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...

Author

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

Episodes

3-2-2021 - Best Callers Questions 02.03.2021 45:52

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: How to Invest Your 401(k), Financial Advisors, How to not run out of Money, Retirement, Commodities, Pre-Tax Money, Conference Calls, Cash Reserve Fund, Yield Curve, Statistics, Book Value, Econo...

3-1-2021: A Sharp Rise in Bond Yields Caused Volatility 02.03.2021 46:23

The biggest monthly rise in bond yields since 2016 injected fresh uncertainty into the market, bruising technology stocks and triggering volatility. Today's Stocks & Topics: VPER - Viper Networks Inc., FNGU - MicroSectors FANG+ Index 3X Leveraged ETN, TEVA - Teva Pharmaceutical Industries Ltd. ADR, DGLY - Digital Ally Inc., PYPL - PayPal Holdings Inc., Moving Averages, Bond Index Funds,...

2-26-2021: Warren Buffett's Long-Time Business Partner Says Diversification Is 'Diworsification' 27.02.2021 46:08

97-year-old Charlie Munger is Vice Chairman of Berkshire Hathaway and he argues that owning only two or three stocks can be an advantage--what is his reasoning? Today's Stocks & Topics: ENPH - Enphase Energy Inc., VZ - Verizon Communications Inc., TOL - Toll Brothers Inc., NEM - Newmont Corp., Economic Numbers, SNDL - Sundial Growers Inc., GOLD - Barrick Gold Corp., AMD - Advanced Micro De...

2-25-2021: Self-Employed and Gig Workers Could Get Bigger Loans Under New PPP Rules 26.02.2021 46:19

The Biden administration changed how the Small Business Administration’s Paycheck Protection Program calculates forgivable loans for the smallest firms and sole proprietors. Today's Stocks & Topics: UNM - Unum Group, Options, 401k Options, Aggregate Bonds, Student Debt, LEA - Lear Corp., SNX - SYNNEX Corp., Saving for Retirement, DKNG - DraftKings Inc. Cl A, VLKPF - Volkswagen AG Non-Vtg...

2-24-2021: Fed Chairman Powell: Economic Recovery Far from Complete 25.02.2021 46:15

Powell expects that inflation "will probably be a bit volatile over the next year," but does not see those changes being large or persistent. Today's Stocks & Topics: MRNA - Moderna Inc., GSK - GlaxoSmithKline PLC ADR, China Mobile Ltd., CLNE - Clean Energy Fuels Corp., WMC - Western Asset Mortgage Capital Corp., Health Savings Account, BUG - Global X Cybersecurity ETF, CIBR - Fi...

2-23-2021: Could The S&P 500’s Trailing 12-month Return Be Ready to Soar? 24.02.2021 46:18

One analyst explains that the stock market does not typically respond favorably to impressive earnings growth because the market is forward looking. Today's Stocks & Topics: GM - General Motors Co., SNDL - Sundial Growers Inc., CVS - CVS Health Corp., HD - Home Depot Inc., GBTC - Grayscale Bitcoin Trust, VSTO - Vista Outdoor Inc., ACI - Albertsons Cos. Inc., Dividend Reinvestment, NKLA -...

2-22-2021: COVID Fallout: Study Shows 1 in 10 U.S. Workers May Have to Switch Jobs By 2030 23.02.2021 46:03

Food service, customer sales, and broader service sectors of the labor market could see the largest negative impact from the COVID-19 pandemic. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, OGE - OGE Energy Corp., Interest Rates, MDT - Medtronic PLC, Marriage and Taxes, HVBTF - Hive Blockchain Technologies Ltd., INTC - Intel Corp., Bond Yield, ORI - Old Republic International C...

2-19-2021: New Rule On 401(k) Rollovers Takes Effects 20.02.2021 46:29

The Labor Department regulation strengthens consumer protection on trillions of dollars in retirement accounts. Today's Stocks & Topics: CL - Colgate-Palmolive Co., HII - Huntington Ingalls Industries Inc., TGH - Textainer Group Holdings Ltd., Copper, DMTK - DermTech Inc., GM - General Motors Co., Airline Stocks, Annuities, Gold, AEM - Agnico Eagle Mines Ltd. TRIVIA QUESTION: "Can...

