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InvestTalk

1,740 episodes - English - Latest episode: 22 days ago - ★★★★ - 719 ratings

Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.

This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.

InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.

No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?

Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.

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Episodes

5-16-2022 – Should Dividend Investors Buy 'No-Moat' REITs?

May 17, 2022 00:01 - 47 minutes - 43.5 MB

An inability to generate pricing power and the reality of tenants who operate on thin margins complicates the landscape.   Today's Stocks & Topics: NFLX - Netflix Inc., RTLR - Rattler Midstream L.P., Higher Interests, Value Funds, Tech Space, Options Market, Independent Advisers, JOAN - JOANN Inc., INMD - InMode Ltd., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettaston...

5-13-2022 – Must You Put 20% Down When Buying a House?

May 14, 2022 00:04 - 46 minutes - 42.6 MB

A down payment of less than 20% means you'll need to make private mortgage insurance payments too-- and there are other drawbacks.   Today's Stocks & Topics: ALB - Albemarle Corp., Inflation, Import Price Index, Bear Market Duration, Twitter Sale on Hold, SFM - Sprouts Farmers Market Inc., SCCO - Southern Copper Corp., How Do the Stock Market Grow, GAIN - Gladstone Investment Corp., GLAD - Gladstone Capital Corp., Small Cap Funds, ED - Consolidated Edison Inc.   Plus: Key Benchmark Numbe...

5-12-2022 – Is the 'Inflation Glass' Half Empty or Half Full?

May 13, 2022 00:08 - 47 minutes - 43.3 MB

The latest numbers mean different things to different economists.   Today's Stocks & Topics: PYPL - PayPal Holdings Inc., CM - Canadian Imperial Bank of Commerce, NEXT – Next Decade Corp., RYCEY Rolls-Royce Holdings PLC ADR, The Bond Market, Pension Rollover, Stablecoins and The Crypto Market Crash. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: www.ebay.com Advertising Inquiries: https://redcircle.com...

5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market?

May 12, 2022 00:03 - 46 minutes - 42.4 MB

Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences.   Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Digital Turbine Inc., AAPL - Apple Inc., The Crypto Market: TERRA, O - Realty Income Corp., Commodities. Our Sponsors: * Check out Rosetta Ston...

5-10-2022 – Has the 2022 Stock Drop Left the Market Undervalued?

May 11, 2022 00:00 - 46 minutes - 42.8 MB

Some argue that a flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced.   Today's Stocks & Topics: ADDYY - Adidas AG ADR, Inflation, Russia’s Economy, Boeing, Goldman Sachs, UNP - Union Pacific Corp., The Stock Market, Charts, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, DVN - Devon Energy Corp., Insurance. TRIVIA QUESTION: "In which YEAR was the first PC-- personal computer-- marketed? And what do you suppose was and is the best-selling P...

5-9-2022 – Will Cryto's Fall Continue to Parallel Stock Market Sell Offs?

May 10, 2022 00:00 - 46 minutes - 42.8 MB

For about a year, the crypto market, led by bitcoin, has remained highly correlated with the moves in equities, particularly tech stocks.   Today's Stocks & Topics: Annuities, I-Bonds, LAZ - Lazard Ltd., FB - Meta Platforms Inc., AMZN - Amazon.com Inc., Retirement Portfolio, The Bond Market, TCNNF - Trulieve Cannabis Corp., COST - Costco Wholesale Corp., GOOG - Alphabet Inc. Cl C, Inflation & Wages. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://ww...

5-6-2022 – First Quarter Worker Output Shows Biggest Decline Since 1947

May 07, 2022 00:00 - 46 minutes - 42.7 MB

Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%.   Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, The Stock Market.    Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gaso...

5-5-2022 – What Do Rising Interest Rates Mean for Diversification?

May 05, 2022 23:59 - 46 minutes - 42.7 MB

For investors, a rising interest rate environment may increase correlations between stocks and bonds.   Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply. TRIVIA QUESTION: "Can you define what a FIDUCIARY is-- in SIMPLE terms? AND-- how long has the term been around?" Our Sponsors: * Check out Ro...

5-4-2022 – What Are the Dynamics of the So-Called 'Great Resignation'-- and Can It Continue?

