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

5-27-2022 – 7 Steps to Estimating Your In-Retirement Cash Flow Needs 28.05.2022 46:41

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor. Today's Stocks & Topics: UPST - Upstart Holdings Inc., Personal Consumption Expenditures (PCE) Report, Fertilizers, Limited Partnerships SLB - Schlumberger Ltd., VMW - VMware Inc., LLY - Eli Lilly & Co., GLT - Glatfelter Corp., Business Cycle. Plus: Key Benc...

5-26-2022 – Can the Surging Cost of Natural Gas Be Stopped? 27.05.2022 47:04

Drivers are paying record high prices at the gas pump, and now utility bills are set to increase at a time when natural gas inventories are low. Today's Stocks & Topics: CRM - Salesforce Inc., Tech Shares, Manufacturing, Asset Allocation, Stocks & Bonds, VEGI - iShares MSCI Global Agriculture Producers ETF, Bitcoin, Investing Strategy, GNK - Genco Shipping & Trading Ltd., FKIQX...

5-25-2022 – Are There Good Places to "Park" Your Short-Term Investments? 26.05.2022 46:26

Yields are important, but so are liquidity considerations and guarantees. Today's Stocks & Topics: Economic Indicators, COUP - Coupa Software Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, ZTS - Zoetis Inc., Export Bans, TSN - Tyson Foods Inc. Cl A, SAFM - Sanderson Farms Inc., Tesla. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www....

5-24-2022 – The $5 Trillion ‘Wealth Shock’ Cracking Americans’ Nest Eggs 25.05.2022 46:22

Since the start of the year, the S&P 500 Index is down 18%, the Nasdaq 100 has lost 27% and a Bloomberg index of cryptocurrencies has plunged 48%. Today's Stocks & Topics: CROX - Crocs Inc., Economic Indicators, VPU - Vanguard Utilities ETF, ET - Energy Transfer LP, Dividend-Paying Stocks, KBR - KBR Inc., Covered Call, Inflation, VWAHX - Vanguard High-Yield Tax-Exempt Fund Investor,...

5-23-2022 – Harvard Economist: Two Major Factors Indicate A Recession Is Far From Certain 24.05.2022 45:52

The idea that the strength of the U.S. consumer may save the economy from a recession is founded on the country’s low unemployment rate and large pandemic-era savings. Today's Stocks & Topics: NVDA - NVIDIA Corp., EA - Electronic Arts Inc., Housing Market, Vanguard Robo Advisor, ELY - Callaway Golf Co., NAPA - Duckhorn Portfolio Inc., MCO - Moody's Corp., TGT - Target Corp., VTIP -...

5-20-2022 – A Down-Market Survival Guide for Pre-Retirees 20.05.2022 46:42

If you're within 10 years of retirement, there are strategies that can help you improve your situation--and your peace of mind. Today's Stocks & Topics: VSCO - Victoria's Secret & Co., The Fed Rate Increase, and Money Printing, BLK - BlackRock Inc., AT&T Preferred Share, VTI - Vanguard Total Stock Market ETF, SBLK - Star Bulk Carriers Corp., MAIN - Main Street Capital Co...

5-19-2022 – Millennial and Gen Z Workers Plagued with Cost-of-Living Fears 20.05.2022 47:33

Realizing that wages are not keeping pace with inflation, half of Gen Z and Millennials admit they live paycheck to paycheck. Today's Stocks & Topics: SPSM - SPDR Portfolio S&P 600 Small Cap ETF, The Stock Market Decline, Subprime Borrowers Missing Payments, Elon Musk, JEPI - JPMorgan Equity Premium Income ETF, IEA - Infrastructure & Energy Alternatives Inc., AAPL - Apple Inc.,...

5-18-2022 – What’s Behind the Crypto Selloff? 19.05.2022 46:33

The fear factor is high in crypto markets now and most newer investors have lost money. Today's Stocks & Topics: JNJ - Johnson & Johnson, KO - Coca-Cola Co., NCLH - Norwegian Cruise Line Holdings Ltd., POAHY - Porsche Automobil Holding SE ADR, WELL - Welltower Inc, CIM - Chimera Investment Corp., Interest Rates, Short Term Rates, Special Purpose Acquisition Company (SPAC). Our Spons...

