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...

Author

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

Episodes

10-14-2022 – Is There a Reasonable Strategy for Investing Cash in Today's Bear Market? 15.10.2022 46:45

So far, 2022 has been a difficult year for both stocks and bonds and even real estate is starting to fade as mortgage rates surge higher. Today's Stocks & Topics: Bank Profits, TROW - T. Rowe Price Group Inc., Tax Exempt Municipal Bonds, UNH - UnitedHealth Group Inc., POAHY - Porsche Automobile Holding SE ADR, Cost-Of-Living Adjustment (COLA), 401k, PYPL - PayPal Holdings Inc., ITUB - I...

10-13-2022 – Is Delaying Social Security Still Smart? 13.10.2022 46:31

Volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees. Today's Stocks & Topics: Treasury Inflation-Protected Securities (TIPS), Strong Dollar, Inflation and Profit Margins, ESS - Essex Property Trust Inc., NKE - Nike Inc. Cl B, BGS - B&G Foods Inc., AMD - Advanced Micro Devices Inc., TSM - Taiwan Semiconduc...

10-12-2022 – IMF Predicts Global Growth Will Slow Next Year 13.10.2022 46:43

If accurate, 2023 will feel like a recession for millions of people in the United States, the European Union, and China. Today's Stocks & Topics: I-Bonds, Stock Options, Treasury Inflation-Protected Securities (TIPS), Investing in Real Time, LUMN - Lumen Technologies Inc., Treasury Notes, ARCH - Arch Resources Inc., GEO - GEO Group Inc., ADDYY - Adidas AG ADR, MPW - Medical Properties T...

10-11-2022 – Is the Time Right for Roth Conversions? 12.10.2022 45:39

Proper financial multitasking can help you build a secure retirement. Today's Stocks & Topics: Q3 Earnings, SEV - Sono Group N.V., UAA - Under Armour Inc. Cl A, SONY - Sony Group Corp. ADR, Teenage Popular Streaming, Real Estate, BROS - Dutch Bros Inc., BWA - BorgWarner Inc., O - Realty Income Corp., AMZA - InfraCap MLP ETF, The Fed and Interest Rates. Our Sponsors: * Check out Anthropi...

10-10-2022 – What Is 'Life-Stage' Investing? 11.10.2022 44:27

Proper financial multitasking can help you build a secure retirement. Today's Stocks & Topics: Economic Data, October Can Be a difficult Month, The Fed and QE, SWK - Stanley Black & Decker Inc., UMC - United Microelectronics Corp. ADR, AMD - Advanced Micro Devices Inc., SWKS - Skyworks Solutions Inc., ISRG - Intuitive Surgical Inc., Staying in the Market, JEPI - JPMorgan Equity Prem...

10-7-2022 — Why You Should Stay Invested Even Though the S&P 500 Is Down Over 20% This Year 08.10.2022 46:29

2022 is looking like one of the roughest ever for the stock market-- but market history offers a 'silver lining' story for long-term investors. Stocks: ASML -- ASML Holding N.V. (NAS); VTIP -- Vanguard Short-Term Inflation-Protected Securities Index Fund (ETF); CPB -- Campbell Soup Co. (NYS); MLI -- Mueller Industries Inc. (NYS); HON -- Honeywell International Inc. (NAS). Topics: Callers a...

10-6-2022 — What a Strong U.S. Dollar Means for Investors 07.10.2022 46:15

Some company earnings could falter-- and companies that have a significant portion of their earnings coming from overseas will suffer most. Tech companies, in particular, make 58% of their revenue from outside the U.S . Stocks: AOS -- A.O. Smith Corp. (NYS); SWSEX -- SWRSX; BGFV -- Big 5 Sporting Goods Corp. (NAS); XOM -- Exxon Mobil Corp. (NYS). Topics: Caller questions: 401k plan contributions;...

10-5-2022 — Bank of England Forced to Reverse QT, Is the Fed Next? 06.10.2022 46:38

“Market instability” remains the most significant risk to central banks globally due to the massive amounts of leverage. Stocks: ZBRA -- Zebra Technologies Corp. Cl A (NAS); SCHD -- Schwab US Dividend Equity ETF (ETF); WIRE -- Encore Wire Corp. (NAS); BIG -- Big Lots Inc. (NYS). Topics: Caller questions: Bitcoin as an investment now?, Investing in timber stocks; JUSTIN's talking point stories...

