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

04-23-20: COVID-19 Retail Bankruptcies May Just Be Beginning 24.04.2020 49:12

Cost-cutting measures help but most companies have big bills to pay, so survival may depend on available cash and due dates for their biggest loans. Today's Stocks & Topics: The Oil Market, Medicare, GRPN - Groupon Inc., Life Insurance, COST - Costco Wholesale Corp., GDX - VanEck Vectors Gold Miners ETF, Roth I-R-A, Leon Cooperman Says The Coronavirus Crisis Will Change Capitalism Forever,...

04-22-20: After 12 Months Of High Volatility, The S&P 500 Is About Back To Where It Started 22.04.2020 48:03

The markets have seen threats from a trade war, a global economic slowdown, and a pandemic-- and shares of big U.S. companies are holding up. Today's Stocks & Topics: Earning Season, Stimulus Checks and the Stock Market, Economy Recovery, SHOP - Shopify Inc. Cl A, LB - L Brands Inc., Mutual Funds, TQQQ - ProShares UltraPro QQQ, TRP - TC Energy Corp., CNQ - Canadian Natural Resources Ltd.,...

04-21-20: Prediction: America's Economic Reopening Will Be Fragile, Partial and Slow 21.04.2020 45:11

The re-emergence over the coming weeks and months will be rolled out in stages and vary state by state. Today's Stocks & Topics: Dark Clouds Over Real Estate, Why Oil Collapsed, Plenty of Food, Best Stores, CWH - Camping World Holdings Inc. Cl A, Oil Industry, DXC - DXC Technology Co. Target Dated Funds, Oil & Gold Relationship with the Stimulus, FB - Facebook Inc. Cl A, OXY - Occident...

04-20-20: Nearly 3 Million Borrowers Have Been Granted Mortgage Relief 20.04.2020 48:34

Opinion: The government must be prepared to respond quickly to prevent a liquidity shortfall in the single-family and multifamily mortgage markets. Today's Stocks & Topics: DFS - Discover Financial Services, Oil Industry, CVX - Chevron Corp., Investing, CZR - Caesars Entertainment Corp., USO - United States Oil Fund LP, ZTS - Zoetis Inc., Cash Flow Banking, Oil Prices. Our Sponsors: * Chec...

04-17-20: Prepare For Massive New Opportunities In Stocks 17.04.2020 47:34

Opinion: A major shift in the post-coronavirus economy means investors will want to emphasize stocks and non-broad-based ETFs. Today's Stocks & Topics: China, March Economic Numbers, Mortgage Rates, ZBRA - Zebra Technologies Corp. Cl A, Index Fund Stocks, Gold Mines, FIZZ - National Beverage Corp., Reinvesting Dividends, PUMP - ProPetro Holding Corp., NRZ - New Residential Investment Corp....

April Bonus Show – InvestTalk Callers - 04-17-2020 17.04.2020 56:31

This special InvestTalk “Rapid Fire Hour” features brisk-paced answers to 29 listener questions. Today's Stocks & Topics: ETFs or Mutual Funds, SYY - Sysco Corp., TDG - TransDigm Group Inc., VZ - Verizon Communications Inc., Options, TWO - Two Harbors Investment Corp., FDX - FedEx Corp., UPS - United Parcel Service Inc. Cl B, Position, 401k Contributions, Bonds, Junk Bonds, DFS - Discover...

04-16-20: Can PayPal And Square Finally Prove They Can Beat The Banks? 17.04.2020 48:06

With many small businesses in COVID-19 crisis mode, PayPal and Square have been approved to distribute Paycheck Protection Program (PPP) loans. Today's Stocks & Topics: LOGI - Logitech International S.A., XOM - Exxon Mobil Corp., CVX - Chevron Corp., Travel Industry, DAL - Delta Air Lines Inc., ETFs, WDAY - Workday Inc. Cl A, Silver ETFs, Non-Traded REITs, Index Investing, Money Market Fun...

04-15-20: JP Morgan Chase Will Strengthen Mortgage Borrowing Standards 15.04.2020 48:10

The change highlights how banks are quickly shifting gears to respond to the darkening U.S. economic outlook and stress in the housing market. Today's Stocks & Topics: Private REITs, Coronavirus vs. Globalization, VMW - VMware Inc., Market Trends, Investing Strategy, USO - United States Oil Fund LP, UAL - United Airlines Holdings Inc., 401k, Bonds, RCL - Royal Caribbean Cruises Ltd., Payme...

