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
9-9-2022 – A Strong U.S. Dollar Is Wreaking Havoc Across Almost Every Country 10.09.2022 46:44
Fueled by the Federal Reserve’s aggressive tightening, the stronger greenback is pushing rival currencies lower, driving up the cost of imported goods and feeding inflation in other economies. Today's Stocks & Topics: Earnings, Mortgage, Covered Calls ETFs, Fiduciary, Housing Market, OMF – One Main Holdings Inc., SQSP - Squarespace Inc., BYND - Beyond Meat Inc., Earning Calls. Key Ben...
9-8-2022 – Should Bonds Still Play a Role in Your Portfolio? 09.09.2022 46:18
The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades. Today's Stocks & Topics: Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy ETF, HIMX - Himax Technologies Inc. ADR, MATV - Mativ Holdings Inc., WBA - Walgreens Boots Alliance Inc., RGR - Sturm Ruger & Co., MPW - Medical Pr...
9-7-2022 – Stop Relying on P/E Ratios 08.09.2022 46:18
By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated. Today's Stocks & Topics: POAHY - Porsche Automobil Holding SE ADR, PFIX - Simplify Interest Rate Hedge ETF, Gold and Silver Prices, Electric Vehicles, STAG - STAG Industrial Inc., AAPL - Apple Inc., Earnings Estimates. Our Sponsors: * Check out Anthrop...
9-6-22: U.S. Worker Productivity Shows Largest Ever Annual Drop in Second Quarter 07.09.2022 46:40
By the numbers, productivity fell at a 4.6% annualized rate, the steepest pace since 1948, while growth in unit labor costs accelerated. Steve's Talking Points: Will Volkswagen spin-off Porsche in an IPO?, What's going on with Bitcoin?, If we do build more EVs, we'll need a lot more lithium; TRIVIA question: "What percentage of Americans shop at Costco? AND-- if you had invested $1...
9-5-2022 - Best of Caller Questions - Labor Day 05.09.2022 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: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividen...
9-2-22: Could Buying the Dips Could Hurt Your Portfolio in a Bear Market? 03.09.2022 46:56
Rallies within a bear market can often be mistaken for the beginning of a new bull run, only to reverse course and head lower. Steve's Talking Points: August Jobs Report, Apple's Annual Meeting, Don't Fight the Fed; KPP Premium Newsletter highlights; Friday metals and energy digest--numbers review. Stocks: AIRC - Apartment Income REIT Corp. (NYS); INTC - Intel Corp. (NAS); XPO - XPO Lo...
9-1-2022 – Despite Recession Fears, Most 401(k) Investors Haven’t Changed Their Portfolios 02.09.2022 46:51
According to a Fidelity Investments report, only 5% of 401(k) and 403(b) investors shifted their asset allocations during the second quarter of 2022. Today's Stocks & Topics: Volatility, Globalization, DEA - Easterly Government Properties Inc., SLG - SL Green Realty Corp., FCCO - First Community Corp., FCX - Freeport-McMoRan Inc., Office Market, PARA - Paramount Global Cl B, FMS - Frese...
8-31-2022 – Is China’s Debt Bomb Ready to Explode? 01.09.2022 46:38
A reckoning for China’s domestic real estate bubble may be imminent. Today's Stocks & Topics: Retirement Plan, Buffer Funds, Globalization, AMZN - Amazon.com Inc., VRTX - Vertex Pharmaceuticals Inc., PCG - PG&E Corp., GOOG - Alphabet Inc. Cl C, XYLD - Global X S&P 500 Covered Call ETF, ALLY - Ally Financial Inc., ZIM - ZIM Integrated Shipping Services Ltd., LUMN - Lumen Technolo...
8-30-2022 – Employees Are Toning Down Demands for Higher Pay and Remote Work Accommodation 30.08.2022 46:48
The so-called 'Great Resignation', and an unemployment rate that’s nearly the lowest it’s been since the 1970s, put employees in a position of power-- but that is changing. Today's Stocks & Topics: Nuclear Energy, Globalization, TSN - Tyson Foods Inc. Cl A, MMM - 3M Co., BSCQ - Invesco Bullet Shares 2026 Corporate Bond ETF, ICLN - iShares Global Clean Energy ETF, SBLK - Star Bul...
