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

2-15-2022 - Are Your Bond Holdings Vulnerable in a Rising-Rate Environment? 16.02.2022 46:00

It's smart to be thinking about risks that might be lurking in your portfolio, particularly in segments that you expect to be drawing upon for living expenses within the next several years. Today's Stocks & Topics: I-R-A Strategies, VWAGY - Volkswagen AG 1/10th ADR, UPST - Upstart Holdings Inc., Goldman Sachs, BEN - Franklin Resources Inc., NRG - NRG Energy Inc., DIN - Dine Brands G...

2-14-2022 - U.S. 10-Year Yield Rises Above 2%-- Could This Indicate Trouble for Stocks? 15.02.2022 45:52

Yields moved higher as St. Louis Fed President James Bullard reiterated his call for the central bank to take aggressive steps to fight inflation in the first half of 2022. Today's Stocks & Topics: DG - Dollar General Corp., Bonds, Retirement, Remote Work, Interest Rates, Data Access, Gaming Industry – XOM - Exxon Mobil Corp., LUMN - Lumen Technologies Inc., TECK - Teck Resources Ltd. C...

2-11-2022 - Survey: 75% of Home Buyers During the Pandemic Now Admit They Have Remorse 12.02.2022 45:05

Whether it’s regretting spending too much or wishing they’d done more research, a lot of the common disappointments are likely due to today’s brutally competitive market. Today's Stocks & Topics: 401k Rollover, Consumer Confidence, Streaming and Ads, Inflation, RC - Ready Capital Corp., CIVI - Civitas Resources Inc., XLE - Energy Select Sector SPDR ETF, KPP Premium Newsletter Preview, A...

2-10-2022 - Supply Chain Should Benefit as Chip Makers Crank Up Spending 11.02.2022 45:59

With the microchip shortage affecting the supply chain, the big chip makers will spend billions of dollars to meet semiconductor demand. Today's Stocks & Topics: BG - Bunge Ltd, STOR - STORE Capital Corp., BYND - Beyond Meat Inc., X - United States Steel Corp., Interview with Kurt Ketchum and Jillyn Hess-Verdon from Hess-Verdon & Associates, Plc. about Charitable Remainder Trust, RE...

2-9-2022: U.S. Trade Deficit Reached a Record Level In 2021 10.02.2022 45:28

The trade gap represented 3.7% of America's gross domestic product, which was up from 3.2% in 2020. Today's Stocks & Topics: Pipelines, Earning Season, Prices Changes, DPZ - Domino's Pizza Inc., ABNB - Airbnb Inc. Cl A, REITs, BTI - British American Tobacco PLC ADR, TGT - Target Corp., RTLR - Rattler Midstream L.P., GLW - Corning Inc. Our Sponsors: * Check out Anthropic and use...

2-8-2022: What Do Rising Interest Rates Mean for Dividend Stocks? 09.02.2022 45:53

The market is pricing in three rate hikes, but remember we are coming from a 0% interest-rate policy. Today's Stocks & Topics: AZO - AutoZone Inc., ZI - ZoomInfo Technologies Inc. Cl A, IRS & Face Recognition, Inflationary Risk, Eastern Europe, Investing Strategy, Dividends, RENT - Rent the Runway Inc, 401k Rollover, ADM - Archer Daniels Midland Co, BABA - Alibaba Group Holding Ltd....

2-7-2022: Investing Is a Long Game 08.02.2022 46:09

If you find market volatility unsettling, there are ways to reshape your investment thinking so market dips don't trigger alarms. Today's Stocks & Topics: WIRE - Encore Wire Corp., Electric Vehicles, Earnings Announcements, Is Fracking on The Decline, GOOG - Alphabet Inc. Cl C, FB - Meta Platforms Inc., PM - Philip Morris International Inc., Resistance and Support, RSP - Invesco S&a...

2-4-2022: What Have Investors Learned Halfway Through Earnings Reporting Season? 05.02.2022 46:20

Corporate America is flush with cash, but the 2022 earnings estimates don’t look as robust as 2021. Today's Stocks & Topics: CFG - Citizens Financial Group Inc., SBNY - Signature Bank, Zero Interest Comparable Bonds, Oil Frackers, WEBNF - Westpac Banking Corp., HON - Honeywell International Inc., KRE - SPDR S&P Regional Banking ETF, KBE - SPDR S&P Bank ETF, MOS - Mosaic Co., Opt...

