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

Business

Podcast website

redcircle.com

Latest episode

Jul 11, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android almost 10M downloads · 4.8 rating iOS soon

Episodes

6-26-18 European Union Tariffs On Select Goods Have Begun 27.06.2018

EU's trade chief admits their action is retaliatory, but how much will this affect the U.S. economy?  ---  Today's Stocks & Topics: LULU - LuLu Lemon Athletica, WFC - Wells Fargo & Co., UA - Under Armour Inc., DB - Deutsche Bank AG, TEVA - Teva Pharmaceutical Industries Ltd.; EU Tariffs and effect on U.S., Is It A Good Time To Buy Stocks?, U.S. Oil Production, Shorting the Market,...

6-25-18 The Bigger Cryptocurrencies Get, the Worse They Perform 26.06.2018

If trust evaporates, a cryptocurrency can simply stop functioning, and thus resulting in a complete loss of value.  Today's Stocks & Topics: FLO - Flower Foods Inc., RAD - Rite Aid Corp., DQ - Daqo New Energy Corp., GRPN - Groupon Inc., NTAP - NetApp Inc., UA - Under Armour Inc.; GE DOW Accounting Issues, White House Tariffs on China. Our Sponsors: * Check out Anthropic and use my code Cla...

06-22-18: Reality Check: What the Average Retiree Spends Every Month 23.06.2018

Your costs to run a household in retirement will fluctuate based on countless variables.  Today's Stocks & Topics: SKX - Skechers USA Inc., MEOH - Methanex Corp., INDA - iShares MSCI India ETF, FOX - 21st Century Fox Inc., VDC - Vanguard Consumer Staples ETF; Institutional Ownership, FOMO (Fear of Missing Out), Focus on Interest Rates, Tariffs on Steel. Our Sponsors: * Check out Anthropic...

06-21-18: 3 Essential Things to Consider Before Starting a Business 22.06.2018

Taking on the role of independent entrepreneur means you’ll have to balance risk and make lifestyle sacrifices.  Today's Stocks & Topics: ORCL – Oracle, TCEHY - Tencent Holdings Ltd. ADR, PFE - Pfizer, SNR - New Senior Investment Group Inc., TP - T&P Resultante Fund, IQ - iQIYI Inc., LMT - Lockheed Martin Corp, AAOI - Applied Optoelectronics Inc.; Bear Markets, Stocks vs. Bonds, Goldma...

06-20-18: $1 Million Isn't What It Used To Be 21.06.2018

One expert predicts that if you want a truly secure retirement you'll need $10 million.  Today's Stocks & Topics: SBUX – Starbucks, F – Ford, LUV – Southwest Airlines, PCG – PG&E, XLP – Consumer Staples, TSP and pension funding, GE out of the DOW-30, Short Term vs. Long Term Investing, Liquidity Crisis, SPY - SPDR S&P 500 ETF Trust. Our Sponsors: * Check out Anthropic and use m...

06-19-18: The Bottomless Social Security and Medicare Financial Hole 20.06.2018

Actuaries warn that Medicare’s low payment rates could lead to facility closures and harm access to care for the elderly. Today's Stocks & Topics: ORCL – Oracle, FOX - 21st Century Fox, YY – YY inc., DLRT – Dollar Tree, PFE – Pfizer, AMAT – Applied Materials, ABX – Barrick Gold; Real Estate Insurance, Billionaire Investors Worry About Complacent Investors. Our Sponsors: * Check out Anthrop...

06-18-18: 7 Stocks Retirees Should Avoid 19.06.2018

So much potential, but not enough certainty about the future, makes some stocks too risky for a retiree. Today's Stocks & Topics: 401k & Bonds, Junk Bond Market, Rule of Thumb, T - AT&T Inc., NTAP - NetApp Inc., JNJ - Johnson & Johnson. 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...

06-15-18: How to Defuse Your Tax Time Bomb 16.06.2018

Qualified retirement plans are a great savings tool, but there's no escaping the tax bill that will come due in retirement. Today's Stocks & Topics: Short Interest Ratio, Short Squeeze, Interest Rates, U.S.-China Trade deficit, Women's Wealth, TOL - Toll Brothers Inc., ADP - Automatic Data Processing Inc., Tech Companies, MSFT - Microsoft Corp., Buying a House, OLN - Olin Corp., NR...

