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

12-6-2021: Opinion: What Crypto Investors Should Do Next 07.12.2021 44:52

The cryptocurrency market had a rough weekend when the prices of Bitcoin, Ethereum, Cardano and Dogecoin, all dropped. Today's Stocks & Topics: AMKR - Amkor Technology Inc., NASDAQ, Transportation Sector, ZNGA - Zynga Inc. Cl A, PHO - Invesco Water Resources ETF, FIW - First Trust Water ETF, TPOR - Direxion Daily Transportation Bull 3X Shares, Cathie Wood, JOAN - JOANN Inc., SPY - SPDR...

12-3-2021: Are the Nasdaq and the Dow Trading in a Similar Pattern to What Was Evident Just Before the Internet Bubble Burst? 04.12.2021 47:30

Though recent divergences aren’t as extreme as those seen in March 2000, there is a theory that postulates they are nevertheless much higher than the norm. Today's Stocks & Topics: ORAN - Orange ADR, DIDI - DiDi Global Inc. ADR, Jobs Report, Current Technical Analysis About the Market, KRBN – Krane Shares Global Carbon Strategy ETF, STNE - StoneCo Ltd. Cl A, CRSR - Corsair Gaming Inc.,...

12-2-2021: CEOs And Insiders Have Sold a Record $69 Billion Of Their Stock 03.12.2021 47:16

Looming tax hikes and lofty share prices encourage many to take profits, but could this activity be a 'warning sign'? Today's Stocks & Topics: DFIVX - DFA International Value Portfolio Institutional, Retail Trends, Inflation, ALL - Allstate Corp., XOM - Exxon Mobil Corp., Carbon Credit Funds, HMC - Honda Motor Co. Ltd. ADR, 401k, Roth I-R-A, WU - Western Union Co., MTTR - Matter...

12-1-2021: Congress Wants to Kill The 'Backdoor Roth IRA' 02.12.2021 46:24

Starting next year, a House-passed bill would prohibit all taxpayers from converting their after-tax contributions using the "backdoor" method to a Roth IRA. Today's Stocks & Topics: I-Bonds, Inflation, Modern Monetary Theory, PLBY - PLBY Group Inc., T - AT&T Inc., New Investor, HEAR - Turtle Beach Corp., Ethereum Cryptocurrency, WU - Western Union Co., RKLB - Rocket Lab USA...

11-30-2021: Where Are Home Prices Headed in 2022? 01.12.2021 47:17

The real estate market has been white hot in 2021 but if you’re thinking about buying or selling next year, you’ll want to know what to expect. Today's Stocks & Topics: ET - Energy Transfer LP, Market Drop, 401k, DIS - Walt Disney Co., EXPI - eXp World Holdings Inc., Dividends, Strong Support, UUP - Invesco DB US Dollar Index Bullish Fund, T - AT&T Inc., FCX - Freeport-McMoRan Inc.,...

11-29-2021: What Are Options, Their Risk Levels, And Should You Trade Them? 30.11.2021 46:32

Investing in options — or contracts allowing you to bet on which direction you think a stock price is going — hit a record high in 2020. Today's Stocks & Topics: HIMX - Himax Technologies Inc. ADR, Supply Change, SWKS - Skyworks Solutions Inc., Dividends, RBLX - Roblox Corp., IIPR - Innovative Industrial Properties Inc., The American Innovation and Choice Online Act, VAW - Vanguard Mate...

BLACK FRIDAY - 11-26-2021 - Best of Caller Questions 26.11.2021 46:51

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: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks Indicators, I-Bonds, Unusual Expectations, H...

THANKSGIVING DAY - 11-25-2021 - Best of Caller Questions 25.11.2021 47:05

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: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Ex...

11-24-2021: What Is The 4% Rule and How Can It Help You Save For Retirement? 25.11.2021 46:31

The 4% rule states that you should be able to comfortably live off of 4% of your money in investments in your first year of retirement but, recently, some financial planners have re-evaluated that assumption. Today's Stocks & Topics: SOFI - SoFi Technologies Inc., Holiday Sales, Russia, Inflation, KHC - Kraft Heinz Co., GOOG - Alphabet Inc., Covered Calls, Dividend and Stock Price, MA -...