2-3-2022: NFT Traders Should Get Ready for A Potential Tax Bill Shock 04.02.2022 47:24

Regulators have signaled they are preparing to act aggressively to ensure those who purchased NFTs are taxed appropriately. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., AMD - Advanced Micro Devices Inc., Real Estate Investing, 1031 Exchange, Why Not Robinhood, MTZ - MasTec Inc., Schedule 13G, WM - Waste Management Inc., ACB - Aurora Cannabis Inc., TALK - Talkspace Inc....

2-2-2022: Would ‘Early Retirement Be One of the Worst Money Mistakes You Could Make? 03.02.2022 46:18

Members of the 76 million-strong 'baby boomer' generation are retiring in droves—-but almost half have little, if any, savings. Today's Stocks & Topics: QQQ - Invesco QQQ Trust Series I, IAT - iShares U.S. Regional Banks ETF, Getting into the Market, COLD - Americold Realty Trust, DGX - Quest Diagnostics Inc., KPP Newsletter Stock Pick, HUN - Huntsman Corp., SSD - Simpson Manufa...

2-1-2022: Could the Good Times for Tech Be Coming to An End? 02.02.2022 47:05

The tech sell-off has some venture capitalists concerned that the boom era is over. Today's Stocks & Topics: AMT - American Tower REIT, TTC - Toro Co., The Bond Market, Consumer Pessimism, Wall Street Green Push, Roth I-R-A Contributions, BAC - Bank of America Corp., WFC - Wells Fargo & Co., UUUU - Energy Fuels Inc., URNM - NorthShore Global Uranium Mining ETF, SQ - Block Inc., APPS...

1-31-2022: Are Market Corrections Always Good Buying Opportunities? 01.02.2022 46:22

Strategists say there are three key factors investors should watch to see whether a rebound can develop. Today's Stocks & Topics: VALE - Vale S.A. ADR, Fed Policy and The Housing Market, Tobacco, Wall Street Green Drive, COST - Costco Wholesale Corp., MBIN - Merchants Bancorp, STWD - Starwood Property Trust Inc, Trading Platforms, CAT - Caterpillar Inc., ZBRA - Zebra Technologies Corp....

1-28-2022: What’s Going on In the Labor Market? 29.01.2022 44:45

With supply-side constraints playing a bigger role in the third quarter's weak GDP growth, the labor market could ultimately determine how well the economy can recover. Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., PCE Numbers, General Motors, iPhone Hidden Button, MSFT - Microsoft Corp., ATVI - Activision Blizzard Inc., DAC - Danaos Corp., Retirement Plan, BAC - Bank of...

1-27-2022: What Kind of Returns Might Investors Reasonably Expect Over the Next Several Years? 28.01.2022 45:57

The S&P 500 has seen unusually large gains in the last 12 years, but the FED is planning to reverse course for its interest rate policy. Today's Stocks & Topics: Iron Butterfly Options, 2000 Tech Bubble, Target Date Funds, Venture Capital, DeFi, NYCB - New York Community Bancorp Inc., OKE - ONEOK Inc., WMB - Williams Cos., BMA - Banco Macro S.A. ADR, QS – Quantum Scape Corp. Cl A, S...

1-26-2022: Will Demand for Office Space Rebound from Depressed Covid Pandemic Levels? 27.01.2022 46:04

One high profile property billionaire thinks office space will recover long before retail properties, but is he right? Today's Stocks & Topics: NFLX - Netflix Inc., The Oil Market, U.S. Market on Winning Streak, Cost Cutting, MMM - 3M Co., CAT - Caterpillar Inc., JPM - JPMorgan Chase & Co., XLE - Energy Select Sector SPDR ETF, APLE - Apple Hospitality REIT Inc., 401k Contributions,...

1-25-2022: Can 'Crypto' Remain A Sensible Investment? 26.01.2022 46:10

Cryptocurrencies have been selling off for weeks as expectations of rising interest rates hit riskier assets. Today's Stocks & Topics: QQQ - Invesco QQQ Trust Series I, GM Investing in Michigan, Market PMI, Oil Prices Going Higher, Bank Loan ETF, OLED - Universal Display Corp., HPQ - HP Inc., SCCO - Southern Copper Corp., SWBI - Smith & Wesson Brands Inc., SBLK - Star Bulk Carriers...

1-24-2022: Options vs. Stocks: Which Is Better for You? 25.01.2022 45:48

Stocks and options are closely related, but they're very different things, especially when it comes to how much you can make or lose. Today's Stocks & Topics: CTVA - Corteva Inc., Clean Energy Stocks, TJX - TJX Cos., Investing, TROW - T. Rowe Price Group Inc., FSMEX - Fidelity Select Medical Technology and Devices Portfolio, AMRX - Amneal Pharmaceuticals Inc., WTRH - Waitr Holdings...

