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

1-10-2022: What the "Phillips Curve" Says About Soaring Inflation in the COVID Economy 11.01.2022

The Phillips curve is an economic concept describing the relationship between inflation - that is, how much prices are increasing on a year-over-year basis - and nationwide unemployment.   Today's Stocks & Topics:  EWCO - Invesco S&P 500 Equal Weight Communication Services ETF, IYZ - iShares U.S. Telecommunications ETF, Earnings Season, New Year & Financial Resolutions, Banks &...

1-7-2022: U.S. Stocks Posted a Third Year of Double-Digit Gains but Bonds Faltered 08.01.2022

The U.S. market gained 9.5% in the final three months of 2021, its best quarter since fourth-quarter 2020.   Today's Stocks & Topics:  PHM - PulteGroup Inc., Jobs Report, Retail Investors, Gold, C - Citigroup Inc., IIPR - Innovative Industrial Properties Inc., XPO - XPO Logistics Inc., TAT&T Inc., INMD - InMode Ltd., Stock Screeners.   Plus: Key Benchmark Numbers and Market Comments fo...

1-6-2022: Mortgage Rates Hit A 9-month high, And Loan Demand Drops Further 07.01.2022

Applications for mortgages to purchase homes fell 4% from two weeks earlier and were 12% lower year-over-year.   Today's Stocks & Topics:  FDX - FedEx Corp., Domestic Market, Trade Deficit, Cryptocurrency Regulations, EVR - Evercore Inc. Cl A, Commodities, MP - MP Materials Corp., PIGFX - Pioneer Fundamental Growth Fund A, DIS - Walt Disney Co., BRKB - Berkshire Hathaway Inc. Cl B, VHI - V...

1-5-2022: Did Big Pension Funds Dump the Wrong Things Last Year? 06.01.2022

A year back, some institutional money managers were avoiding seven “asset classes” or types of investments due to perceived risks or poor returns.   Today's Stocks & Topics:  S&P Index Funds, Dynamics for 2022, Shift on Fed Governors, Cryptocurrency Regulations, FSPTX - Fidelity Select Technology Portfolio, SCI - Service Corp. International, Wash Sale, REITs, VNQ - Vanguard Real Estate...

1-4-2022: Survey: Two-Thirds of U.S. Consumers Do Not Expect Their Personal Finances to Improve in 2022 05.01.2022

Half of the cited group specified inflation (now at a 39-year high) as the barrier to a better money situation.   Today's Stocks & Topics:  POOL - Pool Corp., Consumer Tech Confidence, The Yield Curve, Unique Investments, AZO - AutoZone Inc., I-Bonds, WMB - Williams Cos., SONO - Sonos Inc., RYLD - Global X Russell 2000 Covered Call ETF, Roth I-R-A Allocation, RDSA - Royal Dutch Shell PLC A...

1-3-2022: More Millennials Are Renting Because They Have To 04.01.2022

A recent study by RentCafe found that high-earning millennials (with an annual income of more than $50,000) submitted 39% of all rental apartment applications in 2021, their largest share in five years.   Today's Stocks & Topics: EAD - Allspring Income Opportunities Fund, ERH - Allspring Utilities & High-Income Fund, Economic Trends, Cryptocurrency Regulations, The Fed New Members, SOM...

12-31-2021 - New Year's Eve Show - Best of Caller Questions 31.12.2021

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...

12-30-2021: Key Signs You Will Run Out of Money in Retirement 31.12.2021

Your retirement might be more expensive than you think if you live a lot longer than you expect.   Today's Stocks & Topics:  GOLD - Barrick Gold Corp., 529 Plans, Value Stocks, CB - Chubb Ltd., RIO - Rio Tinto PLC ADR, TWLO - Twilio Inc. Cl A, XVV - iShares ESG Screened S&P 500 ETF, QQQ - Invesco QQQ Trust Series I, Stop-Loss Order, Real Estate Investments,  Our Sponsors: * Check out A...

12-29-2021: More Employers Are Putting 401(k) Savings On "Autopilot" 30.12.2021

About 62% of businesses with a 401(k)-plan used automatic enrollment in 2020, up from 60% the year prior and 46% a decade ago.   Today's Stocks & Topics:  Roth 401k, RKT - Rocket Cos. Inc., Green Energy and Inflation, Bank Circulation, Options, WM - Waste Management Inc., LICY - Li-Cycle Holdings Corp., BBDC - Barings BDC Inc., LUMN - Lumen Technologies Inc., VALE - Vale S.A. ADR, BMY - Br...

