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
Podcast website
Latest episode
Jul 11, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
9-27-2021: ROI Profits For 'Home-Flipping' Are Decreasing 28.09.2021 47:16
Returns are shrinking for several reasons including the price of home acquisition and the higher cost of rehabbing a house due to inflation and supply chain disruptions. Today's Stocks & Topics: Earnings Per Share, BG - Bunge Ltd., WDC - Western Digital Corp., STX - Seagate Technology Holdings PLC, TELL - Tellurian Inc., 401k Allocation, RPD - Rapid7 Inc., Jobs Report & The Market,...
9-24-2021: What Will Happen When the Fed Starts 'Tapering’? 25.09.2021 47:11
Tapering represents a teeing up of future rate hikes, though they appear to be at least a year in the distance. Today's Stocks & Topics: Investing in ETFs, Leading Economic Index Report, Nike Sales, Debt, Rising Taxes, WBA - Walgreens Boots Alliance Inc., Real Estate, POWW - AMMO Inc., TCS - Container Store Group Inc., ET - Energy Transfer LP, JPM - JPMorgan Chase & Co, Dividends. ...
9-23-2021: Making Rapid-Fire Changes to Take Advantage of Market Trends Is Easier Said Than Done 24.09.2021 47:15
Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. Today's Stocks & Topics: TDOC - Teladoc Health Inc, PRU - Prudential Financial Inc., GRWG – Grow Generation Corp., PLTR - Palantir Technologies Inc., 401k, VFC - VF Corp., BIG - Big Lots Inc., Tapering. Our Sponsors: * Check out Anthropic and use my...
9-22-2021: What Are the Options for Reducing the “Sequence of Returns” Risk? 23.09.2021 47:04
New retirees, or anyone on the verge of retiring, may want to consider what an extended stock market dip would mean for their portfolio. Today's Stocks & Topics: Government & Cryptocurrency, Existing Home Sales, ADC - Agree Realty Corp., Institutional Ownership, Real Estate vs. Stock Market, ISRG - Intuitive Surgical Inc., HEMZX - Virtus Vontobel Emerging Markets Oppty Fund A, Fees...
9-21-2021: Investors Turned to Foreign Stocks in August 21.09.2021 47:27
Analysis shows that investors have not had a consistent 'appetite' for U.S. equity funds. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, Homes Construction, China, Canadian Inflation, QS – Quantum Scape Corp. Cl A, ITW - Illinois Tool Works Inc., SFM - Sprouts Farmers Market Inc., Researching a Company, Trust Funds, OGN - Organon & Co., Interest Rates, T - AT&T Inc. ...
9-20-2021: Could A Proposal to Prohibit IRAs From Holding Certain Private Investments Be Bad for Some Investors? 21.09.2021 46:04
A tax package unveiled in the House would forbid individual retirement accounts from holding some types of private investments typically reserved for the wealthy. Today's Stocks & Topics: CCJ - Cameco Corp., Inflation, Inherited Stocks, CGC - Canopy Growth Corp., RIO - Rio Tinto PLC ADR (, ICLN - iShares Global Clean Energy ETF, VALE - Vale S.A. ADR, X - United States Steel Corp., RDSA...
9-17-2021: Is the Stock Market Undergoing a Slow-Motion Deterioration? 18.09.2021 47:36
One analyst thinks it is and he cites seasonal weakness, uncertainty over the COVID delta variant, and rising labor and material costs. Today's Stocks & Topics: SLGG - Super League Gaming Inc., VIA - Via Renewables Inc., Cryptocurrency, Free Money, TCS - Container Store Group Inc., Term Life Insurance, BIG - Big Lots Inc., STOR - STORE Capital Corp., CEI - Camber Energy Inc. Our Sponsor...
9-16-2021: Bond Quality Is Closely Linked to Yield 17.09.2021 47:11
Strategic-beta corporate-bond ETFs may outperform, but investors should proceed with caution. Today's Stocks & Topics: BHP - BHP Group Ltd. ADR, New Cryptocurrency Fraud, Cannabis Stocks, Economic Indicators, NEM - Newmont Corp., URNM - NorthShore Global Uranium Mining ETF, T - AT&T Inc., SQ - Square Inc. Cl A, SNAP - Snap Inc., RTX - Raytheon Technologies Corp., SBSW - Sibanye-Stil...