06-14-18: Why Investors Shouldn't Worry That Rates Will Rise 15.06.2018

What matters most is global money supply, inflation expectations, and long to short rate spreads. Today's Stocks & Topics: Retirement, QE, Taxes & Retirement, EVC - Entravision Communications Corp., STZ - Constellation Brands Inc. Cl A, Credit Cards, Where to Invest?, The Stock Market. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.an...

06-12-18: Claiming Social Security at 65 Can Be A Mistake 13.06.2018

If you hold-off claiming Social Security, then your benefit increases because of delayed retirement credits. Today's Stocks & Topics: Treasury Note vs. CD, AT&T & Time Warner, Mutual Funds, Stock Split, UMC - United Microelectronics Corp. ADR, BGS - B&G Foods Inc., Credit Cards Debt, Stock Value, BL - BlackLine Inc., Preparing for Retirement, Passive Income, SMG - Scotts Miracl...

06-11-18: TIPS to Help Protect Your Portfolio 12.06.2018

Treasury inflation-protected securities won't make you rich, and they can be whipsawed, but they're really good at one thing. Today's Stocks & Topics: Young Investor, Uniform Transfer to Minors Act – UTMA, Market Remains Calm, Companies Debt, LL - Lumber Liquidators Holdings Inc., Value Maximization, FMC - FMC Corp., Spock Split, KO - Coca-Cola Co., NOK - Nokia Corp. ADR, D - Domin...

06-08-18: How Long Should You Keep Your Airline Credit Card? 09.06.2018

Some credit cards are more valuable over time than others--it may pay to compare.  Today's Stocks & Topics: Foreign Stocks & ETFs, Why Indexing Might Not Work So Well In The Future, Bonds, Interest Rates, OLED - Universal Display Corp., T - AT&T Inc., Treasury Yield, Factor Return, WB - Weibo Corp. ADR, BIDU - Baidu Inc. ADR, MSFT - Microsoft Corp., COP – ConocoPhillips, JNJ - John...

06-07-18: What Bubble?: 7 Reasons to Buy a House Now 07.06.2018

In the wake of the financial crisis, many Americans lost faith in the idea of a house as an investment. Today's Stocks & Topics: Retirement Accounts, Mortgage Rates, Blue Chip Companies, I-R-A, Investing, Financial Advisor vs. Financial Planner, Warrants, College Savings Plans, Buy & Rebalance, Roth, 401k, Hedge Funds. Our Sponsors: * Check out Anthropic and use my code Claude.ai/inves...

06-06-18: Can Gold Be a Smart Investment Now? 06.06.2018

On the surface there are many reasons to be wary of gold, but there can be a strategy that works. Today's Stocks & Topics: Average Net Worth, Bonds, Gold, Wall Street, Tangible Asset, I-R-As vs. Index Funds, 401k, U.S. Dollar, Bonds, 529 Plan, Retiring Early, ETFs, Treasury Bonds, IPOs, Brokers. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://...

06-05-18: How to Save for Retirement If You Don't Have a 401(k) 06.06.2018

If you're self-employed, a freelancer or your company doesn't offer a 401(k) plan, there are other smart ways to build your nest egg. Today's Stocks & Topics: International Markets, AMD - Advanced Micro Devices Inc., Average Person Spends in Retirement, Job Openings Report, VOX - Vanguard Communication Services ETF, VDC - Vanguard Consumer Staples ETF, ESIO - Electro Scientific Ind...

06-04-18: Index Funds vs. Mutual Funds 05.06.2018

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund. Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, Ho...

06-01-18: 9 Ways to Reduce Health Care Costs in Retirement 02.06.2018

Decreasing your medical bills gives you more money for other expenses. Today's Stocks & Topics: Equity Debt Ratio, Jobs Report, CPB - Campbell Soup Co., CDXS - Codexis Inc., Bond Funds, RARX - Ra Pharmaceuticals Inc., Day Trading vs. Swing Trading. 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...