11-23-2021: How to Protect Your Portfolio from Inflation 24.11.2021 46:29

Inflation affects various security types differently, but there are some ways to hedge against it. Today's Stocks & Topics: MGY - Magnolia Oil & Gas Corp., WY - Weyerhaeuser Co., Holiday Travel, Oil, Bull Running Out of Steam, DIS - Walt Disney Co., V - Visa Inc. Cl A, ATVI - Activision Blizzard Inc., PENN - Penn National Gaming Inc., JAMF - Jamf Holding Corp., FCX - Freeport-McMoRan...

11-22-2021: Home Sales Rose in October as Investors Rushed into The Market 23.11.2021 46:04

Realtors are now predicting full-year sales of over 6 million, which would be the highest number of sales since 2006. Today's Stocks & Topics: SO - Southern Co., Capital Gains, New House Bill and Taxes, PBFX - PBF Logistics LP, BITO - ProShares Bitcoin Strategy ETF, INRG - iShares Global Clean Energy UCITS ETF, Inflation, RIG - Transocean Ltd., Jerome Powell, QRVO - Qorvo Inc., BGFV - Bi...

11-19-2021: High Profile Investor Says There’s a Misguided ‘Land Rush’ In Stocks 20.11.2021 45:23

It’s been a blockbuster year for U.S. public market listings, which just surpassed an unprecedented $1 trillion marker, a record that more than doubles 2020 levels. Today's Stocks & Topics: KMTUY - Komatsu Ltd. ADR, SPCE - Virgin Galactic Holdings Inc., APPS - Digital Turbine Inc., JNJ - Johnson & Johnson, ATVI - Activision Blizzard Inc., FNF - Fidelity National Financial Inc., Car R...

11-18-2021: How Is Ethereum Different from Bitcoin? 19.11.2021 45:37

Once upon a time, when Bitcoin went up, Ethereum went up and when Bitcoin went down, Ethereum went down-- but that has changed. Today's Stocks & Topics: Return on Invested Capital, China, PENN - Penn National Gaming Inc., CSCO - Cisco Systems Inc., XLF - Financial Select Sector SPDR ETF, KMI - Kinder Morgan Inc., FLT - FleetCor Technologies Inc., PSFE - Paysafe Ltd., MMM - 3M Co., F - Fo...

11-17-2021: Why GE and J&J May Not Be the Only Iconic Companies About To Break Up 18.11.2021 45:20

Across all market sectors, iconic companies are under pressure from activists to split up or are making the decision to look within their own operations and slim down. Today's Stocks & Topics: XEL - Xcel Energy Inc., Fannie & Freddie, Inflation, China, PCAR - Paccar Inc., XOM - Exxon Mobil Corp, EPD - Enterprise Products Partners L.P., LZ - LegalZoom.com Inc., SG - Sweetgreen, Inc.,...

11-16-2021: The Consumer Sentiment Index Fell to A Decade Low In Early November 17.11.2021 46:15

Surging prices, a labor shortage, and a broken supply chain are making Americans uneasy. Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, WU - Western Union Co., Creating a Trust, RRD - R.R. Donnelley & Sons Co., NNDM - Nano Dimension Ltd. ADR, GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares, HBI - Hanesbrands Inc., FRHC - Freedom Holding Corp., Re...

11-15-2021: Is The Fed Losing Credibility Over Its Inflation Narrative? 16.11.2021 46:26

The contention of one high profile investor is that the false characterization of inflation as transitory is risky-- and the Fed is making a major policy mistake. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Five Reasons Why the Stock Market Might Be Weaker in 2022, Price Increases and Consumers, Pay Mortgage or Retirement Plan, NHI - National Health Investors Inc., MYRG - MYR...

11-12-2021: Big Business Warning: Supply Chain Issues and Inflation Are Here to Stay 13.11.2021 46:30

Companies around the world are battling supply chain bottlenecks as a post-pandemic spike in consumer demand is overwhelming industrial production capabilities. Today's Stocks & Topics: XOP - SPDR S&P Oil & Gas Exploration & Production ETF, ASO - Academy Sports & Outdoors Inc., Young Workers with Large Pay Increases, Consumer Sentiment, GOOG - Alphabet Inc. Cl C, MMP - M...