9-15-2021: Will Congress Close a Crypto Investor Tax Loophole? 16.09.2021 47:05
House Democrats have proposed a bill that would make crypto subject to anti-abuse rules, just like stocks, bonds, and other securities. Today's Stocks & Topics: BROS - Dutch Bros Inc., Holding Bonds, Retirement Plans, Uranium, AZZUF - Azarga Uranium Corp., ABBV - AbbVie Inc., BUD - Anheuser-Busch InBev S.A. ADR, Solar Industry, DOCRF - CloudMD Software & Services Inc., VWAGY - Volks...
9-14-2021: Oil Rises to Near Six-Week High as U.S. Supply Concerns Dominate 15.09.2021 47:15
Hurricane Ida hit the Gulf Coast hard, but the U.S. government has agreed to sell crude oil from the nation's emergency reserve to eight companies under a scheduled auction to raise money for the federal budget. Today's Stocks & Topics: URNM - Northshore Global Uranium Mining ETF, Consumer Price Index (CPI), Producer Price Index (PPI), Housing in China, Roth Conversion, Gold & S...
9-13-2021: Investing Lessons Learned from the Pandemic 14.09.2021 44:04
The global crisis has been just one of many challenges for investors. Today's Stocks & Topics: Stock Compensation, TTCF - Tattooed Chef Inc., Democrats and Tax Laws, TSN - Tyson Foods Inc. Cl A, Traditional I-R-A & Taxes, GMRE - Global Medical REIT Inc., Options, PDI - PIMCO Dynamic Income Fund, PTY - PIMCO Corporate & Income Opportunity Fund, SRE - Sempra, Investing Books. Our...
9-10-2021: Hedge Funds Slash China Exposure Amid Ongoing Regulatory Crackdown 11.09.2021 46:01
According to one high profile firm, hedge fund exposure to Chinese equities and indexes listed in the U.S. has dropped to a two-year low. Today's Stocks & Topics: Growth Stocks vs. Dividends, People Quitting Jobs, Beige Book, OTTR - Otter Tail Corp., ALL - Allstate Corp., Producer Price Index, Retirement Funds Management, Jobs Report, TXRH - Texas Roadhouse Inc., UTHR - United Therapeuti...
9-9-2021: Growth vs. Value Investing: What You Need to Know About Both To Make the Most of Your Money 10.09.2021 45:57
Value and growth investing can be divided into all kinds of sub-strategies and competing philosophies. Today's Stocks & Topics: LMT - Lockheed Martin Corp., Going Green, Brian Armstrong (Coinbase), P.E. Ratio Calculation, Rollover 401k, WAMCX - Wasatch Ultra Growth Fund Investor, AFRM - Affirm Holdings Inc. Cl A, Wealth Transfer, ORCL - Oracle Corp., Covered Calls, 401k Options. Our Spon...
9-8-2021: How Do You 'Optimize' a Portfolio for the Real World? 09.09.2021 46:21
An author and psychologist have argued that portfolios which factor in HOW PEOPLE BEHAVE-- are better than portfolios perfected via spreadsheet. Today's Stocks & Topics: PG - Procter & Gamble Co., QURE - uniQure N.V., Morgan Stanley, Income, NGVC - Natural Grocers by Vitamin Cottage Inc., VZ - Verizon Communications Inc., Shipping and Logistics, DAC - Danaos Corp., BBY - Best Buy Co....
9-7-2021: In the World of FAANG Stocks, Could Netflix Have a Definite Advantage? 08.09.2021 45:24
Facebook, Amazon, Apple, Netflix and Alphabet have outperformed the broader markets, but these stocks still face numerous threats. Today's Stocks & Topics: POR - Portland General Electric Co., ACI - Albertsons Cos. Inc., RIG - Transocean Ltd., El Salvador & Bitcoin, ARKK - Innovation ETF, Loans & The Housing Market, CLF - Cleveland-Cliffs Inc., International Stocks, MMM - 3M Co.,...
9-6-2021 - Best of Caller Questions - Labor Day 06.09.2021 46:06
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: Mutual Funds vs ETFs, Retirement, Index Funds & Dividends, Saving to Buy a House, 401k Contributions, The Economy, Interest Rates, Relocating for Retirement, 401k, Investing Strategy, Rental...
9-3-2021: PayPal Might Add a Stock-Trading Platform to Its Expanding Line-up 04.09.2021 45:32
First, PayPal took a leap into cryptocurrencies and now it is exploring ways to let users trade individual stocks. Today's Stocks & Topics: LCID - Lucid Group Inc., Jobs Report, GM to Halt Production, KR - Kroger Co., JOAN - JOANN Inc., TRTN - Triton International Ltd., CASY - Casey's General Stores Inc, Rising Wages, INMD - InMode Ltd., Block 5, New Investor, New China Stock Exchang...