12-28-2021: Smart Tips to Lower Your Federal Income Tax Bill Before 2021 Ends 29.12.2021

It's the final week of the year, which means it's your last chance to reduce tax liability by donating to charities or changing your investments.   Today's Stocks & Topics:  KRBN – Krane Shares Global Carbon Strategy ETF, Senior Loans, 401 Mistakes, IDXX - IDEXX Laboratories Inc., O - Realty Income Corp., CWH - Camping World Holdings Inc. Cl A, Inflation, PENN - Penn National Gamin...

12-27-2021: Could Emerging Markets Provide Opportunities? 28.12.2021

Strength in the greenback makes it harder for emerging market economies to service U.S.-denominated debt.   Today's Stocks & Topics:  PGTAX - Putnam Global Technology Fund A, JP Morgan, The Santa Clause Rally, Kathy Woods, TTE – Total Energies SE, FB - Meta Platforms Inc., FUE - ELEMENTS Linked to the ICE BofAML Commodity Index eXtra Biofuels Total Return, CURLF - Curaleaf Holdings Inc., O...

12-24-2021 - Christmas Eve Show - Best of Caller Questions 24.12.2021

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: Dividends & Taxes, Bonds vs. Preferred Stocks, Selling Roth I-R-A Stocks, Pay Mortgage or Retirement Plan, Natural Gas, Transaction Fees, Return on Invested Capital, Fixed Income Alternatives...

12-23-2021: Options Trading Activity Has Hit Record Levels 24.12.2021

Retail investors now account for more than 25% of options trading, but most are playing a losing game.   Today's Stocks & Topics:  LNG - Cheniere Energy Inc., CHK - Chesapeake Energy Corp., HON - Honeywell International Inc., Ensuring Valuables at Home, INTC - Intel Corp., LMB - Limbach Holdings Inc., PLMR - Palomar Holdings Inc., Personal Income and Spending, LEVI - Levi Strauss & Co....

12-22-21: SEC Cracks Down On SPAC Claims 23.12.2021

SEC officials have said that a $125 million penalty on truck maker Nikola, to settle fraud charges, might serve as a warning to all companies. Also in this podcast: Lincoln Electric Holdings Inc. - LECO, Arrow Electronics Inc. - ARW; Big Lots Inc. - BIG, MongoDB Inc. - MDB, Citigroup Inc. - C, Boeing Co. - BA, Reinvesting dividends, Health savings accounts, Existing home sales, Liquified natural g...

12-21-2021: Stocks Fell and Oil Dropped as Storm Clouds Gathered Over Global Economy 22.12.2021

Soaring cases of the Omicron variant in Europe and the United States are already slamming businesses and forcing governments to tighten restrictions on activity at a critical time of year.   Today's Stocks & Topics:  Investing During Inflation, Omicron, MX - Magnachip Semiconductor Corp., SPY - SPDR S&P 500 ETF Trust, Selling Rules, Leading Economic Indicator, AR - Antero Resources Cor...

12-20-2021: 4 Bad 401(k) Mistakes to Avoid When You Quit Your Job 21.12.2021

Before leaving your job for greener pastures, be aware of these 401(k) blunders.   Today's Stocks & Topics:  Fair Value, BBY - Best Buy Co. Inc., Cryptocurrency Fees, Labor Shortage, OLN - Olin Corp., ABC – Amerisource Bergen Corp., CWEN - Clearway Energy Inc. Cl C, PATH - UiPath Inc., BHP - BHP Group Ltd. ADR., MLI - Mueller Industries Inc., Environmental, Social, and Governance (ESG). Ou...

12-17-2021: Stellantis Warns EV Cost Burden Is 'Beyond the Limits' For Automakers 18.12.2021

The CEO of Europe's Stellantis, the world's sixth-largest automaker, says electrification would bring 50% additional manufacturing costs compared with those for a conventional vehicle.   Today's Stocks & Topics:  NVDA - NVIDIA Corp., Electric Vehicles, Interest Rates, McDonald’s, How to Save Two Million Dollars, VEDL - Vedanta Ltd., ANWPX - American Funds New Perspective Fund A, Mo...