8-29-2022 – Is Business Flexing Enough Muscle to Facilitate the Transition to EVs? 30.08.2022 46:46
2 big names have announced a plan to invest $4.4 billion to build a new battery production plant for electric vehicles in the U.S. Today's Stocks & Topics: Economic Activity, U.S and China Deal, Market Sentiment, MMM - 3M Co., IPOs and Mutual Funds Rules, FIW - First Trust Water ETF, WBA - Walgreens Boots Alliance Inc., XPO - XPO Logistics Inc., VFC - VF Corp., Become a Personal Financi...
8-26-2022 – After Supply-Chain Chaos, Big Names Consider Diversifying Manufacturing Away from China 27.08.2022 46:20
Faced with COVID lockdowns, worsening U.S.-China tensions, and an indefinite power cut in China’s heartland, companies are exploring how to divert their supply chains away from China. Today's Stocks & Topics: PCE Report, Interest Rates, Required Minimum Distribution (RMDs), GEF - Greif Inc. Cl A, UAA - Under Armour Inc. Cl A, ABXXF - Abaxx Technologies Inc., MMM3M Co., Hidden Fees, EPD...
8-25-2022 – What Is A 'Wide-Moat' Stock? 26.08.2022 45:45
According to Morningstar, since the bear-market low point on June 16, on balance, stocks with economic moats are doing better than those without a moat. Today's Stocks & Topics: PG - Procter & Gamble Co., Following Other Investors’ Moves, GSK - GlaxoSmithKline Plc., IWS - iShares Russell Mid-Cap Value ETF, The IPO Market, Dividends Investing, AVUV - Avantis U.S. Small-Cap Value ETF,...
8-24-2022 – Looking at the Big Picture in Energy Options 25.08.2022 48:53
Limiting one’s focus to only one part of the “environment” criteria, while ignoring other aspects of it, could lead to a range of unforeseen problems. Today's Stocks & Topics: IPI - Intrepid Potash Inc., Oil Market, Jobs Market, Restricted Stocks Units (RSUs), PDM - Piedmont Office Realty Trust Inc. Cl A, APPS - Digital Turbine Inc., CNC - Centene Corp., VT - Vanguard Total World Stock...
8-23-2022 – How Much Money Should You Be Saving from Every Paycheck? 24.08.2022 45:48
The '50-30-20' budgeting rule can help you determine how to apportion your income. Today's Stocks & Topics: Inflation, Planning for Retirement, INTC - Intel Corp., CSCO - Cisco Systems Inc., KDP - Keurig Dr Pepper Inc., KO - Coca-Cola Co., Economic Numbers for July, SLVM - Sylvamo Corp., NMRK - Newmark Group Inc., BIIB - Biogen Inc., DVN - Devon Energy Corp., Roth I-R-A, DOC - P...
8-22-2022 – Diversification in a Bear Market 23.08.2022 46:38
Almost everything is down this year, but diversification is still your friend. Today's Stocks & Topics: SMNEY - Siemens Energy AG ADR, GCTAY - Siemens Gamesa Renewable Energy S.A. ADR, DVN - Devon Energy Corp., LPG - Dorian LPG Ltd., TLT - iShares 20+ Year Treasury Bond ETF, Gold, CWEN - Clearway Energy Inc. Cl C, Dividend Stocks and the Recession, CF - CF Industries Holdings Inc., MMM...
8-19-2022 – Home Sales Fell Nearly 6% in July as the Housing Market Slides into a Recession 20.08.2022 45:40
Sales dropped about 20% from the same month a year ago and one expert believes that, in terms of economic impact, we are in a housing recession. Today's Stocks & Topics: CNWGY - Cineworld Group PLC ADR, MMM - 3M Co., NEOG - Neogen Corp., STEM - Stem Inc., Cutting Jobs, VEGI - iShares MSCI Global Agriculture Producers ETF, BABA - Alibaba Group Holding Ltd. ADR, Fundamental Analysis, PAA...
8-18-2022 – Earnings from America's Largest Retailers Give Insight into Consumer Sentiment 19.08.2022 46:56
Retailers have been forced to cut prices on general merchandise as consumers adjusted their spending to afford higher priced food and gasoline. Today's Stocks & Topics: The Fed Meeting, Leading Economic Indicators, Bull or Bear Market, HASI - Hannon Armstrong Sustainable Infrastructure Capital Inc., RIVN - Rivian Automotive Inc. Cl A, China’s Economy, REAL – Real Real Inc., TGT - Target...
