Investtalk

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures. Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main,...

Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies. Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero...

CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth. Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap...

Wholesale prices rose sharply in the latest report, pointing to persistent inflation that could complicate Federal Reserve policy decisions. This unexpected uptick in producer prices suggests the inflation fight is far from over, despite earlier optimism about cooling price pressures. Today's Stocks & Topics: Hertz Global Holdings, Inc. (HTZ), Market Wrap, Ball Corporation (BALL), KPP Newslett...

Block is planning to lay off nearly half its workforce in what it calls a 'deliberate and bold' embrace of AI, while eBay cuts 800 jobs citing AI transformation. This wave of AI-driven layoffs raises critical questions about the future of work and whether these productivity gains will translate to sustainable profits for shareholders. Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap,...

February's 'panic' rotation in stocks has created extreme market turbulence as investors flee from one sector to another. With the S&P 500 caught in an extremely narrow trading range, what's happening beneath the surface could determine the market's next major move. Today's Stocks & Topics: Autoliv, Inc. (ALV), Market Wrap, Novo Nordisk A/S (NVO), Market Rotation Panic: February's Wild Swi...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management...

The S&P 500 is undergoing a historic transformation that could fundamentally reshape the stock market landscape. With the Magnificent Seven experiencing a brutal February and sectoral rotations accelerating, America's flagship index is evolving in unprecedented ways. Today's Stocks & Topics: MPLX LP (MPLX), Market Wrap, Pullback in Precious Metals?, Invesco S&P MidCap 400 GARP ETF (GRP...

The traditional 4 p.m. closing bell is becoming obsolete as stocks transform into "24/7 digital cash" with round-the-clock trading. This fundamental shift in market structure is changing how investors think about timing, liquidity, and global market dynamics. Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, Microsoft Corporation (MSFT), The 24/7 Stock Market Revolution: Trading Never S...

Gold is gathering momentum and pushing above $5,000, though its been a little bumpy for precious metals investors. As geopolitical tensions rise and inflation concerns persist, the traditional safe haven is testing new psychological levels. Today's Stocks & Topics: Emerson Electric Co. (EMR), Third Annual InvestTalk Market Madness, Market Wrap, Coca-Cola Consolidated, Inc. (COKE), The Great Am...

Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026. Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surg...

U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks. Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Grea...

Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen. Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com , Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Ro...

Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them. Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Fina...

A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight. Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Gl...

We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets. Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKN...

It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models. Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock...

Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines. Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com , Inc. (AMZN), Key Benchmark Numbers: Treasury...

Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors. Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratio...

Love is in the air, but what about the bank account?  We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline. Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Wat...

A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer. Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Di...

2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4. Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund...

Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity. Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GL...

As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year. Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industr...