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

InvestTalk

Business EN ↓ 2145 episodes

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

Episodes

1-27-2023 – Recession Fears Aside, U.S. GDP Rose 2.9% in the Fourth Quarter 28.01.2023 43:05

A sharp slide in housing helped pull down the GDP, but boosts in government spending and private investment aided its growth. Today's Stocks & Topics: CRGY - Crescent Energy Co., SPXL - Direxion Daily S&P 500 Bull 3X Shares, INFY - Infosys Ltd. ADR, Inflation, LCID - Lucid Group Inc., ADMA - ADMA Biologics Inc., NCLH - Norwegian Cruise Line Holdings Ltd., VLO - Valero Energy Corp.,...

1-26-2023 – Should Investors Put Fear Aside and Focus on Valuations? 27.01.2023 45:52

Valuations are an important variable in setting the odds for how different corners of the market could perform. Today's Stocks & Topics: FCC and Crypto, Small Business, Inflation, ENB - Enbridge Inc., CVS - CVS Health Corp., Transferring Cash to Roth I-R-A, RXT - Rackspace Technology Inc., PRTYQ - Party City Holdco Inc., ADM - Archer Daniels Midland Co., PPC - Pilgrim's Pride Corp.,...

1-25-2023 – Real Estate Funds, Private REITs, and BREIT: What You Need to Know 26.01.2023 46:51

Looking at the pluses and minuses of an alternative to real estate mutual funds. Today's Stocks & Topics: The Dollar, The Government, Making Money, PANW - Palo Alto Networks Inc., IHAK - iShares Cybersecurity & Tech ETF, DXCM - DexCom Inc., OLN - Olin Corp., CUBE – Cube Smart, HACK - ETFMG Prime Cyber Security ETF, DFFVX - DFA US Targeted Value Portfolio Institutional, VRTV - Veriti...

1-24-2023 – Is It Realistic to Look for Opportunities in Undervalued, High Quality Cyclical Stocks? 25.01.2023 44:10

The bear market has left a large number of cyclical stocks trading at attractive prices. Today's Stocks & Topics: "Buy, Borrow, Die, Retirement Needs, Investors Are Falling into a Trap, MPW - Medical Properties Trust Inc., Treasury Bills, GLW - Corning Inc., NVDA - NVIDIA Corp., GOOG - Alphabet Inc. Cl C, Five Top Technical Indicators, CVS - CVS Health Corp., KRP - Kimbell Royalty P...

1-23-2023 – The Pros and Cons of Investing in REITs vs. Direct Real Estate 24.01.2023 46:21

Despite the volatility and uncertainty of the housing market over the past three years, real estate can remain a valuable part of an investor’s portfolio. Today's Stocks & Topics: Offshore Oil Market, Home Remodeling, Tech Sector, CPRX - Catalyst Pharmaceuticals Inc., VWAGY - Volkswagen AG 1/10th ADR, BG - Bunge Ltd., CDNS - Cadence Design Systems Inc., DVN - Devon Energy Corp., TSLQ -...

1-20-2023 – How Will the U.S. Treasury Deal with Fallout from the Debt Ceiling Showdown? 21.01.2023 46:39

The U.S. has reached its statutory debt limit of $31.4 trillion, prompting a series of measures to avoid a default on government debt. Today's Stocks & Topics: Warren Buffett, Next Fed Hike, Real Estate, Career Growth, IP - International Paper Co., BTI - British American Tobacco PLC ADR, MO - Altria Group Inc., Rollovers, VVR - Invesco Senior Income Trust, Required Minimum Distributions (...

1-19-2023 – With Retirement-Spending Plans, Are the Odds Stacked in the Investor’s Favor? 20.01.2023 45:45

Once upon a time, people created investment plans that had definitive answers but, in reality, things were never quite that simple. Today's Stocks & Topics: Chinese Demographics, Investing in China, T - AT&T Inc., LUMN - Lumen Technologies Inc., AGG - iShares Core U.S. Aggregate Bond ETF, BSV - Vanguard Short-Term Bond ETF, Investing in Other Markets, REPX - Riley Exploration Permia...

1-18-2023 – As Inflation Slows, How Might the Market React to a Quarter-Point Rate Increase? 19.01.2023 47:51

Economic data has helped solidify the idea that after a succession of aggressive increases, the Fed is ready to take its foot off the brake-- a bit more. Today's Stocks & Topics: Oil Demand, China’s Population, EXPGY - Experian PLC ADR, VNOM - Viper Energy Partners L.P. Un, MSFT - Microsoft Corp., Capital Gains Tax Rates, Tech Companies, MLI - Mueller Industries Inc., BAX - Baxter Inter...

1-17-2023 - Best of Caller Questions 18.01.2023 46:51

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: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Cov...

1-16-2023 - Best of Caller Questions 16.01.2023 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...

1-13-2023 – Profits and Losses and a Tale of Two Banks 14.01.2023 45:58

JPMorgan Chase posted a fourth-quarter 6% profit jump, while Citigroup’s fourth-quarter profit declined by 21%. Today's Stocks & Topics: Margins, FCC and Crypto-currencies, Goldman Sachs, Mortgages, TGT - Target Corp., SITM - SiTime Corp., AMLP - Alerian MLP ETF, CAT - Caterpillar Inc., GOOG - Alphabet Inc. Cl C. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Go...

1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022? 13.01.2023 44:54

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses. Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market. Our Spon...

