Investtalk

With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector. Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACG...

As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs). Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and...

Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears. Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Reso...

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...

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue. Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yiel...

With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins. Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Cor...

Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market. Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vang...

With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar. Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Pla...

With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market. Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International...

The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown. Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, U...

As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake. Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Econom...

Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor. Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k...

For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026. Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Inv...

In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection. Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap...

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...

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: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking...

We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index.  Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amplify CWP International Enhanced Dividend Inco...

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: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, Ho...

Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates. Today's Stocks & Topics : RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridge Financial Solutions, Inc; a question from o...

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: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Youn...

In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festive roadmap to help you secure your financial future...

Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips. Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, Am...

Active Management's Edge in Fixed Income Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge. Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed...

Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio. Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor AS...

We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity. Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom...