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

InvestTalk

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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

3-21-22 - A Real Estate Fraud Epidemic Is Continuing 22.03.2022 48:32

According to FBI data, wire fraud in the real estate and rental sector continues to be one of the most prevalent cybercrimes in the U.S. ALSO in this podcast: PKX - POSCO Holdings Inc. ADR, VEGI - iShares MSCI Global Agriculture Producers ETF, ING - ING Groep N.V. ADR, UTHR - United Therapeutics Corp., EQNR - Equinor ASA ADR, RYI - Ryerson Holding Corp., EPAM - EPAM Systems Inc.; Plus-- 529 Plans,...

3-18-2022 - Hedge Funds Are Doubling Down on Commodities Bets As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year. 19.03.2022 45:16

As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year. Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Buybacks, The Buffet Indicator, Oil Companies Drilling Plans, SNDL - Sundial Growers Inc., INTC - Intel Corp., TWI - Titan International Inc., OHI - Omega Healthcare Investors Inc., CEI - Camber Ener...

3-17-2022 - What Does the FED's Rate Hike Mean for Borrowers, Savers, and Homeowners? 18.03.2022 45:54

The cumulative effect of rate hikes is what is really going to have an impact on the economy and household budgets. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., The Bond Market, Shoppers and Higher Prices, Transferring Cash to Roth I-R-A, UGI - UGI Corp., UPS - United Parcel Service Inc. Cl B, FDX - FedEx Corp., Preferred Shares, CDRPRC - Cedar Realty Trust Inc. 6.5% Conv. Pfd....

3-16-2022 - What Happens If Your Partner Disagrees with Your Retirement Plan? 17.03.2022 45:47

It’s important to have an idea of what retirement could look like before you actually hit your golden years and leave the workforce. Today's Stocks & Topics: MU - Micron Technology Inc., Fed Rate Hike, Western Companies, Food Insecurities, APD - Air Products & Chemicals Inc., BF.B - Brown-Forman Corp. Cl B, ZIM - ZIM Integrated Shipping Services Ltd., SCCO - Southern Copper Corp., N...

3-15-2022 - How Could Your Portfolio Be Impacted as The FED Shrinks Its $9 Trillion Bond Program? 16.03.2022 46:35

The U.S. central bank has long used its power as a lender of last resort to add liquidity to markets during times of distress. Today's Stocks & Topics: PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., Stocks Buybacks, Energy Policy, Global Food Supply Chain, LUKOY - Lukoil PJSC ADR, ARK - KARK Innovation ETF., SU - Suncor Energy Inc., Oil Prices, WWE - World Wrestling Entertainmen...

3-14-2022 - U.S.-Listed China Shares Are Falling Again 15.03.2022 45:21

As investors reassessed their positions, Chinese stocks were tumbling Monday morning. Today's Stocks & Topics: SBUX - Starbucks Corp., Big Office Buildings, LEG - Leggett & Platt Inc., F - Ford Motor Co., FUTY - Fidelity MSCI Utilities Index ETF, Restricted Stocks, CROX - Crocs Inc., Small/MidCap Value and International Shares, Capital Gains, VALE - Vale S.A. ADR, Expensive Stocks,...

3-11-2022 - Inflation Jumped 7.9% in February, Highest in More Than 40 Years 12.03.2022 45:49

The costs of gasoline, groceries, and shelter were the biggest inflation contributors. Today's Stocks & Topics: T - AT&T Inc., WEAT - Teucrium Wheat Fund, WMT - Walmart Inc., SMG - Scotts Miracle-Gro Co., BGS - B&G Foods Inc., ITI - Iteris Inc., KRP - Kimbell Royalty Partners L.P., SAM - Boston Beer Co. Cl A, Oil Prices. Plus: Key Benchmark Numbers and Market Comments for: Tr...

3-10-2022 - DOJ Might Be Looking at Criminal Obstruction Charge for FAANG Stock 11.03.2022 45:26

With a referral in the works, lawmakers are focusing on Amazon’s private-label practices and its collection of third-party seller data. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, Drilling, STX - Seagate Technology Holdings PLC, AMZN - Amazon.com Inc., NEM - Newmont Corp., Gold and Silver, Inflation, McDonald's in Russia, GUNR – Flex Shares Global Upstream Natural Resources...