2-18-2021: Household Debt Rises To $14.6 Trillion Due to Record-Breaking Spike In Mortgage Loans 19.02.2021 46:30

Mortgage debt alone passed $10 trillion for the first time and it increased at the fastest fourth quarter pace since 2006. Today's Stocks & Topics: GME - GameStop Corp. Cl A, D - Dominion Energy Inc., GT - Goodyear Tire & Rubber Co., CCIV - Churchill Capital Corp. IV Un, Day Trading, Retail Sales, Inflation, BGS - B&G Foods Inc., Trading on Fundamentals, Taxes, Wash-Sale Rule, MR...

2-17-2021: B of A Survey: More than 90% of investors believe the economy will be stronger in 2021 18.02.2021 46:27

Chief investment officers reportedly favor capital spending over improving balance sheets. Today's Stocks & Topics: SQ - Square Inc. Cl A, PEP - PepsiCo Inc., FTNT - Fortinet Inc., Real Estate Value, SRG - Seritage Growth Properties Cl A, Inflation, CVS - CVS Health Corp., GLUU - Glu Mobile Inc., PG - Procter & Gamble Co., HRB - H&R Block Inc., Retail Sales. Our Sponsors: * Check...

FEBRUARY RAPID FIRE HOUR 17.02.2021 56:33

In this free Rapid Fire Hour podcast, InvestTalk hosts Steve Peasley and Justin Klein provide unbiased answers to over 30 caller questions. Topics include: Yahoo Finance Information, Dollar Cost Average, Investing in Australia, 15- or 30-Year Mortgages, New Roth I-R-A, Transferring Positions, Holdings, Investing Strategy, How to Get Stocks Information, Health Savings Accounts, Bonds, Value Stocks...

2-16-2021: How to Prepare for Inflation in A Post-Pandemic Boom 17.02.2021 45:57

Massive government spending, coupled with easy monetary conditions, and a vaccine induced sense of protection could create the 'perfect inflation storm'. Today's Stocks & Topics: Fractional Shares, Privately Owned Company, Market Fall, Saint Louis Fed President, Investing Lessons, POW - WAMMO Inc., 401k Allocation, TGT - Target Corp., Donor-Advised Funds, UNFI - United Natural Fo...

2-15-2021 - Best of Caller Questions - President's Day 15.02.2021 45:54

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, Inflation, Loans, 401K, Stocks and Taxes, Late-Start Retirement, I-R-As, Traditional I-R-A & Taxes, Natural Gas Index, Retirement Funds Management, Value Rotation, Silver &...

2-12-2021: 10 Alternatives to Tapping Your Retirement Accounts When You Need Cash Now 13.02.2021 46:01

When you pull cash from your retirement account, you are missing out on a market opportunity. Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Market Movements, Jobs Report, Robinhood, Money Mistakes, FSLR - First Solar Inc., Stock Evaluation, KOPN - Kopin Corp., MINDX - Matthews India Fund Investor, Selling Mutual Funds, TOT - Total SE ADR, AMZN - Amazon.com Inc., BEP - Brookfiel...

2-11-2021: Why It Might Be A 'Mistake' To File Your 2020 Taxes Now 12.02.2021 46:00

The government will determine whether or not you get a stimulus check based on your adjusted gross income – from the 2019 or 2020 tax year. Today's Stocks & Topics: Long Term Shares, FRX - Forest Road Acquisition Corp. Cl A, AHH - Armada Hoffler Properties Inc., UL - Unilever PLC ADR, Loans, SBH - Sally Beauty Holdings Inc., Dollar Devaluation, TSLA - Tesla Inc. Our Sponsors: * Check out...

2-10-2021: Utilities and Healthcare Are 'Sector Laggards' 11.02.2021 45:13

Utilities stocks kicked off the week as the worst performing sector, showing a 1.1% loss-- followed by the Healthcare sector. Today's Stocks & Topics: BYDDY - BYD Co. Ltd. ADR, PLAY - Dave & Buster's Entertainment Inc., Mortgage Forbearance, Bitcoin Energy Consumption, TNET - TriNet Group Inc., XL - XL Fleet Corp., RVT - Royce Value Trust Inc., How to Become a Personal Financial...

2-9-2021: Chapter 15 Filing Brings 'Day of Reckoning' For Luckin Coffee 10.02.2021 45:45

The bankruptcy protection move suggests that when the full story is written, it won’t be good for shareholders. Today's Stocks & Topics: ARKG - ARK Genomic Revolution ETF, MMM - 3M Co., United Kingdom Assets, Robinhood Sued, How Aggressive Should Young Investors Be, Reading the Fundamentals, YETI - YETI Holdings Inc., TTCF - Tattooed Chef Inc., TXRH - Texas Roadhouse Inc., BA - Boeing Co.,...