8-17-2022 – Which Sectors Are Likely to Benefit or Lose After New Tax Law? 18.08.2022 45:47
The Inflation Reduction Act contains several provisions that some analysts expect to affect stock valuations in the clean energy and the pharmaceutical industries. Today's Stocks & Topics: Interest Rates, HSY - Hershey Co., Low Risk Investments, DIS - Walt Disney Co., BTG - B2Gold Corp., GOLD - Barrick Gold Corp., BALL - Ball Corp., TELL - Tellurian Inc., Water Companies, KLIC - Kulicke...
8-16-2022 – 5 Signs of Investment Speculation 17.08.2022 45:59
Know when you are crossing the line from investing to gambling. Today's Stocks & Topics: China Slowdown, Housing Market, Consumer Credit, PLBY - PLBY Group Inc., IMKT - AIngles Markets Inc. Cl A, Retirement Plans, ABBV - AbbVie Inc., MMM - 3M Co., Delisted Stocks, SNP - China Petroleum & Chemical Corp. ADR, PTR - PetroChina Co. Ltd. ADR, Real Estate Investment, WY - Weyerhaeuser Co....
8-15-2022 – Could China’s Real Estate Bust Trigger Wider Problems Globally? 16.08.2022 46:25
Should China's real estate weakness spill over into other sectors, it could affect the global economy. Today's Stocks & Topics: Student Debt, Consumer Spending, Inflation, CUT - Invesco MSCI Global Timber ETF, WOOD - iShares Global Timber & Forestry ETF, CPRT - Copart Inc., SBNY - Signature Bank, UGI - UGI Corp., DE - Deere & Co., Dividend Reinvestment, DASH - DoorDash Inc....
8-12-2022 – One Shocking Chart Shows Wild Price Swings and Difficulty with Predictions 13.08.2022 46:13
Inflation is falling, but it’s not happening evenly across all goods and services. Today's Stocks & Topics: Stock Buy-Back, PBA - Pembina Pipeline Corp., Cryptocurrency, FCX - Freeport-McMoRan Inc., DBX - Dropbox Inc., XLV - Health Care Select Sector SPDR ETF, ADBE - Adobe Inc., Power and Fuel Cells, Next Financial Crisis: Equity Space. Plus: Key Benchmark Numbers and Market Comments...
8-11-2022 – Report: On Rare Days, the Market Rises as Much As 5% to 10% 12.08.2022 45:18
A new Wells Fargo analysis looked at the best 20 days for the S&P 500 between August 1992 and July 2022-- and almost half occurred during a bear market. Today's Stocks & Topics: The Digital Dollar, Amazon & iRobot, SON - Sonoco Products Co., AMKR - Amkor Technology Inc., AAPL - Apple Inc., PLBY - PLBY Group Inc., TXRH - Texas Roadhouse Inc., DLR - Digital Realty Trust Inc., FIW...
8-10-2022 – Top Central Banker Says the FED Is 'Far from Done' 11.08.2022 46:35
In an effort to curb inflation, the Fed has raised interest rates at a fast clip this year-- and more market pain may be coming. Today's Stocks & Topics: Credit Scores & Equifax, The Digital Dollar, APPS - Digital Turbine Inc., TSLA - Tesla Inc., PLD - Prologis Inc., CAT - Caterpillar Inc., Is the Market Manipulated, Most Expensive vs. Less Expensive Stocks, Buying Foreign Stocks, I...
8-9-2022 - Best of Caller Questions 09.08.2022 46:54
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: Options, 401k, S&P Index Fund, KPP Management & Newsletter, International Investing, Trading Accounts, Strong Support, Dollar Cost Average, Day Trading, Small vs. Mid Cap, Investing for K...
8-8-2022 – Gen Z May Be Getting Bad Financial Advice on Social Media. 09.08.2022 46:38
Reputable financial advice is rarely one-size-fits-all, which is why you won’t find many financial advisors giving tips on social media. Today's Stocks & Topics: Local Tax-Free, Job Growth, Consumer Debt, XLE - Energy Select Sector SPDR ETF, LAND - Gladstone Land Corp., FPI - Farmland Partners Inc., SCI - Service Corp. International, VNQ - Vanguard Real Estate ETF, NKE - Nike Inc. Cl B,...
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