5-17-2022 – Is Calculating a Worst-Case Recession Scenario A Realistic Exercise? 18.05.2022 46:04

Baked into a downbeat forecast is the belief that economic growth will falter in the world's most advanced economies. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Buying Stocks During Inflation, Exxon and Shell in Brazil, GT - Goodyear Tire & Rubber Co., STWD - Starwood Property Trust Inc., PLTR - Palantir Technologies Inc., Energy Sector, FENY - Fidelity MSCI Ene...

5-16-2022 – Should Dividend Investors Buy 'No-Moat' REITs? 17.05.2022 47:33

An inability to generate pricing power and the reality of tenants who operate on thin margins complicates the landscape. Today's Stocks & Topics: NFLX - Netflix Inc., RTLR - Rattler Midstream L.P., Higher Interests, Value Funds, Tech Space, Options Market, Independent Advisers, JOAN - JOANN Inc., INMD - InMode Ltd., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF. O...

5-13-2022 – Must You Put 20% Down When Buying a House? 14.05.2022 46:29

A down payment of less than 20% means you'll need to make private mortgage insurance payments too-- and there are other drawbacks. Today's Stocks & Topics: ALB - Albemarle Corp., Inflation, Import Price Index, Bear Market Duration, Twitter Sale on Hold, SFM - Sprouts Farmers Market Inc., SCCO - Southern Copper Corp., How Do the Stock Market Grow, GAIN - Gladstone Investment Corp., G...

5-12-2022 – Is the 'Inflation Glass' Half Empty or Half Full? 13.05.2022 47:16

The latest numbers mean different things to different economists. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., CM - Canadian Imperial Bank of Commerce, NEXT – Next Decade Corp., RYCEY Rolls-Royce Holdings PLC ADR, The Bond Market, Pension Rollover, Stablecoins and The Crypto Market Crash. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: htt...

5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market? 12.05.2022 46:19

Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences. Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Digital Turbine Inc., AAPL - Apple Inc.,...

5-10-2022 – Has the 2022 Stock Drop Left the Market Undervalued? 11.05.2022 46:46

Some argue that a flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced. Today's Stocks & Topics: ADDYY - Adidas AG ADR, Inflation, Russia’s Economy, Boeing, Goldman Sachs, UNP - Union Pacific Corp., The Stock Market, Charts, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, DVN - Devon Energy Corp., Insurance. TRIVIA QUESTION: "In which Y...

5-9-2022 – Will Cryto's Fall Continue to Parallel Stock Market Sell Offs? 10.05.2022 46:44

For about a year, the crypto market, led by bitcoin, has remained highly correlated with the moves in equities, particularly tech stocks. Today's Stocks & Topics: Annuities, I-Bonds, LAZ - Lazard Ltd., FB - Meta Platforms Inc., AMZN - Amazon.com Inc., Retirement Portfolio, The Bond Market, TCNNF - Trulieve Cannabis Corp., COST - Costco Wholesale Corp., GOOG - Alphabet Inc. Cl C, Inflati...

5-6-2022 – First Quarter Worker Output Shows Biggest Decline Since 1947 07.05.2022 46:39

Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%. Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds,...

5-5-2022 – What Do Rising Interest Rates Mean for Diversification? 05.05.2022 46:40

For investors, a rising interest rate environment may increase correlations between stocks and bonds. Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply. TRIVIA QUESTION: "Can you define...

5-4-2022 – What Are the Dynamics of the So-Called 'Great Resignation'-- and Can It Continue? 05.05.2022 47:16

As workers enjoy the perks of record-high demand for their labor, some experts are warning that economic headwinds may put a stop to the resignation trend. Today's Stocks & Topics: TROW - T. Rowe Price Group Inc., The Crypto Market is a Pansy, Russian Oil, Supply Chain, SBUX - Starbucks Corp., MMM - 3M Co., AZLAF - Arizona Lithium Ltd., BRKB - Berkshire Hathaway Inc. Cl B, HP - Helmerich...