10-4-2022 — Has Consumer Demand Already Started to Plunge? 05.10.2022 46:40

U.S. shippers report a 20% drop in ocean freight orders including machinery, household products, industrial products and apparel goods. Stocks: PFE -- Pfizer Inc. (NYS); AMP -- Ameriprise Financial Inc. (NYS); GOGL -- Golden Ocean Group Ltd. (NAS); GT -- Goodyear Tire & Rubber Co. (NAS). Topics: Caller questions: Covered call strategy?; Comments on the FED; Digital banking-- is it safe?; STEVE...

10-3-2022 — 3 Major Ways Debt Can Affect Your Ability to Buy a Home 04.10.2022 46:20

A higher debt-to-income ratio could make you unable to be approved for some home loan programs with attractive features. Stocks: FSM -- Fortuna Silver Mines Inc. (NYS); PAAS -- Pan American Silver Corp. (NAS); PLTR -- Palantir Technologies Inc. (NYS); PG -- Procter & Gamble Co. (NYS); TGT -- Target Corp. (NYS); FDX -- FedEx Corp. (NYS); TWO -- Two Harbors Investment Corp. (NYS); VALE -- Vale S...

9-30-22 — Is 18% Total Exposure To Energy OK? 01.10.2022 46:22

Steve Peasley explains that a 15% to 20% exposure in a certain sector is probably fine if you believe it is a good place to be for your situation. Stocks: FCX -- Freeport-McMoRan Inc. (NYS); CVS -- CVS Health Corp. (NYS); OXY -- Occidental Petroleum Corp. (NYS); DVN -- Devon Energy Corp. (NYS); NCLH -- Norwegian Cruise Line Holdings Ltd. (NYS); TROW -- T. Rowe Price Group Inc. (NAS); NVDA -- NVIDI...

9-29-2022 — Could Falling Home Prices Collapse the Financial System? 30.09.2022 46:30

The U.S. housing market is experiencing one of the most rapid and dramatic shifts in its history. Stocks: V -- Visa Inc. Cl A (NYS); GLPI -- Gaming & Leisure Properties Inc. (NAS); PDI -- PIMCO Dynamic Income Fund (FUND); PM -- Philip Morris International Inc. (NYS); UGI -- UGI Corp. (NYS); ATO -- Atmos Energy Corp. (NYS); VFC -- VF Corp. (NYS); GT -- Goodyear Tire & Rubber Co. (NAS). Topi...

9-28-2022 — Is the 'Buy the Dip' Strategy A Bad Idea Now? 29.09.2022 48:23

This has been a volatile year for stocks, with the S&P 500 starting 2022 on a high, entering a bear market in June, rallying over the summer, then recently giving up much of those gains. ----------- Stocks: PHM -- PulteGroup Inc. (NYS); HUM -- Humana Inc. (NYS); LUMN -- Lumen Technologies Inc. (NYS); an iTunes review question for SIRI -- Sirius XM Holdings Inc. (NAS). Topics: Caller question r...

9-27-2022 — Could An Oil Supply Shock Be Imminent? 28.09.2022 46:37

Oil demand has remained resilient in the face of a multitude of challenges, and even prices of over $100 per barrel failed to curb it in any significant way earlier this year. ----------- Stocks: DKNG -- DraftKings Inc. (NAS); CI -- Cigna Corp. (NYS); COIN -- Coinbase Global Inc. (NAS); EXR -- Extra Space Storage Inc. (NYS); ELS -- Equity Lifestyle Properties Inc. (NYS); an iTunes review question...

9-26-2022 - Is the 'Real Cure' for Inflation Being Ignored? 27.09.2022 48:03

In focusing on raising interest rates to cool inflation, have central banks and governments overlooked the importance of maintaining stable currencies? Stocks: COST -- Costco Wholesale Corp. (NAS); GIS -- General Mills Inc. (NYS); BEP -- Brookfield Renewable Partners L.P. (NYS); SGML -- Sigma Lithium Corp. (NAS); LUMN -- Lumen Technologies Inc. (NYS); iTunes review question for CPRX -- Catalyst Ph...

9-23-2022 – Is Thematic Investing Something You Should Consider? 24.09.2022 46:33

Thematic investing is a type of investing approach that prioritizes trends predicted to be successful over the long term instead of investing in specific companies or sectors. Today's Stocks & Topics: U.S. Manufacturing, Goldman Sachs Cuts 2022 Target for S&P 500, 30 Year Fix Mortgages, Income Classes, HLLY - Holley Inc., BHP - BHP Group Ltd. ADR, Life Insurance, PBR - Petroleo Bras...