3-9-2022 - 3 Financial Moves that Could Benefit ‘High Earners’ that Are Not Yet Wealthy 10.03.2022 46:02

Despite generous salaries, some high earners don’t think they’ll become rich due to factors like punishing tax rates. Today's Stocks & Topics: DISH - DISH Network Corp. Cl A, CLF - Cleveland-Cliffs Inc., Oil Spike History, Food Prices Worldwide, VHI - Valhi Inc., NFLX - Netflix Inc., KEYS - Keysight Technologies Inc., Capital Gains Tax Rates, Portfolio Management, TGT - Target Corp., Br...

3-8-2022 - Could the Zelle Payments Platform Be Ignoring Fraudulent Activity? 09.03.2022 45:27

Today's Stocks & Topics: LGGNY - Legal & General Group PLC ADR, AMD - Advanced Micro Devices Inc., Portfolio Management, LMND - Lemonade Inc., ACGL - Arch Capital Group Ltd., SID - Companhia Siderurgica Nacional ADR, TROW - T. Rowe Price Group Inc., SSNC - SS&C Technologies Holdings Inc., Sectors, Keystone Pipeline. TRIVIA QUESTION: "Can you name at least 5 of the 10 mista...

3-7-2022 - What Are the 3 Sectors with the Largest Fair Value Increases? 08.03.2022 45:59

Some sectors saw particularly strong gains, and, for example, a number of real estate firms had their fair value estimates raised due in part to a faster-than-expected rise in occupancy rates. Today's Stocks & Topics: NCLH - Norwegian Cruise Line Holdings Ltd., Commodities, Technology Funds, DUKE - Duke Royalty Ltd., SH - ProShares Short S&P 500, VFH - Vanguard Financials ETF, ETFs,...

3-4-2022 - Should the Fed Let the Russia-Ukraine Crisis Impact the Pace of Tightening? 05.03.2022 45:55

The markets have wavered amid rising overseas tensions, and traders have begun to speculate whether the Fed will tighten policy less aggressively. Today's Stocks & Topics: UPST - Upstart Holdings Inc., UVE - Universal Insurance Holdings Inc., Jobs Report, Higher Oil Prices, XOM - Exxon Mobil Corp., DHI - D.R. Horton Inc, MMM - 3M Co., HLTH - Cue Health Inc., OKE - ONEOK Inc., STLD - Ste...

3-3-2022 - Understanding the Dynamic Power of Your Credit Score 04.03.2022 46:10

Credit is a complicated topic and financial literacy continues to be an elusive target for the majority of Americans. Today's Stocks & Topics: VWAGY - Volkswagen AG 1/10th ADR, IEP - Icahn Enterprises L.P., SU - Suncor Energy Inc., OEC - Orion Engineered Carbons S.A., SHCR - Sharecare Inc., CPNG - Coupang Inc., BCSA - Blockchain Coinvestors Acquisition Corp. I Cl A, REAX - Real Brokerag...

3-2-2022 - Your Will or Estate Plan Should Not Be in 'Set and Forget' Mode 03.03.2022 46:06

There are certain life events and other types of triggers which may impact your tax and legal strategies. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Real Estate Agents, Bubbles, Insider Buying, SHOP - Shopify Inc. Cl A, IBN - ICICI Bank Ltd. ADR, Recession & Investing, CM - Canadian Imperial Bank of Commerce, AAPL - Apple Inc., MSFT - Microsoft Corp., FDX - FedEx Corp....

3-1-2022 - Which Funds Had Heavy Holdings of Russian Debt? 02.03.2022 45:34

Before the Russia-Ukraine crisis, the average emerging-markets bond fund held 2.9% of its portfolio in Russia. Today's Stocks & Topics: NKE - Nike Inc. Cl B, Russian Currency, Oil Facts, Commodities, 401k Employer Match, SHMP – Natural Shrimp Inc., SDIV - Global X Super Dividend ETF, SPHD - Invesco S&P 500 High Dividend Low Volatility ETF, OMF – One Main Holdings Inc., EXPD - Expedi...

2-28-2022 - Why Are Health-Care Costs in the U.S. Rising More Than Anywhere Else? 01.03.2022 45:50

Healthcare almost always outpaces inflation, and the United States accounts for more than 40% of all global health spending. Today's Stocks & Topics: OBE - Obsidian Energy Ltd., ORLY - O'Reilly Automotive Inc., What is Swift, Ways to Avoid Investment Bubbles, UNM - Unum Group, Relative Strength Index (RSI), PTON - Peloton Interactive Inc., VTOL - Bristow Group Inc., Investing Apps,...