04-14-20: With 5 Million Additional Unemployment Claims Expected, Could Layoffs Become Permanent? 14.04.2020 47:57

As companies look to trim costs, economists say there could be more longer-term and permanent layoffs for retail, travel, and restaurant workers. Today's Stocks & Topics: GDX - VanEck Vectors Gold Miners ETF, MGM - MGM Resorts International, Stimulus Package, LMT - Lockheed Martin Corp., PM - Philip Morris International Inc., FNV - Franco-Nevada Corp., G - Genpact Ltd., BAC - Bank of Ameri...

04-13-20: Will Debt-Fueled Inflation Make The ‘Cash Is Trash’ Argument Viable? 13.04.2020 48:06

The founder of the world’s largest hedge fund has warned there will be some combination of monetized deficits, currency depreciation, and large tax increases. Today's Stocks & Topics: BGS - B&G Foods Inc., PRU - Prudential Financial Inc., ET - Energy Transfer LP, CSCO - Cisco Systems Inc., LMRK - Landmark Infrastructure Partners L.P., MUB - iShares National Muni Bond ETF, HNP - Huaneng...

04-10-20: Opinion: Coronavirus Effect Could Be ‘Far Deeper Than The Subprime Crisis’ 10.04.2020 47:12

04-10-20: Opinion: Coronavirus Effect Could Be ‘Far Deeper Than The Subprime Crisis’ One mortgage company CEO is warning of dire straits in light of severe unemployment figures. Today's Stocks & Topics: Buy Cheap Stocks, Russia–Saudi Arabia Oil Price War, EVR - Evercore Inc. Cl A, Investing Strategy, BRY - Berry Corp., Stop Losses, CCL Carnival Corp., CVNA - Carvana Co. Cl A, Rebalancing...

04-09-20: Many Small Business Owners Are Being ‘Shut Out’ Of The $350 Billion Loan Program 09.04.2020 48:42

Small businesses make up half of our economy, but this crisis has the potential to be the 'last straw' for many owners and their employees. Today's Stocks & Topics: RUT - Russell 2000 Index, Market and The Economy, Dogecoin, Oil, LB - L Brands Inc., Investing Strategy, ZM - Zoom Video Communications Inc., Target Date Funds. Our Sponsors: * Check out Anthropic and use my code Claude...

04-08-20: Some of The Best InvestTalk Calls 02 09.04.2020 48:42

Today's Stocks & Topics: I-R-A, ETFs, Mutual Funds, 401k, 200 Day Moving Average, Insurance, Rebuilding After Bankruptcy, Roth I-R-A, Fiancial Analysis, Young Investor, Mutual Funds vs. ETFs, Unusual Expectations, Over the Counter Stocks, Long-Short Mutual Funds, When to Sell, I-Bonds, Income Production Vehicles, Equity, Investing for Kids. Our Sponsors: * Check out Anthropic and use my co...

04-07-20: Trader's Opinion: Stocks That Could Get A Boost From 'Work-A-Home' Trend 08.04.2020 47:22

With millions of Americans working remotely, a handful of stocks are poised to benefit from the boom. Today's Stocks & Topics: Grocery Prices, Doctors and Nurses Shortage, Having Emergency Funds, STOR - STORE Capital Corp., DIS - Walt Disney Co., JNUG - Direxion Daily Junior Gold Miners Index Bull 2X Shares, Reinvesting Dividends, PFE - Pfizer Inc., RESN - Resonant Inc. TRIVIA QUESTION: &#...

04-06-20: Economic Analyst: Bear-Market Survival Tips 06.04.2020 44:30

This opinion projects that the selloff for equities and many other assets will continue until excess speculation stops. Today's Stocks & Topics: Stock Buybacks, Risk Premium, What is Panic, AAPL - Apple Inc., Companies with Debt, KRO - Kronos Worldwide Inc., CZR - Caesars Entertainment Corp., GDX - VanEck Vectors Gold Miners ETF. Our Sponsors: * Check out Anthropic and use my code Claude....

04-03-20: Entering Retirement In The Middle Of A Health And Financial Crisis 03.04.2020 47:57

The idea of leaving the workforce now may seem reckless, how can you handle your money and emotions? Today's Stocks & Topics: Oil Prices, Job Openings, PEP - PepsiCo Inc., Stimulus Package, SLV - iShares Silver Trust, FB - Facebook Inc. Cl A, Dividends, WRI - Weingarten Realty Investors, O - Realty Income Corp., Preferred Stocks. TRIVIA QUESTION: "Today's economic shock-- the delib...

04-02-20: Which States Could Suffer The Biggest Coronavirus Job Losses? 02.04.2020 48:30

When the pandemic eventually subsides, the economic impact will be felt unevenly from one part of the country to another. Today's Stocks & Topics: Real Estate, CXW - CoreCivic Inc., GRMN - Garmin Ltd., Travel Stocks, Investing in the Market, JNJ - Johnson & Johnson, MKL - Markel Corp., Leverage, SLB - Schlumberger Ltd. Our Sponsors: * Check out Anthropic and use my code Claude.ai/inves...

