Lululemon Athletica Inc., TJX - TJX Cos., Housing Supply, Fractional Shares, EOG - EOG Resourc...
InvestTalk 10-18-2023 – Manufacturing Trends 2023: Sector Rebounds After Construction Increase 19.10.2023 47:08
A ‘Made in USA’ revival has sparked a boom, and the Commerce Department says construction was driven by the building of houses and factories. Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Reverse Split, Consumer Spent Trend, GOOG - Alphabet Inc. Cl C, Investing Strategy, TXT - Textron Inc., PXD - Pioneer Natural Resources Co., VGT - Vanguard Information Technology ETF, Swipe Fe...
InvestTalk 10-17-2023 – Passive Investing 101: Impact and Consequences 17.10.2023 46:42
It is true that some low-cost investment vehicles have been beneficial for investors, and passive investing appeals to those looking for a free lunch-- but there is no free lunch in the financial markets. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, GMBXF - Grupo Mexico S.A.B. de C.V. Series B, Ex-Dividends, NVO - Novo Nordisk A/S ADR, MDT - Medtronic PLC, Private...
InvestTalk 10-16-2023 – Social Security Administration Announced 3.2% COLA for 2024 17.10.2023 46:38
Following a large 8.7% cost of living increase for 2023, beneficiaries will receive only a 3.2% increase for 2024. Today's Stocks & Topics: STLD - Steel Dynamics Inc., IIPR - Innovative Industrial Properties Inc., Politics and Investing, Consumer Sentiment, CAN - Accenture PLC Cl A, MP - MP Materials Corp., LNG - Cheniere Energy Inc., Consumer Stocks. Our Sponsors: * Check out Anthropic...
InvestTalk 10-13-2023 – Why Is Generation X Falling Behind on Retirement Savings? 14.10.2023 47:05
According to Bankrate.com, more than half of Gen X workers, or roughly 57%, think it is not likely they will save enough to retire comfortably. "Generation X" is the demographic classification following the "baby boomers" and preceding "Millennials". Gen X is generally defined as people born from 1965 to 1984. Today's Stocks & Topics: BRC - Brady Corp. Cl A, Coppe...
InvestTalk 10-12-23 — How Junk Fees Impact the Banking System 13.10.2023 42:40
Federal agencies plan to ban excessive fees in the business and banking sectors. Today's stocks and topics: Corporate debt, Green energy policies, Best sector to invest?--Justin comments; TOST-Toast Inc. (NYS), AGCO-AGCO Corp. (NYS), AOS-A.O. Smith Corp. (NYS), LOW-Lowe's Cos. (NYS), KBWP-Invesco KBW Property & Casualty Insurance ETF (ETF). Our Sponsors: * Check out Anthropic and use m...
10-11-2023 – Consumers Are Taking Their Foot Off the 'Spending Pedal' 12.10.2023 46:18
The headwinds battering consumers include inflation, higher interest rates, federal budget wrangling, polarized politics, student loan repayments, and new global tensions. Today's Stocks & Topics: PLTR - Palantir Technologies Inc., CTRA - Coterra Energy Inc., Real Estate, TEX - Terex Corp., Selling a property, Interest Rates, ITA - iShares U.S. Aerospace & Defense ETF, Yields. Our Sp...
10-10-2023 – Are Target-Date Funds Good Investments? 11.10.2023 46:52
Some analysts are making the case that target-date funds have been nothing short of the biggest positive development for investors since the index fund. Today's Stocks & Topics: DKS - Dick's Sporting Goods Inc., X - United States Steel Corp., LCID - Lucid Group Inc., TD - Toronto-Dominion Bank, Big Banks and High-Tech Companies, Bonds Maturity, LYV - Live Nation Entertainment Inc., E...
10-9-2023 – What Should Investors Do Amid the Rout in the Stock and Bond Market? 10.10.2023 45:38
Stocks and government bond prices have both tumbled in recent months as the Fed's rate hikes have led to a dislocation in capital markets. Today's Stocks & Topics: APA - APA Corp., Traditional I-R-A vs. Roth I-R-A, MCD - McDonald's Corp., The Dollar, VZ - Verizon Communications Inc., Subscription Companies. Justin's PERSPECTIVE looks at the History of Labor Strikes in Ameri...
10-6-2023 - Best of Caller Questions 07.10.2023 46:49
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: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicl...
10-5-2023 – Should You Have Allocation Funds in Your Portfolio? 06.10.2023 47:06
These all-in-one funds can simplify the investment process and improve diversification. Today's Stocks & Topics: BSRTF - BSR Real Estate Investment Trust, TFC - Truist Financial Corp., The Apartment Market, RDFN - Redfin Corp., BBY - Best Buy Co. Inc., AXP - American Express Co., Drug Industry Prices, GPK - Graphic Packaging Holding Co., KO - Coca-Cola Co., 8% Mortgage. Our Sponsors: * C...
10-4-2023 – With Savings Account Rates Higher Than Most Mortgage Rates, How Can You Optimize Your Situation? 05.10.2023 45:42
The majority of American homeowners with a mortgage are paying less than 5% interest, and high-yield savings accounts offer a return above that figure. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., RUN - SunRun Inc., Preferred Shares, XOM - Exxon Mobil Corp., Dynamic Pricing, SCI - Service Corp. International, GOOG - Alphabet Inc. Cl C, Investing in Real Estate, K - Ke...
10-3-2023 – FTX Customers Who Lost a Fortune on the Bankrupt Exchange Are Doubling Down on Crypto 04.10.2023 46:44
One investor tells his story of risk-taking resilience, he sold his FTX holdings for pennies on the dollar so he could 'reinvest in crypto'. Today's Stocks & Topics: MCD - McDonald's Corp., PYPL - PayPal Holdings Inc., Saudi Arabia and Russia Are Winning, How to Achieve Appropriate Laddering, URNM - Sprott Uranium Miners ETF, XLU - Utilities Select Sector SPDR ETF, XLP - Cons...
10-2-2023 – A Recession Might Be Coming, Do You Have a Defensive Strategy? 03.10.2023 46:54
Some analysts say that a recession is all but inevitable for the U.S. and, in that kind of environment, investors should be playing defense. Today's Stocks & Topics: PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, NEE - NextEra Energy Inc., T-Bills, Bonds, CPG - Crescent Point Energy Corp., Amazon, Fiscal Dominance, Home Builders, WTI - W&T Offshore Inc. Justin's PER...
9-29-2023 - Best of Caller Questions 30.09.2023 46:50
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: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Compa...
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