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

02-17-20: ENCORE PRESENTATION - The Best Investtalk Calls #4 17.02.2020 46:54

Today's Stocks & Topics: I-R-As, Roth, Dollar Cost Average, 401k, Variable Annuities, Stock Split, Stock Value, Trust Deeds, Portfolio Management, New Investor, How To Get Into The Stock Market, Close End Funds, Mutual Funds, International Markets, Day Trading, Bond Funds, Investing. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropi...

02-14-20: Report: Breaking Up Google Parent Alphabet Could Unlock Value 15.02.2020 46:27

The parts could be worth more than the whole and recent revenue reports shed light on the financial implications of asset spin-offs. Today's Stocks & Topics: Next Home Buyers, Work Part Time in Retirement, HAS - Hasbro Inc., Coronavirus Update, AMZN - Amazon.com Inc., BIG - Big Lots Inc., NTR - Nutrien Ltd., CCL - Carnival Corp., LYG - Lloyds Banking Group PLC ADR. TRIVIA QUESTION: &#3...

02-13-20: FTC Will Investigate ‘Hundreds’ Of Past Acquisitions Made By Big Tech 14.02.2020 47:54

Antitrust regulators are widening their net and targets include Microsoft, Google, Apple, Amazon and Facebook. Today's Stocks & Topics: I-R-A Contributions, Gold & Silver, Coronavirus, ALGN - Align Technology Inc., Cannabis Industry, PFE - Pfizer Inc., Portfolio Risk. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Ch...

02-12-20: Federal Reserve: Household Debt Jumps The Most In 12 Years 13.02.2020 46:36

According to the Federal Reserve, total household debt balances increased by $601 billion last year surpassing $14 trillion for the first time. Today's Stocks & Topics: Is The Market Tired, Big Tech Companies, Warren Buffet, IP - International Paper Co., SSTI - ShotSpotter Inc., SRE - Sempra Energy, Traditional I-R-As, VZ - Verizon Communications Inc., PACW - PacWest Bancorp, TSLA - Tesl...

02-11-20: Analysis: REIT Tax Myths 12.02.2020 46:17

REIT investors were big winners from recent tax reforms and an investor’s experience with REITs shouldn’t be any different than a typical dividend-paying stock. Today's Stocks & Topics: Marijuana Stocks, T-Mobile & Sprint Merge, Job Openings, China, WB - Weibo Corp. ADR, USMCA Trade Agreement, Coronavirus, SPG - Simon Property Group Inc., Utilities in China, LMRK - Landmark Infrastru...

02-10-20: Report: Where The Jobs Are By Sector 11.02.2020 46:45

The January 2020 jobs report showed U.S. companies added many more positions than expected during the month. Today's Stocks & Topics: I-R-A Mistakes, January Effect in the Stock Market, The Dollar, PDCE - PDC Energy Inc., China & the Coronavirus, JNJ - Johnson & Johnson, BA - Boeing Co., Non-Deductible IRAs, MIK - Michaels Cos. Inc., GME - GameStop Corp. Cl A, HYRE - HyreCar Inc....

02-07-20: Report: Treasury's Mnuchin: U.S. GDP May Fall Short Of 3% This Year 08.02.2020 46:24

Treasury Secretary Steven Mnuchin says he’s expecting U.S. economic growth under 3% in 2020 and he is citing his reasons. Today's Stocks & Topics: Global QE, Economic Numbers, Jobs Report, SAMG - Silvercrest Asset Management Group Inc. Cl A, PEG - Public Service Enterprise Group Inc., Capital Gaines & Taxes, KHC - Kraft Heinz Co., The KPP Newsletter, Hedging, HON - Honeywell Internat...

02-06-20: Report: Coronavirus Outbreak Making It Difficult For Chinese Investors To Buy U.S. Real Estate 07.02.2020 46:15

Chinese nationals account for nearly 20% of foreign buyers of American real estate-- and transactions are declining. Today's Stocks & Topics: Dividends or Buybacks, Commercial Real Estate, Spousal I-R-A, Real Estate Market, CGC - Canopy Growth Corp., MMM - 3M Co., KR - Kroger Co., XOM - Exxon Mobil Corp., ETN - Eaton Corp. PLC, KBWY - Invesco KBW Premium Yield Equity REIT ETF, REITs, MSF...

02-05-20: Opinion: A Value Investor's View Of Market Dynamics And Potential Dislocations 06.02.2020 46:26

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Today's Stocks & Topics: CTSH - Cognizant Technology Solutions Corp., Cracks in the Economy, GILD - Gilead Sciences Inc., Amazon's Value, ARLP - Alliance Resource Partners L.P., Balancing Finances and Life, DD - DuPont de Nemours Inc., SNAP - Snap In...