04-01-20: Opinion: 60 Large U.S. Companies Are ‘Susceptible To A Dividend Cut’ 02.04.2020 48:28

Investors who rely on income are already seeing companies reduce or eliminate dividend payouts as the coronavirus spreads. Today's Stocks & Topics: ISM Report for March, Stock Market Recovery, Oil Prices, XOM - Exxon Mobil Corp., ERI - Eldorado Resorts Inc., COVID-19, KR - Kroger Co., JDST - Direxion Daily Junior Gold Miners Index Bear 3X Shares, AMRN - Amarin Corp. PLC ADR, ZM - Zoom Vide...

03-31-20: Opinion: Several Indicators Suggest A Stock Market Bottom 31.03.2020 48:14

*Panic selling of stocks has ceased as the economic stimulus takes hold, but coronavirus fears could send the S&P 500 swooning again. *Today's Stocks & Topics: Statistics, Another Stimulus Package, SH - ProShares Short S&P 500, PRU - Prudential Financial Inc., HBI - Hanesbrands Inc., Coronavirus Indicators, TSLA - Tesla Inc., Technical Questions, ETFs, EXC - Exelon Corp., 401k, TWN...

03-30-20: The Fed’s Balance Sheet Just Passed $5 Trillion For The First Time 31.03.2020 48:18

The central bank is greatly increasing the amount of Treasurys and other assets it owns in an effort to keep markets and the economy afloat during the coronavirus crisis. Today's Stocks & Topics: Portfolio Risk, Roth I-R-A, AXP - American Express Co., BKNG - Booking Holdings Inc., EXPE - Expedia Group Inc., MLM - Martin Marietta Materials Inc., MPC - Marathon Petroleum Corp., Dollar Cost...

03-27-20: Coronavirus Slowdown Starts To Rival The Fed's 'Doomsday Bank Stress' Scenario 28.03.2020 46:19

Could the unfolding market shock and the economic crisis caused by coronavirus disruption shape up be a nightmare scenario for the Federal Reserve? Today's Stocks & Topics: The Fed & Coronavirus, Emerging Markets, The Bond Market, WORK - Slack Technologies Inc., KL - Kirkland Lake Gold Ltd., ABBV - AbbVie Inc., Roth I-R-A, BA - Boeing Co., Best Time of the Day to Buy, AFL - AFLAC Inc...

03-26-20: Opinion: The Stock Market Rally Has A Better-Than-Even Chance Of Failing 27.03.2020 48:37

There has been a fresh bullishness in stocks, but ‘capitulation’ among investors has not yet occurred. Today's Stocks & Topics: The Fed Balance Sheet, EQNR - Equinor ASA ADR, D Dominion Energy Inc., MINT - PIMCO Enhanced Short Maturity Active ETF, Bonds, PULS - PGIM Ultra Short Bond ETF, Stimulus Package, TZOO – Travelzoo, EXPE - Expedia Group Inc. Our Sponsors: * Check out Anthropic and u...

03-25-20: Global Investor Opinion: Trump ‘Kind Of Right’ About Wanting To Get U.S. Back To Work Soon 26.03.2020 48:08

The U.S. economy can’t remain virtually shut down forever, so is a fast stock market recovery possible once the worst of the outbreak passes? Today's Stocks & Topics: Stimulus Package, Insiders Are Buying, Who's Hiring, QCOM - Qualcomm Inc., Crude Oil, PYPL - PayPal Holdings Inc., ULTA - Ulta Beauty Inc., Retirement Distribution, VIAC - ViacomCBS Inc. Cl B, HOG - Harley-Davidson Inc....

03-24-20: Real Estate Billionaire's Opinion: The U.S. Commercial-Mortgage Market Is On The 'Brink Of Collapse' 25.03.2020 48:29

If banks and the government don’t take prompt action to keep borrowers from defaulting, a “domino effect” of catastrophic economic consequences could occur. Today's Stocks & Topics: Is this The Bottom of the Market?, China Economy, Bonds, 401(k) Rollover, MKC - McCormick & Co. Inc., TNXP - Tonix Pharmaceuticals Holding Corp., Balance Sheet, BAC - Bank of America Corp., UTX - United T...

03-23-20: Opinion: How The Coronavirus Is Threatening The Housing Market’ 24.03.2020 48:47

A mortgage firm CEO says lenders must prepare now for a U.S. recession. Today's Stocks & Topics: F - Ford Motor Co., HAL - Halliburton Co., Tax Day Extension, XOM - Exxon Mobil Corp., Mortgage Refinancing, JNJ - Johnson & Johnson, KMB - Kimberly-Clark Corp., Index Funds, Commodities. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.an...