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

8-5-2022 – Did the Events of 2020 Change the Economy in Ways We Can't Yet Understand? 06.08.2022

A shrinking economy typically doesn’t come with high inflation and a red-hot labor market.   Today's Stocks & Topics:  Biggest Mistake' People Make, ECPG - Encore Capital Group Inc., XLY - Consumer Discretionary Select Sector SPDR ETF, CVNA - Carvana Co. Cl A, ARKK - ARK Innovation ETF, ETRN - Equitrans Midstream Corp., CG - Carlyle Group Inc., Savings vs. Spending, Cheaper Flights, Th...

8-4-2022 – The Housing Market Correction Has Taken an Unexpected Turn 05.08.2022

When it comes to housing transactions, monthly payments are everything and when mortgage rates spike—the FED can trigger a steep correction.   Today's Stocks & Topics:  Capital Expenditures, Commodities Market, Government Retirement Plans and Chinese Companies, ECPG - Encore Capital Group Inc., Mutual Funds, SCHD - Schwab US Dividend Equity ETF, LLY - Eli Lilly & Co., The Dollar, Cycli...

8-3-2022 – Avoid This Declining Disruptor 04.08.2022

Disruptor stocks go through four distinct phases and two of those can be dangerous.   Today's Stocks & Topics:  EVFM - Evofem Biosciences Inc., Real Estate, Interest Rates, Liquidity, LAND - Gladstone Land Corp., BHP - BHP Group Ltd. ADR, SOFI - SoFi Technologies Inc., CEVA - CEVA Inc., PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, NVR - NVR Inc. The PERSPECTIVE topic prov...

8-2-2022 – The Big Risk with Employee Stock Purchase Plans (ESPP) 03.08.2022

A 2020 report has revealed that those who participate in both a 401(k) and ESPP contribute 32% more to their 401(k) than employees investing in only a 401(k).   Today's Stocks & Topics:  I-Bonds, Manufacturing Activity, Mortgages, Buying Bonds, UBER - Uber Technologies Inc., IYH - iShares U.S. Healthcare ETF, PMF - PIMCO Municipal Income Fund, Fractional Shares, VEIRX - Vanguard Equity Inc...

8-1-2022 – Earnings Season Has Begun But Is It Too Early To Celebrate? 02.08.2022

Even with the moderately bullish results, and a more than 9% recovery in the S&P 500 over the past month, Bank of America argues the bear market has more room to run.   Today's Stocks & Topics:  FPI - Farmland Partners Inc., The US Dollar, and Commodities, INTC - Intel Corp., Tech Stocks, MT - ArcelorMittal ADR, MULN - Mullen Automotive Inc., Donor-Advised Funds, Apartment Rents. The P...

7-29-2022 – How Is a Bear Market Different from an Economic Recession? 30.07.2022

Signs of a slowing economy may cause investors to become pessimistic about the prospect of future returns on investment, prompting them to sell shares.   Today's Stocks & Topics:  COP - ConocoPhillips, The Market and Interest Rates, Earnings Blowout, AQWA - Global X Clean Water ETF, Required Minimum Distributions (RMDs), ATKR - Atkore Inc., AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, APA...

7-28-2022 – As Mortgage Rates Soared, Pending Home Sales Fell 20% in June 29.07.2022

With the exception of the first two months of the coronavirus pandemic lockdowns, home sales were at their slowest pace since September of 2011.   Today's Stocks & Topics:  PDI - PIMCO Dynamic Income Fund, KSS - Kohl's Corp., Tech Workers, VZ - Verizon Communications Inc., Dealing with a Bear Market, Carbon Credits, PYPL - PayPal Holdings Inc., Bonds, Reverse Mortgage. Our Sponsors: *...

7-27-2022 – Before You ‘Chase Dividends,’ Here’s What You Need to Know 27.07.2022

Investors put $43 billion into dividend-paying funds this year-- but it’s important to assess the company before buying.   Today's Stocks & Topics:  WMS - Advanced Drainage Systems Inc., Manufacturing, Crypto Banks, Junk Bond Market, Covid Funds, Propane, PYPL - PayPal Holdings Inc., FF – Future Fuel Corp., OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., VGT - Vanguard Informati...