12-16-2021: SEC Wants Stronger Insider Trading Rules as Executive Stock Sales Hit Records 17.12.2021

The SEC is considering stricter regulations to ensure CEOs aren’t buying and selling shares when informed by non-public information.   Today's Stocks & Topics:  RGS - Regis Corp., ARK Funds, ESG Investing, ZM - Zoom Video Communications Inc., VVV - Valvoline Inc., AFCG - AFC Gamma Inc., LUMN - Lumen Technologies Inc., Small vs. Mid Cap, LMND - Lemonade Inc., LCID - Lucid Group Inc., BYD -...

12-15-2021: How Homeowners Can 'Cash Out' When Mortgage Rates Are Rising 16.12.2021

American homeowners are sitting on a record amount of home equity but taking advantage of the extra cash becomes more difficult as interest rates rise.   Today's Stocks & Topics:  COST - Costco Wholesale Corp., LYB - Lyondell Basell Industries N.V. Cl A, BHP - BHP Group Ltd. ADR, TT - Trane Technologies PLC, REITs, ET - Energy Transfer LP, SXYAY - Sika AG ADR, OKE - ONEOK Inc., ETSY - Etsy...

12-14-2021: Should You Own Bonds When Yields Are So Low? 15.12.2021

When bond yields are below 3% (as they’ve been since 2018), bonds lose their luster as a desirable place to park money.   Today's Stocks & Topics:  OGE - OGE Energy Corp., Toyota, Former U.S. Treasury Secretary Warned of The Risk of A “Spontaneous Deflating of Financial Markets”, CAH - Cardinal Health Inc., KPP Management, KPP Financial Newsletter, BLNK - Blink Charging Co., SVC - Service...

12-13-2021: Institutional Investor Warns: Own Everything But ‘Bubble Assets’ 14.12.2021

A former Wall Street strategist says, "Valuations are very high and what you have to remember is the valuation is more important than the story."   Today's Stocks & Topics:  Investing in Cryptocurrency, Inflation, New FCC Top Enforcer, Building a Nest Egg, BX - Blackstone Inc., LKCO - Luokung Technology Corp., Tax Laws Harvesting, ABNB - Airbnb Inc. Cl A, SLVP - iShares MSCI Global...

12-10-2021: 5 Tax "To-Do’s" Before Year's End 11.12.2021

Investors should consider mitigating potential tax implications.   Today's Stocks & Topics:  NAT - Nordic American Tankers Ltd., DDOG - Datadog Inc. Cl A, PAR - Par Technology Corp, Gross Funds, LLY - Eli Lilly & Co., UPS - United Parcel Service Inc. Cl B, Inflation, DOGZ - Dogness (International) Corp. Cl A, Oil, Google Salaries.   Plus: Key Benchmark Numbers and Market Comments for:...

12-9-2021: Labor Productivity Rate Fell at the Fastest Pace Since 1960 10.12.2021

Federal Reserve officials watch productivity data closely because low productivity levels tend to boost inflation.   Today's Stocks & Topics:  WU - Western Union Co., Globalization, Citigroup, Energy Industry, CL - Colgate-Palmolive Co., RY - Royal Bank of Canada, GBTC - Grayscale Bitcoin Trust, ENPH - Enphase Energy Inc., JAZZ - Jazz Pharmaceuticals PLC, URNM - North Shore Global Uranium...

12-8-2021: How Close Is the U.S. Economy to Normal? 09.12.2021

One analyst says consumer services are nearing full recovery, but the job market isn't.   Today's Stocks & Topics:  Dividends and Taxes, Jobs Opening Reports, The Economy in 2022, Apple and China, QDEL - Quidel Corp., AZPN - Aspen Technology Inc., VSIAX - Vanguard Small-Cap Value Index Fund Admiral, SWBI - Smith & Wesson Brands Inc., SHIP - Seanergy Maritime Holdings Corp., K - Kel...

12-7-2021: Should the Fed Hike Interest Rates Immediately to Cut Stagflation Risks? 08.12.2021

A former Federal Reserve economist says yes, and he is warning that rising prices could send shockwaves through the economy.   Today's Stocks & Topics:  DOCU - DocuSign Inc., Union Labor Cost, 15- or 30-Year Mortgage, APPS - Digital Turbine Inc., VB - Vanguard Small-Cap ETF, VO - Vanguard Mid-Cap ETF, MS - Morgan Stanley, HCSG - Healthcare Services Group Inc., GSK - GlaxoSmithKline PLC ADR...

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