2-25-2022 - How Should Investors Manage Risks Like a Ukraine War? 26.02.2022 46:14

An investor who avoids the market on the basis of any potential event-risk could end up sitting in cash on a semi-permanent basis. Today's Stocks & Topics: FL - Foot Locker Inc., Inflation, Required Minimum Distribution (RMDs), BB - BlackBerry Ltd., YORW - York Water Co., WTRU - Essential Utilities Inc. 6% Un, PCE Price Index, Real Income, 401k Rollover, UROY - Uranium Royalty Corp., Mi...

2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years 25.02.2022 45:21

Investors seem to be reacting to inflation and the likely impact of higher interest rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Housing, CNR - Cornerstone Building Brands Inc., BNTX - BioNTech SE ADR, TTC - Toro Co., ETSY - Etsy Inc., Peer-to-Pe...

2-23-2022 - Oil Prices Have Surged 20% This Year 24.02.2022 45:21

Oil trades in a global market, geopolitical tensions affect supplies, and crude prices recently crossed $90 per barrel. Today's Stocks & Topics: SPSM - SPDR Portfolio S&P 600 Small Cap ETF, IJR - iShares Core S&P Small-Cap ETF, Goldman Sachs, Mortgage Rates, Oil Fight, HL - Hecla Mining Co., AGNC - AGNC Investment Corp., SOFI - SoFi Technologies Inc., BIG - Big Lots Inc., ABB -...

2-22-2022 - Five Ways Inflation Could Impact Private Equity 23.02.2022 46:53

The 1980’s were an important decade in the history of the private equity industry, but there is a growing concern that now, for the first time in over three decades, inflation may be back in a meaningful way. Today's Stocks & Topics: RENT - Rent the Runway Inc., PAGP - Plains GP Holdings LP, Market Sentiment, BWA - BorgWarner Inc., Portfolio Diversification, SNDL - Sundial Growers Inc.,...

2-21-2022 - Best of Caller Questions 21.02.2022 47:01

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: New Investor Question, Penny Stocks, Options, Investing in Cryptocurrency, I-Bonds, Dividends, Gains, Covered Calls, 401k, Ethereum Cryptocurrency, Investing, 401k & Roth I-R-A, Special-Purpo...

2-18-2022 - Opinion: 5 Sure-Fire Signs of a Stock Market Bubble 19.02.2022 45:30

While stocks have shown a serious bounce since the pandemic's start, this resilience is giving some investors pause-- so, could we be in a stock market bubble? Today's Stocks & Topics: ET - Energy Transfer LP, VTV - Vanguard Value ETF, Interest rates, PSQ - ProShares Short QQQ, SH - ProShares Short S&P 500, ETFs, MBT - Mobile TeleSystems PJSC ADR, Inflation, INTC - Intel Corp.,...

2-17-2022 - Will the Supply Chain Recover in 2022? 18.02.2022 46:00

As a result of bottlenecks, some companies are taking full advantage of tight capacity in shipping markets. Today's Stocks & Topics: Ordinary vs. Qualified Dividends, TROX - Tronox Holdings PLC, SWKS - Skyworks Solutions Inc., COLD - Americold Realty Trust, 403b Retirement Funds, Index Funds, CRSP - CRISPR Therapeutics AG, ETRN - Equitrans Midstream Corp., Investment Scams. Our Sponsors...

2-16-2022 - Wholesale Prices Increased by 1% in January, Up a Near-Record 9.7% Over the Past Year 17.02.2022 46:27

The Producer Price Index (PPI) offers a window on the cost pressures that businesses are facing and foretelling that those increases will likely be passed on to consumers. Today's Stocks & Topics: I-R-A, BABA - Alibaba Group Holding Ltd. ADR, Empty Offices, TEN - Tenneco Inc. Cl A, Trustable Financial Websites, MSFT - Microsoft Corp. & Metaverse, Life Insurance, Russian Pipelines, I...

FEBRUARY RAPID FIRE SHOW 16.02.2022 1:00:11

In this free Rapid Fire Hour podcast, InvestTalk host Justin Klein provide unbiased answers to 30 caller questions. Topics include: SPLG - SPDR Portfolio S&P 500 ETF, ODFL - Old Dominion Freight Line Inc., VWO - Vanguard FTSE Emerging Markets ETF, AAPL - Apple Inc., MSFT - Microsoft Corp., CMCSA - Comcast Corp. Cl A, LEU - Centrus Energy Corp., WAL - Western Alliance Bancorp., ARKK - ARK Innov...