05-31-18: Can Being a "Passive Investor" Meet Your Goals? 01.06.2018

Those who favor it argue that markets are inherently efficient, so there is no use in trying to beat them. Today's Stocks & Topics: DISCA - Discovery Inc. Series A, Expending Report, Savings Account, 30-Year Mortgage Rate, ETFs, DIS - Walt Disney Co., CELG - Celgene Corp., XLP - Consumer Staples Select Sector SPDR ETF, SPY - SPDR S&P 500 ETF Trust, Stop-Limit Order, Junior Mining Compa...

05-30-18: How to Choose Your First Online Brokerage 30.05.2018

You're looking for a broker that offers low fees, a wide variety of investment options, and the type of account you want. Today's Stocks & Topics: Monthly Dividends Stocks, Why Are you Investing Less than You Should Be, Job Market, Bond Market, MO - Altria Group Inc., WFT - Weatherford International Ltd., UBOT - Direxion Daily Robotics Artificial Intelligence & Automation Index Bul...

05-29-18: 35 Ways to Earn up to 11% on Your Money 29.05.2018

There's a range of opportunities for your money delivering yield, from low-risk to high-risk. Today's Stocks & Topics: Cash, Italy, Online Market, JPM - JPMorgan Chase & Co., MU - Micron Technology Inc., CPE - Callon Petroleum Co., Payout Ratio, ABEV - Ambev S.A. ADR, LNC - Lincoln National Corp. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal:...

05-28-18: Factor Investing: An Automated Approach to Beating the Market 28.05.2018

Decades of research have given way to a parade of set-it-and-forget-it product launches, especially exchange-traded funds. Today's Stocks & Topics: E.B.I.T.DA. - Earnings Before Interest, Taxes, Depreciation and Amortization, 529-Plan, Inflation, Investing for Kids, The Stock Market, When to Sell, I-R-A, Income Production Vehicles. Our Sponsors: * Check out Anthropic and use my code Claude...

05-25-18: Is A Silent Global Economic Slowdown Is Playing Out? 26.05.2018

Some analysts are seeing scattered signs of weakness in global economic data. Today's Stocks & Topics: Bonds, How to Buy a Home And Pay It Off, Gas Prices, ADM - Archer Daniels Midland Co., VLO - Valero Energy Corp., Durable Goods Report, TEVA - Teva Pharmaceutical Industries Ltd. ADR, Consumer Price Index (CPI), Producer Price Index (PPI), Stock Value, AZO - AutoZone Inc. P.E. Ratio. Our...

05-24-18: Will Higher Oil Prices Grease the Path to Recession? 24.05.2018

The U.S. is now far less dependent on imported oil, but oil prices are up 17% this year. Today's Stocks & Topics: Cannabis Market, Statistics That Will Trigger A Recession, Existing Home Sales, LUV - Southwest Airlines Co., Weighted Average Cost of Capital (WACC), I-R-A, REITs, BGS - B&G Foods Inc., RHHBY - Roche Holding AG ADR, Options, The Federal Reserve, ALB - Albemarle Corp. Our S...

05-23-18: How to Raise Financially Savvy Children 23.05.2018

Teaching financial literacy from a young age can prepare your children for the real world. Today's Stocks & Topics: Real Estate, Flash Crash, Banking Deregulation Rules, CIM - Chimera Investment Corp., HSY - Hershey Co., XLE - Energy Select Sector SPDR ETF, KHC - Kraft Heinz Co., VGELX - Vanguard Energy Fund Admiral, New Investor, Individual Bonds, WPG - Washington Prime Group Inc., Inheri...

05-22-18: How To Invest In Real Estate Without Buying Property 22.05.2018

The housing market is showing record gains--up 10 percent on average in some parts of the country. Today's Stocks & Topics: New Investor, Early Retirement, 4 Lessons To Learn From Boomers Who Did It The Hard Way, Forbes Richest People, DOC - Physicians Realty Trust, GE - General Electric Co., RRTS - Roadrunner Transportation Systems Inc., CELG - Celgene Corp., Retirement Accounts, Force to...

Listen to the InvestTalk podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.