7-26-2022 – The Good News and Bad News About Stock Market Valuation 27.07.2022

The market’s valuation has improved considerably since the beginning of the year-- however the bad news is that it hasn’t improved enough to support a new bull market.   Today's Stocks & Topics:  VEGI - iShares MSCI Global Agriculture Producers ETF, The CHIPS Act, Recession Fear are Rising, Robinhood App, Parallel Investing Strategy, AEM - Agnico Eagle Mines Ltd., SNDL - SNDL Inc., Reverse...

7-25-2022 – Is It Too Late to Add Inflation Protection to Your Portfolio? 26.07.2022

Everyone's situation is different, but it is interesting to take a closer look at some asset types that can help against inflation.   Today's Stocks & Topics:  Roth I-R-A, Interest Rate Future, Inflation, Crypto Banks, Subscription Based Technical Analysis Platform, PRHSX - T Rowe Price Health Sciences Fund, GOOG - Alphabet Inc. Cl C, ARLP - Alliance Resource Partners L.P., IVZ - INVES...

7-22-2022 – Why Haven't American Wages Grown, Despite Increases in Productivity? 23.07.2022

Wages in the U.S. have stagnated since the early 1970s and sixty percent of labor markets are considered highly concentrated.   Today's Stocks & Topics:  Traditional I-R-A vs. Roth I-R-A, Recession, U.S is the Largest Producer of Oil, VZ - Verizon Communications Inc., T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, HRI - Herc Holdings Inc., Best Sector to Invest, BRKB - Berk...

7-21-2022 – Will ESG Underperformance Be Its Undoing? 22.07.2022

Investors might be willing to pay higher expense ratios as long as they earn higher returns, but ultimately, they will focus on ESG underperformance.   Today's Stocks & Topics:  GOOG - Alphabet Inc. Cl C, MSFT - Microsoft Corp., AAPL - Apple Inc., How to Approach a Bear Market, Stablecoins, BIG - Big Lots Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Semiconductors, Investing Strategy, ILPT -...

7-20-2022 – Should You Rent or Buy a House? 21.07.2022

The ‘BURL’ rule can help you avoid financial regret because it looks at the true cost of living in a home that you own.   Today's Stocks & Topics:  SYK - Stryker Corp., ISRG - Intuitive Surgical Inc., Sentiment Market, China and their Auditing Practices, Banks and Consumers, MCI - Barings Corporate Investors, C - Citigroup Inc., Roth 401k, and Roth I-R-A, GOOG - Alphabet Inc. Cl C, NXPI -...

7-19-2022 – Could Three Different Investment Buckets Be Right for Your Strategy? 20.07.2022

The year is half over but according to the BMO Real Financial Progress Index survey, 21% of Americans have cut back on their retirement contributions.   Today's Stocks & Topics:  Investing for Kids, Goldman Sachs, CVS - CVS Health Corp., DIV - Global X SuperDividend U.S. ETF, NLY - Annaly Capital Management Inc., Housing, IIPR - Innovative Industrial Properties Inc., NEA - Nuveen AMT-Free...

7-18-2022 – What Does Google’s Stock Split Mean for Investors? 18.07.2022

Alphabet still dominates the online search market with Google’s global share above 80%, which generates cash flow and strong revenue growth.   Today's Stocks & Topics:  ISRG - Intuitive Surgical Inc., GEF - Greif Inc. Cl A, Inflation, The Economy, Short Against the Box, KO - Coca-Cola Co., PEP - PepsiCo Inc., IIPR - Innovative Industrial Properties Inc., KBWP - Invesco KBW Property & C...

7-15-2022 – 'Great Resignation' or the Start of a Trend to Lock in Jobs Before the Economy Gets Worse? 16.07.2022

A 'Joblist' survey reveals that 60% of respondents admit to the urgent desire to land a stable job sooner than later.   Today's Stocks & Topics:  Investing in Real Estate vs. REITs, Retail Sales Report, China’s GDP, Social Security, European Central Bank, Bonds, IIPR - Innovative Industrial Properties Inc., ARLP - Alliance Resource Partners L.P., AA - Alcoa Corp., Commodities, PLNT...