02-04-20: Opinion: Low Interest Rates Are The Economy's "Unsung Hero" 05.02.2020 46:42

In 1981, 10-year Treasury bills paid an interest rate of 16%-- but today they are at 2%. Today's Stocks & Topics: FANG - Diamondback Energy Inc., Social Security, Mortgage Rates, ISM Manufacturing Index, ABBV - AbbVie Inc., Coronavirus & The Stock Market, VERU - Veru Inc., Normalizing Earnings, RIG - Transocean Ltd., XLNX - Xilinx Inc., HT - Hersha Hospitality Trust Cl A, XOM - Exxon...

02-03-20: Only One Generation Is Less Prepared For Retirement Than They Were Two Years Ago 04.02.2020 46:55

What can a financially strapped "Gen Xer" do to get on track? Today's Stocks & Topics: Coronavirus & The Stock Market, SHAK - Shake Shack Inc. Cl A, UBER - Uber Technologies Inc., Put/Call Ratio, JKS - JinkoSolar Holding Co. Ltd. ADR, DT - Dynatrace Inc., BGS - B&G Foods Inc., Cash Investing, 5G. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a g...

01-31-20: Survey: 90% Of Americans Say Money Concerns Impact Their Stress Levels 01.02.2020 45:59

In today's strong economy, more than 40% of survey respondents wish they could have a ‘fresh’ financial start. Today's Stocks & Topics: 4th Quarter GDP, Brexit, Prop. 13, CVX - Chevron Corp., Consumer Sentiment, RIG - Transocean Ltd., Stock Search Engine, NEE - NextEra Energy Inc., JKS - JinkoSolar Holding Co. Ltd. ADR, DT - Dynatrace Inc., PFE - Pfizer Inc., TGT - Target Corp., Supe...

01-30-20: CBO Predicts: U.S. National Debt To Rise To $31.4 Trillion By 2030 31.01.2020 46:19

The gap between spending and revenue will continue to widen and would dampen economic growth over time-- possibly hitting 180% of GDP. Today's Stocks & Topics: KLA - CKLA Corp., Cut downs if You Want to Be Rich, Bear Market Coming, Economic Numbers, Coronavirus, HDLV - ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN, I-R-A, QCOM - Qualcomm Inc., PCG - PG&E Corp., B...

01-29-20: Analyst: The First Stock Market Correction Since October Has Begun 30.01.2020 46:51

One strategist believes any slump may be limited due to Federal Reserve actions. Today's Stocks & Topics: Housing Market, Becoming and Investor Adviser, T - AT&T Inc., SLB - Schlumberger Ltd., IRM - Iron Mountain Inc., ETFs for Beginner Investment, Presidential Election, ITHAX - Hartford Capital Appreciation Fund A, Goals for Retirement. Our Sponsors: * Check out Anthropic and use my...

01-28-20: Opinion: 12 Deadly Sins To Avoid When Saving For Retirement 29.01.2020 46:52

To improve your investment results, eliminate serious financial transgressions like negligence and imprudence. Today's Stocks & Topics: Global Real Estate, Fed Meeting, A Million Dollars, XOM - Exxon Mobil Corp., Coronavirus, 401k, SBGL - Sibanye-Stillwater Ltd. ADR, CBRE - CBRE Group Inc. Cl A, FIVG - Defiance Next Gen Connectivity ETF, SH - ProShares Short S&P 500. Our Sponsors: *...

01-27-20: By Age Group, How Much Money Have Americans Saved For Retirement? 28.01.2020 47:48

A new survey says most Americans want to retire by 67 and many people fall far short of what they'll need-- so what can they do? Today's Stocks & Topics: Impact of Coronavirus, Kobe Bryant's Business Empire, COG - Cabot Oil & Gas Corp., Money Creation, Capping Yields, TWTR - Twitter Inc., 401k. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great d...

01-24-20: Millennials Are Way Behind On Home Ownership 25.01.2020 46:55

Compared with the "baby boomer" generation, Millennials own a fraction of the real estate their predecessors owned at the same point in their lives. Today's Stocks & Topics: Dividend Yield, Earnings, KR - Kroger Co., Paying Loans, Portfolio Re-balancing, PEGI - Pattern Energy Group Inc., FICO Scores, HIIQ - Health Insurance Innovations Inc. Cl A, NVTA - Invitae Corp. Plus: Key...