May 05, 2022 00:48 - 47 minutes - 43.3 MB

As workers enjoy the perks of record-high demand for their labor, some experts are warning that economic headwinds may put a stop to the resignation trend.   Today's Stocks & Topics: TROW - T. Rowe Price Group Inc., The Crypto Market is a Pansy, Russian Oil, Supply Chain, SBUX - Starbucks Corp., MMM - 3M Co., AZLAF - Arizona Lithium Ltd., BRKB - Berkshire Hathaway Inc. Cl B, HP - Helmerich & Payne Inc., HPE - Hewlett Packard Enterprise Co., Value Stocks vs. Growth Stocks. Our Sponsors: * ...

5-3-2022 – April Was a Brutal Month for Stocks

May 04, 2022 00:00 - 46 minutes - 42.7 MB

The S&P is off to its worst year's start since 1939—what should you be doing?   Today's Stocks & Topics: HCA - HCA Healthcare Inc., Consumer Spending, Oil High Prices, Dollar vs. Gold, UEC - Uranium Energy Corp., Diversification, SHOP - Shopify Inc. Cl A, TWLO - Twilio Inc. Cl A, PAX - Patria Investments Ltd., Rental Properties Insurance. TRIVIA QUESTION: "Can you name 3 actions you can take to save your time and money when you buy that car you've been wanting?" Our Sponsors: * Check out...

5-2-2022 – Are We at Risk For 'Stagflation' and What Is It?

May 03, 2022 00:07 - 47 minutes - 43.4 MB

The Federal Reserve is hiking interest rates in an effort to defuse an explosive year of price inflation-- but global forces could neutralize the effects of that tightening of monetary policy.   Today's Stocks & Topics: PLBY - PLBY Group Inc., Value Over Growth, Housing, Vehicle Sales, Travel and Vacation Sectors, CCJ - Cameco Corp., BCE - BCE Inc., Oil Prices, Class A Shares, ET - Energy Transfer LP, AMD - Advanced Micro Devices Inc. Our Sponsors: * Check out Rosetta Stone and use my cod...

4-29-2022 – What Are the Odds of a Home Price Decline Hitting Your Local Housing Market?

April 30, 2022 00:00 - 46 minutes - 42.9 MB

Historically speaking, inflation is particularly hard felt in the housing market, where spiking mortgage rates can quickly price out homebuyers.   Today's Stocks & Topics: MGA - Magna International Inc., VTV - Vanguard Value ETF, Real Estate Market, Bear Market, QQQ - Invesco QQQ Trust Series I, Travel and Vacation Sectors, SNDL - Sundial Growers Inc., HPE - Hewlett Packard Enterprise Co., Ukraine vs. Russia War. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, ...

4-28-2022 – Are You an Investor Who Might Reap Benefits from a 529 Education Savings Plan?

April 29, 2022 00:00 - 46 minutes - 42.5 MB

Money invested in 529 plans grows tax-free, and investors do not pay capital gains taxes if they spend that money on qualified education expenses.   Today's Stocks & Topics: Offshore Drilling, RIG - Transocean Ltd., GDP Numbers, Natural Gas, LMT - Lockheed Martin Corp., T - AT&T Inc., Reals Estate Transaction, ALLY - Ally Financial Inc., XBI - SPDR S&P Biotech ETF, QS – Quantum Scape Corp. Cl A., Oil. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://...

4-27-2022 – Do Central Banks Need to Put Rates Into the ‘Pain Zone’?

April 28, 2022 00:01 - 46 minutes - 42.7 MB

One analyst argues that, for the Federal Reserve, that task should be “relatively easy,” given the backdrop of strong real and nominal growth in the U.S   Today's Stocks & Topics: LRCX - Lam Research Corp., Investing in Stocks vs. ETFs, MKL - Markel Corp., Long Term Shares, Home Prices, CTLT - Catalent Inc., HFWA - Heritage Financial Corp., OHI - Omega Healthcare Investors Inc., FNF - Fidelity National Financial Inc., Russia Cut Natural Gas to Two Countries. Our Sponsors: * Check out Rose...