9-2-2021: What Is the Gap Between Investor Returns and Total Returns?' 03.09.2021 45:18
Investor returns (also known as dollar-weighted returns or internal rates of return) often differ from reported total returns because of the timing of cash inflows and outflows. Today's Stocks & Topics: Real Estate Market, V - Visa Inc. Cl A, SYN - Synthetic Biologics Inc., BLK - BlackRock Inc., SLQT – Select Quote Inc., Good Dividend Stocks, KOS - Kosmos Energy Ltd., Risk, VOD - Vodafon...
9-1-2021: Coinbase Continues to Displease Customers with New 'Security Error' 02.09.2021 46:01
After hacking complaints last week, Coinbase, the largest cryptocurrency exchange in the U.S., has acknowledged it erroneously told 125,000 customers that their security settings had changed. Today's Stocks & Topics: CROX - Crocs Inc., Roth I-R-A, World Supply Change, Investment Software, AFRM - Affirm Holdings Inc. Cl A, Gains, Green Energy, FIGS - FIGS Inc., ADSK - Autodesk Inc., BGS -...
8-31-2021: What's The Smart Play Now If Housing Is 'Cooling Down'? 01.09.2021 46:14
All four regions of the U.S. reported a year-over-year decline in pending home sales, which is an indicator of home sales that are likely to take place in one to two months. Today's Stocks & Topics: LZB - La-Z-Boy Inc., Home Sales, China vs. Online Gaming, Portfolio Management, Tapering, BBL - BHP Group PLC ADR, ENS - EnerSys, IAUF - iShares Gold Strategy ETF, Several Roth I-R-A Accounts...
8-30-2021: Could Certain 'Fed-Proof' Stocks Be Due for A Bounce? 31.08.2021 45:50
Not all consumer discretionary stocks will perform equally, but some could be setting up for a strong end to the year. Today's Stocks & Topics: NSRGY - Nestle S.A. ADR, Crypto Firms, Estate Planning, SSSS - SuRo Capital Corp., RJF - Raymond James Financial Inc., Investing Strategy: The Wash Rule, BSRTF - BSR Real Estate Investment Trust, JEPI - JPMorgan Equity Premium Income ETF, TEVA -...
8-27-2021: Report: Amazon Plans to Open Department Stores 28.08.2021 45:59
Large retail locations that resemble department stores would be added to Amazon's book, grocery, and cashier-less convenience stores. Today's Stocks & Topics: BGS - B&G Foods Inc., Canadian Housing, Economic Statistics, American Foods That Have Been Banned in Other Countries, MDT - Medtronic PLC, BOMN - Boston Omaha Corp., Selling Option Puts, AMZN - Amazon.com Inc, Portfolio Ris...
8-26-2021: Use Caution When Chasing Yield 27.08.2021 46:14
Dividend-income funds can look appealing to those seeking a stable source of income but there is some nuance to determining what constitutes a good dividend-income index strategy. Today's Stocks & Topics: BHP - BHP Group Ltd. ADR, Saving Money to Buy a House, SU - Suncor Energy Inc., JHG - Janus Henderson Group PLC, AG - First Majestic Silver Corp, NUE - Nucor Corp., EXAS - Exact Science...
8-25-2021: Could the Stock Market Be Wrong About a Growth Slowdown And The Delta Peak? 25.08.2021 46:11
One analyst believes the stock and bond markets have been delivering opposing messages regarding the strength of the economic recovery. Today's Stocks & Topics: SD - SandRidge Energy Inc., What is Money, ABT - Abbott Laboratories, SBSW - Sibanye-Stillwater Ltd. ADR, Selling Strategy, MUDS - Mudrick Capital Acquisition Corp. II Cl A, COG - Cabot Oil & Gas Corp., MCY - Mercury General...
8-24-2021: 3 Sectors with the Biggest Fair Value Increases 25.08.2021 45:25
As the economic recovery continued to quickly move thanks in part to roaring consumer demand, some analysts have increased their fair value estimates at a more modest rate. Today's Stocks & Topics: KR - Kroger Co., Financial Quist, Habits a Self-made Millionaires, IEC - IEC Electronics Corp., IDT - IDT Corp. Cl B, VALE - Vale S.A. ADR, CFR - Cullen/Frost Bankers Inc., RCL - Royal Caribbe...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.