2-8-2021: Lack of Overhauls at U.S. Refiners Could Stall Industry Recovery 09.02.2021 46:24

Margins on average are positive on each barrel of oil processed, but refiners are losing money on output as crude prices rise faster than demand for fuel. Today's Stocks & Topics: AMT - American Tower REIT, Bonds, Stimulus Checks, Historical Bond Fund Returns, ABM - ABM Industries Inc., ET - Energy Transfer LP, REET - iShares Global REIT ETF, ADMA - ADMA Biologics Inc., CRWD - CrowdStrik...

2-5-2021: Bank Stocks Jump as Yields Rise, But There Are Long-Term Doubts About the Group 06.02.2021 46:19

The latest rise in bond yields has boosted financial stocks, but the rally’s staying power remains in question. Today's Stocks & Topics: OLN - Olin Corp., Jobs Report, Baby Boomers Financial Stress, TPIC - TPI Composites Inc., MOS - Mosaic Co., VWAGY - Volkswagen AG 1/10th ADR, TWO - Two Harbors Investment Corp., MIK - Michaels Cos. Inc., KO - Coca-Cola Co., PEP - PepsiCo Inc., Pfizer Va...

2-4-2021: Service Industries In U.S. Expanded By Most In Nearly Two Years 05.02.2021 46:09

estate, rental and leasing, construction and wholesale trade. Today's Stocks & Topics: LRLCY - L'Oreal S.A. ADR, QCOM - Qualcomm Inc., Fiscal Support, Online Brokers, Regulators, TEF - Telefonica S.A. ADR, OEG - Orbital Energy Group Inc., PG - Procter & Gamble Co., URNM - NorthShore Global Uranium Mining ETF, APHA - Aphria Inc., TCNNF - Trulieve Cannabis Corp., VNQ - Vanguard Real...

2-3-2021: 5 Must-Haves in Your 2021 Financial Plan 04.02.2021 46:02

A new year offers everyone an opportunity to revisit their financial priorities and to document them in a written financial plan. Today's Stocks & Topics: EQIX - Equinix Inc., NVR - NVR Inc., MSCI - MSCI Inc., DIS - Walt Disney Co., Robin Hood, NKLA - Nikola Corp., GWPH - GW Pharmaceuticals PLC ADR, ECL - Ecolab Inc., MHH - Mastech Digital Inc., MNKD - MannKind Corp., DG - Dollar General C...

2-2-2021: Has Silver Averted A 'Short Squeeze' Play? 03.02.2021 46:23

The precious metal retreated from eight-year highs on Tuesday after retail traders had set their sights on the metals market in Monday’s session. Today's Stocks & Topics: LMT - Lockheed Martin Corp., GDX - VanEck Vectors Gold Miners ETF, Vaccinations, Retirement & Taxes, Stock Warrant, TDW - Tidewater Inc., AMZN - Amazon.com Inc., JETS - U.S. Global Jets ETF, WFC - Wells Fargo & Co...

2-1-2021: 'Gamma Squeeze' Is Large Part Of Meteoric Rise In Share Prices 02.02.2021 46:14

In investing, a "squeeze" typically refers to times when rapid price movements in a company's stock force investors to make changes in their investment positions that they otherwise wouldn't. Today's Stocks & Topics: Roth 401k, Indexing, CRLBF - Cresco Labs Inc., Tesla, PRKR - Parkervision Inc., CWEN - Clearway Energy Inc. Cl C, T - AT&T Inc., Robin Hood, MKL - Markel C...

1-29-2021: Short-Sell Frenzy: Understand The Basics Before Making A Move 30.01.2021 46:23

One of the best ways to lower your risk is to diversify your investment portfolio. Today's Stocks & Topics: BWA - BorgWarner Inc., Economic Statistics, New Homes Construction, QS - QuantumScape Corp. Cl A, Biotech Sector, PACB - Pacific Biosciences of California Inc., Clean Air, GDX - VanEck Vectors Gold Miners ETF, CCI - Crown Castle International Corp., AMT - American Tower REIT. TRIVIA...

1-28-2021: Signs You Have A Bad Retirement Plan 29.01.2021 46:13

What are the alternatives if you have a retirement plan that significantly restricts your ability to earn a profit on your savings? Today's Stocks & Topics: ZNGA - Zynga Inc. Cl A, GDP Numbers, Australian Regulators and Google, Convertible Bonds, BA - Boeing Co., GRBK - Green Brick Partners Inc., APPS - Digital Turbine Inc., Fully Paid Lending Program. TRIVIA QUESTION: "Are you aware o...