5-3-2022 – April Was a Brutal Month for Stocks 04.05.2022 46:41

The S&P is off to its worst year's start since 1939—what should you be doing? Today's Stocks & Topics: HCA - HCA Healthcare Inc., Consumer Spending, Oil High Prices, Dollar vs. Gold, UEC - Uranium Energy Corp., Diversification, SHOP - Shopify Inc. Cl A, TWLO - Twilio Inc. Cl A, PAX - Patria Investments Ltd., Rental Properties Insurance. TRIVIA QUESTION: "Can you name 3 action...

5-2-2022 – Are We at Risk For 'Stagflation' and What Is It? 03.05.2022 47:22

The Federal Reserve is hiking interest rates in an effort to defuse an explosive year of price inflation-- but global forces could neutralize the effects of that tightening of monetary policy. Today's Stocks & Topics: PLBY - PLBY Group Inc., Value Over Growth, Housing, Vehicle Sales, Travel and Vacation Sectors, CCJ - Cameco Corp., BCE - BCE Inc., Oil Prices, Class A Shares, ET - Energy...

4-29-2022 – What Are the Odds of a Home Price Decline Hitting Your Local Housing Market? 30.04.2022 46:50

Historically speaking, inflation is particularly hard felt in the housing market, where spiking mortgage rates can quickly price out homebuyers. Today's Stocks & Topics: MGA - Magna International Inc., VTV - Vanguard Value ETF, Real Estate Market, Bear Market, QQQ - Invesco QQQ Trust Series I, Travel and Vacation Sectors, SNDL - Sundial Growers Inc., HPE - Hewlett Packard Enterprise Co....

4-28-2022 – Are You an Investor Who Might Reap Benefits from a 529 Education Savings Plan? 29.04.2022 46:23

Money invested in 529 plans grows tax-free, and investors do not pay capital gains taxes if they spend that money on qualified education expenses. Today's Stocks & Topics: Offshore Drilling, RIG - Transocean Ltd., GDP Numbers, Natural Gas, LMT - Lockheed Martin Corp., T - AT&T Inc., Reals Estate Transaction, ALLY - Ally Financial Inc., XBI - SPDR S&P Biotech ETF, QS – Quantum Sc...

4-27-2022 – Do Central Banks Need to Put Rates Into the ‘Pain Zone’? 28.04.2022 46:35

One analyst argues that, for the Federal Reserve, that task should be “relatively easy,” given the backdrop of strong real and nominal growth in the U.S Today's Stocks & Topics: LRCX - Lam Research Corp., Investing in Stocks vs. ETFs, MKL - Markel Corp., Long Term Shares, Home Prices, CTLT - Catalent Inc., HFWA - Heritage Financial Corp., OHI - Omega Healthcare Investors Inc., FNF - Fid...

4-26-2022 – Oil Is Falling and Analysts Are Backing Off Super High Predictions 27.04.2022 46:16

Oil just dropped below $98 a barrel and market watchers have a theory as to why-- but are they right? Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, PLBY - PLBY Group Inc., Sings of Strong Economy, Earnings, China’s Economy, MEDP - Medpace Holdings Inc., TROW - T. Rowe Price Group Inc., MTH - Meritage Homes Corp., DOV - Dover Corp., GOOGL - Alphabet Inc. Cl A, AMRK - A-Mark Pre...

4-25-2022 – Why Would Investors Beat Up Shares of Companies That Report Decent Earnings? 26.04.2022 47:12

So far this earnings season, investors are in a downright bearish mood, punishing companies that report top- or bottom-line misses, or those that disclose a less than rosy full-year forecast. Today's Stocks & Topics: CHPT - Charge Point Holdings Inc., The Japanese Yen, ARK Funds, MOS - Mosaic Co., Growth Stocks vs. Value Stocks, Callable Corporate Bonds, WSM - Williams-Sonoma Inc., Cove...