11-11-2021: Report: Younger Women Are Narrowing the Gender Investing Gap 12.11.2021 46:30

Nearly three-fourths of millennial women, ages 25 to 40 years old, are now investing outside their retirement accounts and compared to other age groups, they are also more likely to invest for specific goals. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc. Inflation, PENN - Penn National Gaming Inc., MMC - Marsh & McLennan Cos, Copper Stocks, Comparable Securit...

11-10-2021: Wholesale Prices Rose 8.6% Year-Over-Year in October, Tied for Highest Ever 11.11.2021 46:15

The government’s producer price index, which serves as a gauge of final demand prices from goods producers, rose 0.6% which is an indicator that inflation pressures are continuing to burden the U.S. economy. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Disney’s Earnings, LAND - Gladstone Land Corp., FPI - Farmland Partners Inc., Consumer Price Index, 401k Contributions, E...

11-9-2021: Four S&P Sectors Hit New Highs 10.11.2021 46:25

Four S&P 500 sectors — industrials, consumer staples, consumer discretionary and technology — reached fresh all-time highs Friday (11/5), the index’s seventh straight day of gains. Today's Stocks & Topics: Selling Roth I-R-A Stocks Before Retirement, PYPL - PayPal Holdings Inc., UUUU - Energy Fuels Inc., NLOK – Norton Life Lock Inc., Natural Gas, SSRM - SSR Mining Inc., COP – Conoco...

11-8-2021: Cryptocurrencies Rally: Ethereum Hits New All-Time High 09.11.2021 46:21

Cryptocurrencies are known for their volatile price swings, with moves of up to 20% higher or lower relatively common. Today's Stocks & Topics: LPX - Louisiana-Pacific Corp., New Legislation, Post-Covid Economy, MFA - MFA Financial Inc., Preferred Bonds or Preferred ETFs, VLTA - Volta Inc., WES - Western Midstream Partners L.P., YETI - YETI Holdings Inc., IAT - iShares U.S. Regional Ban...

11-5-2021: Zillow Shares Plunge After Company Exits Home-Buying Business 06.11.2021 45:47

Zillow shares have lost two-thirds of their value since February as the company’s new home-buying business turned into a money-losing albatross. Today's Stocks & Topics: Roth I-R-A, Jobs Report, California’s Natural Gas, IRS Limits for Next Year, QS – Quantum Scape Corp. Cl A, LAND - Gladstone Land Corp., MDC - M.D.C. Holdings Inc, Index Funds, WCC - Wesco International Inc. Plus: Key...

11-4-2021: The Fed Holds Rates Near Zero Yet Some Borrowing Costs Are Already on The Rise 05.11.2021 46:01

Even though the Federal Reserve didn’t raise its benchmark rate Wednesday, the days of low rates are clearly numbered, and consumers can expect to pay more. Today's Stocks & Topics: SYN - Synthetic Biologics Inc, IEA - Infrastructure & Energy Alternatives Inc., I-Bonds, STNG - Scorpio Tankers Inc., JAMF - Jamf Holding Corp., RILY - B. Riley Financial Inc., Mortgage and Retirement, B...

11-3-2021: Small Caps Kick Off November with A Rally 04.11.2021 45:49

The small-cap-focused Russell 2000 rose nearly 3% on Monday (11/1), far better than the S&P 500 which ended the session only slightly higher. Today's Stocks & Topics: Roth I-R-A, OPEC, Carbon Tax, PNW - Pinnacle West Capital Corp., VZ - Verizon Communications Inc., Insider Trading, CPB - Campbell Soup Co., XOM - Exxon Mobil Corp., SBOW – Silver Bow Resources Inc., CVX - Chevron Corp...

11-2-2021: What to Expect for Fund Capital Gains Distributions In 2021 03.11.2021 47:08

A strong year suggests that a decent amount of capital gains will be paid out. Today's Stocks & Topics: MRK - Merck & Co. Inc., ATVI - Activision Blizzard Inc., Rules and Regulations About Cryptocurrency, Financial Planner, American Airlines, IWM - iShares Russell 2000 ETF, IWR - iShares Russell Mid-Cap ETF, QS – Quantum Scape Corp. Cl A, TEVA - Teva Pharmaceutical Industries Ltd. A...