9-22-2022 – Is the I Bond Yield Worth Your Attention? 23.09.2022 46:10

September's inflation’s resurgence failed to benefit I Bonds, which typically profit from higher prices. Today's Stocks & Topics: The Housing Market, Heads of Largest Banks Testify in Senate Banking Committee Hearing, Loans, VPU - Vanguard Utilities ETF, FAX - abrdn Asia-Pacific Income Fund Inc., Retirement, VCSH - Vanguard Short-Term Corporate Bond ETF, Silver, PIMIX - PIMCO Income...

9-21-2022 – 3 Things to Expect Heading into the Next Stage of the Housing Market Downturn 22.09.2022 46:31

Whenever a central bank moves from monetary easing to tightening, there’s going to be an impact on a rate-sensitive sector like real estate. Today's Stocks & Topics: Inflation, Energy, Private Equity, OMF - OneMain Holdings Inc., EWCO - Invesco S&P 500 Equal Weight Communication Services ETF, TFX - Teleflex Inc., Bank’s Manipulation of Silver, XYL - Xylem Inc., Housing Market, What...

9-20-2022 – What's Your Real Inflation Rate? 21.09.2022 45:45

Life stage and lifestyle both play roles in the inflation experience, so calculating a personalized inflation rate can be beneficial. Today's Stocks & Topics: Stagflation, The Fed Meeting, Germany’s Energy Plan, FDX - FedEx Corp., MOS - Mosaic Co, Inflation, GOOG - Alphabet Inc. Cl C, How Do You Determine a Good Business, SQM - Sociedad Química y Minera De Chile S.A. ADR, Stock Screener...

9-19-2022 – Key Steps to Add Sustainable Investing Strategies to Your Portfolio 20.09.2022 46:23

It’s easy to get lost when building a sustainable portfolio because there are numerous questions to consider. Today's Stocks & Topics: Brokers, Rising Bond Yields, Earnings, LMT - Lockheed Martin Corp., CE - Celanese Corp., HIG - Hartford Financial Services Group Inc., IBDR - iShares iBonds Dec 2026 Term Corporate ETF. The PERSPECTIVE looks at the percentage of Americans that have own...

9-16-2022 – With More FED Increases Likely, How Could These Higher Interest Rates Affect Your Wallet? 17.09.2022 46:28

Adjustable-rate mortgages might be affected by interest rate hikes—and so could other credit products like credit cards. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Russia Economy, Retirement, FIW - First Trust Water ETF, ADBE - Adobe Inc., 5-year P/E Ratio, AAP - Advance Auto Parts Inc., Wash Sale, I-Bonds. Plus: Key Benchmark Numbers and Market Comments for: Trea...

9-15-2022 – Can ETFs Harness Momentum and Add Value to Your Portfolio? 16.09.2022 46:38

Investors across all levels of experience are tempted when they perceive an opportunity to beat the market. Today's Stocks & Topics: SOFI - SoFi Technologies Inc., I-R-A, IIPR - Innovative Industrial Properties Inc., LIT - Global X Lithium & Battery Tech ETF, INTU - Intuit Inc., POOL - Pool Corp., Bond Market, SCI - Service Corp. International, Cash & Interest Rates, Market Valu...

9-14-2022 – Stocks Stabilized Following Their Massive Sell-Off 15.09.2022 46:44

The Nasdaq Composite battled higher in choppy trading as investors tried to find their footing after the biggest one-day drop in more than two years. Today's Stocks & Topics: Loan Market, Mortgage in Retirement, FCC Warning to Chinese Companies, Roth I-R-A and K1, LUMN - Lumen Technologies Inc., NEM - Newmont Corp., UNM - Unum Group, AZO - AutoZone Inc., I-R-A Contributions, Where to In...

9-13-2022 – The Market Thinks the Fed Has an Awful Problem and Recession Is the Only Solution 13.09.2022 46:33

Stocks plunged as fears that the Federal Reserve will ultimately spark a recession spread like wildfire. Today's Stocks & Topics: Where to Hide your Money from the Bond Market, The Fed Meeting, Money Management, KEY – KeyCorp., LAC - Lithium Americas Corp., FANG - Diamondback Energy Inc., Energy Sector, Value Stocks, VZ - Verizon Communications Inc., Value Rates ETFs. TRIVIA QUESTION: &...

9-12-2022 – Are There Good Inflation-Fighting Investments for Retirement Portfolios? 13.09.2022 46:11

Portfolio allocations for those in retirement should include a blend of inflation hedges and inflation beaters. Today's Stocks & Topics: Tech Sector, European Economy, Bond Market, IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, INTC - Intel Corp., WBD - Warner Bros. Discovery Inc. Series A, PARA - Paramount Global Cl B, VALE - Vale S.A. ADR, RDIV - Invesco S&...