4-26-2022 – Oil Is Falling and Analysts Are Backing Off Super High Predictions

April 27, 2022 00:00 - 46 minutes - 42.4 MB

Oil just dropped below $98 a barrel and market watchers have a theory as to why-- but are they right?   Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, PLBY - PLBY Group Inc., Sings of Strong Economy, Earnings, China’s Economy, MEDP - Medpace Holdings Inc., TROW - T. Rowe Price Group Inc., MTH - Meritage Homes Corp., DOV - Dover Corp., GOOGL - Alphabet Inc. Cl A, AMRK - A-Mark Precious Metals Inc., CLF - Cleveland-Cliffs Inc.   TRIVIA QUESTION: "According to TRIPLE A --- the AVER...

4-25-2022 – Why Would Investors Beat Up Shares of Companies That Report Decent Earnings?

April 26, 2022 00:03 - 47 minutes - 43.2 MB

So far this earnings season, investors are in a downright bearish mood, punishing companies that report top- or bottom-line misses, or those that disclose a less than rosy full-year forecast.   Today's Stocks & Topics: CHPT - Charge Point Holdings Inc., The Japanese Yen, ARK Funds, MOS - Mosaic Co., Growth Stocks vs. Value Stocks, Callable Corporate Bonds, WSM - Williams-Sonoma Inc., Covered Calls, PYPL - PayPal Holdings Inc., Options, Charts. Our Sponsors: * Check out Rosetta Stone and u...

4-22-2022 – Playing It Too Safe with Finances Could Make It Harder to Reach Full Potential

April 23, 2022 00:03 - 46 minutes - 42.4 MB

Know where you want to go with financial objectives and manage your risk tolerance.   Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Elon Musk Bid, BLK - BlackRock Inc., Equity & Retirement, PYPL - PayPal Holdings Inc., ANTM - Anthem Inc., FSUTX - Fidelity Select Utilities Portfolio, SRE - Sempra, MESA - Mesa Air Group Inc.    Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline. Our Sponsors: * Check out Rosetta Stone and use my code TODAY ...

4-21-2022 – Over 8% of Americans’ Total Household Spending Goes to Health-Care Costs

April 22, 2022 00:00 - 47 minutes - 43.5 MB

A study of almost 24,000 employees at a major Fortune 100 company found that 61% of them chose the wrong plan for their needs.   Today's Stocks & Topics: Low Contribution Limits, Four Percent Rule, Homeowners Associations, AIG - American International Group Inc., DIS - Walt Disney Co., CVS - CVS Health Corp., REGN - Regeneron Pharmaceuticals Inc., PYPL - PayPal Holdings Inc., AVGO - Broadcom Inc., RF - Regions Financial Corp., ETFs Analysis, UHT - Universal Health Realty Income Trust. Our...

4-20-2022 – Expense Ratios Vary by Investment Type

April 21, 2022 00:02 - 46 minutes - 42.3 MB

It’s important to know what expense ratios are because they can eat away at your investment earnings.   Today's Stocks & Topics: JXN - Jackson Financial Inc., Rising Rates, GRWG – Grow Generation Corp., ABB - ABB Ltd. ADR, DIS - Walt Disney Co., VOO - Vanguard S&P 500 ETF, CSTR - CapStar Financial Holdings Inc., CURLF - Curaleaf Holdings Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: www.ebay.com A...

4-19-2022 – How to Extract Income from a Retirement Portfolio

April 20, 2022 00:01 - 45 minutes - 42.1 MB

There are different strategies for generating cash flows, from pure total return to income-centric approaches.   Today's Stocks & Topics: GILD - Gilead Sciences Inc., Twitter, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, ETFs and Taxes, NFLX - Netflix Inc., QCOM - Qualcomm Inc., STOR - STORE Capital Corp., LAND - Gladstone Land Corp., Equal Weight vs. Market Weighted, House Building Reports.   TRIVIA QUESTION: "Can you define, in simple terms, the role of a MUTUA...