1-21-2022: Investment in Space Companies Hit a Record $14.5 Billion in 2021 22.01.2022 45:45

One analyst says that "It’s important to realize that investment in the space economy requires specialist expertise." Today's Stocks & Topics: BMO - Bank of Montreal, LEI, Correction, NASDAQ, Legal Entity Identifier (LEI), AADI - Aadi Bioscience Inc., CHWY - Chewy Inc. Cl A, FSK - FS KKR Capital Corp., Dollar Cost Average, NASDAQ Support, BP - BP PLC ADR, FDIS - Fidelity MSCI Co...

1-20-2022: Oil Prices Have Hit a 7-Year High 21.01.2022 46:32

At least one major oil company CEO thinks that-- due to the many players involved-- it is hard to predict when the market might balance out. Today's Stocks & Topics: SBNY - Signature Bank, Commodities, Office Rents, Chinese Companies, BBD - Banco Bradesco S/A Pref ADR, MMM - 3M Co., Selling Used Vehicles, Trailing Stops, SQQQ - ProShares UltraPro Short QQQ, SBLK - Star Bulk Carriers Cor...

1-19-2022: Homebuilder Confidence Has Dropped for the First Time in Four Months 20.01.2022 46:26

Builders in the single-family housing market are facing inflation-fueled expenses, which is causing a turnaround in sentiment at the start of the year. Today's Stocks & Topics: TDOC - Teladoc Health Inc., IWM - iShares Russell 2000 ETF, Current Market Situation, Oil Demand, Office Leases, SGML - Sigma Lithium Corp., FITB - Fifth Third Bancorp, AMD - Advanced Micro Devices Inc., Buy and...

1-18-2022: Are SPACs a Racket? 19.01.2022 45:13

Special-purpose acquisition companies, or SPACs, are publicly traded stocks that raise capital from seed investors, promising to invest those proceeds into a privately held company. Today's Stocks & Topics: MTTR - Matterport Inc., ATVI - Activision Blizzard Inc., INMD - InMode Ltd., YETI - YETI Holdings Inc., 401k, Cryptocurrencies, QS – Quantum Scape Corp. Cl A, NET - Cloudflare Inc. C...

1-14-2022: Estimates Project that Profits for S&P 500 Companies Rose 22% in the Fourth Quarter 15.01.2022 46:41

Investors need to know that consumer demand, margins, and Fed policy will affect corporate profits. Today's Stocks & Topics: HBAN - Huntington Bancshares Inc., Retail Sales, Switching Careers, Amazon, VRTX - Vertex Pharmaceuticals Inc., BLDR - Builders First Source Inc., DIS - Walt Disney Co., CGW - Invesco S&P Global Water Index ETF, CI - Cigna Corp., VOO - Vanguard S&P 500 ETF...

1-13-2022: 3 Things Retirees Should Watch in 2022 14.01.2022 46:09

Keep an eye on inflation, interest rates, and expected spending in the year ahead. Today's Stocks & Topics: ATVI - Activision Blizzard Inc., CFOs, Stock Market Getting Back to Normal, Inflation, CUBI - Customers Bancorp Inc., AMZN - Amazon.com Inc, CNP - CenterPoint Energy Inc., TEN - Tenneco Inc. Cl A, ABNB - Airbnb Inc. Cl A, AAPL - Apple Inc., PLTM – Granite Shares Platinum Shares. O...

1-12-2022: Will Higher Inflation Readings Cause the Fed to Raise Interest Rates Early? 13.01.2022 47:25

The December consumer price index showed a huge jump, and last month’s producer price index is slated to come next. Today's Stocks & Topics: HUM - Humana Inc., Personal Finance Resolutions, Cryptocurrency, Story Stocks, STNE - StoneCo Ltd. Cl A, Inflation, INFL - Horizon Kinetics Inflation Beneficiaries ETF, GLPI - Gaming & Leisure Properties Inc., YELL - Yellow Corp. Our Sponsors:...

1-11-2022: Can Stocks Can Withstand Rising Yields? 12.01.2022 45:36

One strategist says that sectors such as technology will “struggle to outperform going forward,” but there may be good news for banks, autos, and other cyclical areas of the equity market. Today's Stocks & Topics: CURLF - Curaleaf Holdings Inc., Sector Rotation, QQQ - Invesco QQQ Trust Series I, FL - Foot Locker Inc., Oil and Gas Companies, OVV - Ovintiv Inc., CLF - Cleveland-Cliffs Inc...