01-23-20: $14 Billion Fund Manager: Stock Market Similarities To 2018 Might Signal Wave Of Volatility And A Correction 24.01.2020 46:35

According to his research, the S&P 500 has not fallen by more than 1% in 70 trading days and bad news could trigger a wave of volatility. Today's Stocks & Topics: Growth vs. Value, World Economic Forum Meeting, Cutting Health Care Cost, New Investor, Housing Market, S - Sprint Corp., TSLA - Tesla Inc., MPW - Medical Properties Trust Inc., TEN - Tenneco Inc. Cl A, Sectors, INTC - Inte...

01-22-20: In 2020, Should Investors Stay On The Sidelines And Hold Cash? 23.01.2020 46:12

A billionaire investor thinks a recession is unlikely this year and that investors should look beyond the coming presidential election. Today's Stocks & Topics: Social Security, Class Action Lawsuits, Super Bowl Tickets, WEN - Wendy's Co., Housing Market, OXY - Occidental Petroleum Corp., Savings Account, SCHO - Schwab Short-Term U.S. Treasury ETF, XOM - Exxon Mobil Corp., 5G, FIVG -...

01-21-20: Report: Manufacturers Will Spend $26 Billion To ‘Upskill’ And Hold Workers in 2020 22.01.2020 46:02

In a historically tight labor market with millions of unfilled positions, a skills gap is plaguing the manufacturing industry. Today's Stocks & Topics: BIIB - Biogen Inc., ENB - Enbridge Inc., C - Citigroup Inc., OPRA - Opera Ltd. ADR, VB - Vanguard Small-Cap ETF, ALLY - Ally Financial Inc., Social Security, OPRA - Opera Ltd. ADR, Euro-stocks, BA - Boeing Co., EADSY - Airbus SE ADR, Peop...

01-20-20 - ENCORE Presentation from 12-19-19 - The S&P 500 Is Within Striking Distance Of Its Best Year Since 1997 20.01.2020 46:47

According to Dow-Jones Market Data, the large-cap index must add another 1.8% to surpass 2013's performance and thus beat 1997-- which had a 31% gain. Today's Stocks & Topics: Volatility, The Weak Dollar, Real Estate, Uniform Gifts to Minors. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use m...

01-17-20: Opinion: Big Changes Are Coming To Health Care In 2020 18.01.2020 46:24

The cost of health care affects every American and new trends are on the way in this sector. Today's Stocks & Topics: PINS - Pinterest Inc., Dividend Yield, SNAP - Snap Inc., 401k, CCL - Carnival Corp., Bankers Returning to Bad Lending Practice, Hottest Home-buying Market, QCOM - Qualcomm Inc., GOLD - Barrick Gold Corp. TRIVIA QUESTION: "For 2019, what was the average FICO credit score...

01-16-20: Survey Says: 75% Of People Consider Themselves Financially Savvy-- Yet Know They Make Mistakes 17.01.2020 46:29

Budgeting blunders, such as impulse purchases, are typical occurrences-- so how can you improve your habits? Today's Stocks & Topics: Mergers, Housing Market, Gold ETFs, Silver, VIX - CBOE Volatility Index, BABA - Alibaba Group Holding Ltd. ADR, BIDU - Baidu Inc. ADR, Retirement Funds, Technical Analysis, Bullish and Bearish Consolidation, Topping, Basing, ARR - Armour Residential REIT I...

01-15-20: Could A U.S.-China Trade Deal Boost Certain Groups of Exchange-Traded Funds? 16.01.2020 46:00

U.S.-listed emerging market ETFs pulled in more than $1 billion in late December, and are typically helped by positive news on the trade front. Today's Stocks & Topics: Trade Deal with China, Elon Musk, WATT - Energous Corp., TVIX – Velocity Shares Daily 2x VIX Short Term ETN, Buying Opportunity, Streaming Wars, ACB - Aurora Cannabis Inc., Hedge Fund, Housing Market, BAC - Bank of Americ...

01-14-20: Opinion: Looking Ahead This Decade Will Be A "Roaring Twenties" For Stocks 15.01.2020 46:01

A noted economist says the economy and stocks are set to perform well for investors. Today's Stocks & Topics: Apple & Cash, Housing, Happiest Country, Quantitative Easing – QE, BA - Boeing Co., Mortgages, Federal Reserve Buying Bonds, IAU - iShares Gold Trust, REGN - Regeneron Pharmaceuticals Inc., VRTX - Vertex Pharmaceuticals Inc., 529 Plan. TRIVIA QUESTION: "5 super companie...