7-14-2022 – Does a Dormant IPO Market Give Us Reliable Insight into Investors' View of Risk? 15.07.2022

According to Ernst & Young, in the second quarter, the global IPO market slowed by 65% from a year earlier–- in terms of capital raised.   Today's Stocks & Topics:  Stock Value, Consumer Habits, SPBO - SPDR Portfolio Corporate Bond ETF, XLI - Industrial Select Sector SPDR ETF, Interest Rates, EQT - EQT Corp., AVGO - Broadcom Inc., QCOM - Qualcomm Inc., CHK - Chesapeake Energy Corp., RI...

7-13-2022 – Analyst: The Toughest Challenges for Cryptocurrency Lie Ahead 13.07.2022

Energy industry analysts and investment banks are split when it comes to the path ahead for oil.   Today's Stocks & Topics:  WBA - Walgreens Boots Alliance Inc., Pension Funds, Oil Supply Crisis, Setting a Limit Order, The Market and Inflation, ADDDF - Adidas AG, ONTO - Onto Innovation Inc., MMM - 3M Co., AZTA - Azenta Inc., ECL - Ecolab Inc., GE - General Electric Co. Our Sponsors: * Chec...

7-12-2022 – Oil Has Dropped and Where It Goes Next Is Key for Inflation 13.07.2022

Energy industry analysts and investment banks are split when it comes to the path ahead for oil.   Today's Stocks & Topics:  KSS - Kohl's Corp., Inflation Numbers, Home Sales, Oil Prices, DLR - Digital Realty Trust Inc., ENLAY - Enel S.p. A. ADR, PVH - PVH Corp., Energy Sector, GRMN - Garmin Ltd.   TRIVIA QUESTION: "Generally speaking, do you know the 5 factors used in setting your...

7-11-2022 – Wall Street Prepares for Earnings Season Kick Off 12.07.2022

As commodity and other producer costs remain high, companies will be factoring in the extent to which those heightened prices can be passed on to consumers and, likewise, how to keep earnings vigorous.   Today's Stocks & Topics:  PINS - Pinterest Inc., Inflation, Nord Stream 1 Pipeline, Greenwash, OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., ASML - ASML Holding N.V., KHC - Kr...

7-8-2022 – Could the 4% Guideline Rest on a Flawed Assumption? 09.07.2022

In-retirement spending is often incredibly variable rather than static.   Today's Stocks & Topics:  MDT - Medtronic PLC, Jobs Report, Oil Price, Wells Fargo on Recession, Property Tax Limits, SRNE - Sorrento Therapeutics Inc., MMM - 3M Co., Where to Invest When You’re Over 70, Portfolio Management, AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, SPOT - Spotify Technology S.A.    Plus: K...

7-7-2022 – What's the Impact of the Strong Dollar on Your Portfolio? 08.07.2022

The biggest rally in the U.S. currency in 20 years is taking a bite out of non-U.S. fund returns and profits for U.S. companies doing business overseas.   Today's Stocks & Topics:  UL - Unilever PLC ADR, Online Advertising, Private Equity, ESG Ratings, PRTS - CarParts.com Inc, Roth I-R-A Contributions, GRIN - Grindrod Shipping Holdings Ltd., ZIM - ZIM Integrated Shipping Services Ltd., VTI...

7-6-2022 – 6 Things You Should Know About the Housing Market Now 07.07.2022

The housing affordability crunch is here — with mortgage rates continuing to rise at the same time as housing prices.   Today's Stocks & Topics:  Portfolio Management, SWKS - Skyworks Solutions Inc., Jobs Market, Sanctions Against Russia, Hedge Funds, SUN - Sunoco L.P., Oil, SMH - VanEck Semiconductor ETF, Semiconductors, SCHD - Schwab US Dividend Equity ETF. Our Sponsors: * Check out Anth...

7-5-2022 – Bonds Flash Recession Warning Light as Key Part of the Yield Curve Inverts Again 06.07.2022

The so-called inversion is a warning sign that the economy could be weakening, and a recession is possible.   Today's Stocks & Topics:  OVV - Ovintiv Inc., Home Buying is Drying Up, Natural Gas in Europe, Morgan Stanley on Recession, WBD - Warner Bros. Discovery Inc. Series A, VNT - Vontier Corp., SHOP - Shopify Inc. Cl A, Financing Large Purchases.   TRIVIA QUESTION: "A recession is n...

7-4-2022 - Best of Caller Questions - 4th of July Special 04.07.2022

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...

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