1-11-2023 – Inflation Has Not Been Tamed and the FED Admits More Pain Ahead 12.01.2023 46:48

Federal Reserve Governor Michelle Bowman has noted the mistakes the Fed made in the 1970s when it raised rates to address inflation, but then lowered them when the economy slowed. Today's Stocks & Topics: SSNC - SS&C Technologies Holdings Inc., BTI - British American Tobacco PLC ADR, CSL - Carlisle Cos., AMAT - Applied Materials Inc., The World Bank on Global Growth Forecasts, VIS -...

1-10-2023 – Has Health Insurance Made Healthcare More Expensive? 11.01.2023 46:44

There are many complicated reasons for increases, such as not prioritizing preventive care or a lack of price transparency, and one of the biggest catalysts for inflation was the rise of health insurance costs. Today's Stocks & Topics: CVS - CVS Health Corp., NXPI - NXP Semiconductors N.V., Portfolio Management and Charts, SCCO - Southern Copper Corp., SNA - Snap-On Inc., The Treasury Mar...

1-9-2023 – Do You Have a 2023 Financial To-Do List? 10.01.2023 46:09

As the FED hiked interest rates, bonds and stocks got hammered-- but the most successful investors consider their total opportunity sets. Today's Stocks & Topics: Higher Rates and Options, Corporate Earnings Season, Capital Rules, GBX - Greenbrier Cos. Inc., VFMF - Vanguard U.S. Multifactor ETF, WTI - W&T Offshore Inc., SU - Suncor Energy Inc., AWEVF - Alphawave IP Group PLC, DUKE -...

1-6-2023 – Is the Oil Market Crisis Sparked by Russia’s Invasion Nearing Its End? 07.01.2023 45:43

Analysts remain divided regarding oil prices in 2023, however prices have fallen back to pre-war levels, driven lower by fears of a global recession. Today's Stocks & Topics: Artificial Intelligence, Economy Statistics, Silver Gate Capital corporation, KNSL - Kinsale Capital Group Inc., Corporate Bonds, DISH - DISH Network Corp. Cl A, Stop Order, FIVN - Five9 Inc., Small Caps, NRGU – Micr...

1-5-2023 – 2022 Was a Brutal Year for Stocks, Bonds, and Crypto 06.01.2023 46:48

Stocks spent most of the year in a bear market and many parts of the bond market posted their biggest losses in history, so what can we learn from the charts? Today's Stocks & Topics: CWH - Camping World Holdings Inc. Cl A, Insider Buying, Rental Market, MSFT - Microsoft Corp., AMD - Advanced Micro Devices Inc., NVDA - NVIDIA Corp., Supply Chain, CPNG - Coupang Inc., WIRE - Encore Wire...

1-4-2023 – Higher Mortgage Rates and Consumer Worries Are Hitting Home Prices 05.01.2023 46:35

Home prices are falling into a deep winter chill, as higher mortgage rates push more buyers to the sidelines. Today's Stocks & Topics: BP - BP PLC ADR, AAPL - Apple Inc., TWI - Titan International Inc., NTB - Bank of Butterfield Ltd., Money Market Mutual Funds, PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, HBI - Hanesbrands Inc., CMCO - Columbus McKinnon Corp., SHOP - Sho...

1-3-2023 – Could You Simplify Your Investment Portfolio in 2023? 04.01.2023 46:04

There are some relatively easy investing strategies for those resolved to streamline their portfolios and they could make sense for you. Today's Stocks & Topics: INTEL and New Blue Chips, Tesla & Apple, Savings, Enough to Retire, Mid and Small Caps, ECPG - Encore Capital Group Inc., JEPI - JPMorgan Equity Premium Income ETF, GOOG - Alphabet Inc. Cl C, FLMX - Franklin FTSE Mexico ETF...

1-2-2023 – NASDAQ Wraps Fourth Quarter in Slump 03.01.2023 47:24

The tech-heavy Nasdaq fell 1% in the fourth quarter, wrapping up its first four-quarter losing streak since 2000-2001. Today's Stocks & Topics: Bounce Back from 2022, Stock and Bond Markets, SM - SM Energy Co., Buying Bonds Instead of Stocks, Crypto Debacle, SBNY - Signature Bank, MO - Altria Group Inc., CNQ - Canadian Natural Resources Ltd., HSBC - HSBC Holdings PLC ADR, PLBY - PLBY Gr...

12-30-2022 – Will the FED Drive the Markets in 2023? 31.12.2022 46:08

The Federal Reserve played a major role in moving markets in 2022 with its campaign of monetary tightening and investors in stocks and bonds suffered as liquidity was sucked out of the market. Today's Stocks & Topics: Reasons to Take Early Retirement, Russian Assets, Top Ten Percent Earners, LEA - Lear Corp., 403B and Retirement Funds, Social Security Payment, WBD - Warner Bros. Discove...

12-29-2022 - Best of Caller Questions 29.12.2022 46:51

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: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harves...

12-28-2022 - Best of Caller Questions 28.12.2022 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: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED an...

12-27-2022 - Best of Caller Questions 27.12.2022 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: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Inv...

12-26-2022 – Can You Avoid the Early Withdrawal Penalty for IRAs? 27.12.2022 45:54

Generally, retirement savers can’t touch their individual retirement account or 401(k) funds before age 59½ without penalty, but there are exceptions. Today's Stocks & Topics: Economic Stats, The Stock Market Moving Up, Financial Trends That Killed the Market in 2022, Billionaires & Market Downturns, CLF - Cleveland-Cliffs Inc., OGN - Organon & Co., Utility Companies and Electri...