4-18-2022 – The Red-Hot U.S. Housing Market Is Beginning to Hit Levels Not Seen Since Last Housing Bubble

April 18, 2022 23:59 - 46 minutes - 42.6 MB

Brokerage platform Redfin is seeing slightly more home listings with price cuts and fewer bookings for home showings.   Today's Stocks & Topics: FTNT - Fortinet Inc., SCCO - Southern Copper Corp., Russian Oil, I-Bonds, QYLD - Global X NASDAQ-100 Covered Call ETF, WBD - Warner Bros. Discovery Inc. Series A, T - AT&T Inc., TECK - Teck Resources Ltd. Cl B, BIG - Big Lots Inc., Retail Sales, Value Stocks, CINF - Cincinnati Financial Corp., GNRC - Generac Holdings Inc., BEN - Franklin Resources...

04-15-2022 - Best of Caller Questions - Good Friday Show

April 15, 2022 10:00 - 46 minutes - 42.6 MB

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Low Risk Investment, Roth I-R-A, Options & Covered Calls, Corporate Bonds, Buying Real Estate, Selling Personal Residence, Setting Up an Account, Cryptocurrency Law, Selling Put Options, Selling Covered Calls, Margin Investing, Retirement Plans, Interest Rates, Where to Invest, Technical Analysis,...

4-14-2022 – Calculating Your Personalized Inflation Rate Could Be Beneficial

April 15, 2022 00:01 - 46 minutes - 42.1 MB

How your family spends money is almost certainly different from the typical U.S. household.   Today's Stocks & Topics: Recession, Elon Musk, Inflation, Mortgages, Jobless Claims, IBM - International Business Machines Corp., X - United States Steel Corp., Umbrella Insurance, TECK - Teck Resources Ltd. Cl B, INMD - InMode Ltd., DOOR - Masonite International Corp., Cannabis Sector, ATER - Aterian Inc., Stock Splits, NVDA - NVIDIA Corp.   TRIVIA QUESTION: 'Tax Day' has been set as April 15 s...

4-13-2022 - Before You Leap into an 'ARM' Be Sure You Fully Understand the Risks

April 13, 2022 23:59 - 45 minutes - 41.4 MB

The appeal of an adjustable-rate mortgage can be the lower initial interest rate compared with a traditional 30-year fixed-rate mortgage-- however, that ARM rate can change down the road.   Today's Stocks & Topics: EVA - Enviva Inc., Schedule K-1, Consumer Price Index, Producer Tax Index, Earnings Season, Oil Finds, T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, AMZN - Amazon.com Inc., COIN - Coinbase Global Inc., PTSI - P.A.M. Transportation Services Inc., The Waste Industry. ...

APRIL RAPID FIRE HOUR

April 13, 2022 01:35 - 1 hour - 56.8 MB

In this free Rapid Fire Hour podcast, InvestTalk hosts Justin Klein and Steve Peasley provide unbiased answers to 30 caller questions. Topics include: XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, SKYX - SQL Technologies Corp., CEG - Constellation Energy Corp., FANG - Diamondback Energy Inc., ZEN - Zendesk Inc., REZ - iShares Residential & Multisector Real Estate ETF, MIR - Mirion Technologies Inc., EVA - Enviva Inc., WIRE - Encore Wire Corp., COWZ - Pacer U.S. Cash...

4-12-2022 - Could It Be Possible That Inflation Has Already Peaked?

April 13, 2022 00:00 - 45 minutes - 41.8 MB

One prominent analyst thinks so and is predicting that inflation will move down “sharply” as consumers shift their spending to services.   Today's Stocks & Topics: ATER - Aterian Inc, Saving Money to Buy a House, Natural Gas, Used Car Sales, KRE - SPDR S&P Regional Banking ETF, Trailing Stops, OXY - Occidental Petroleum Corp., 457 Rollover, AREC - American Resources Corp., Hedging Against Dollar Devaluation. TRIVIA QUESTION: "Can you name 3 behaviors that might trigger an IRS audit?" Our...

4-11-2022 - Do Stock Splits Change a Company's Underlying Fundamentals?

April 12, 2022 00:00 - 45 minutes - 41.3 MB

A stock split could theoretically boost retail share ownership because a cheaper stock price is more accessible to a wider range of investors.   Today's Stocks & Topics: CUBI - Customers Bancorp Inc., Loans, Housing Prices, SRC - Spirit Realty Capital Inc., Moving Averages, Amazon Split, Series I Savings Bonds, WEC - WEC Energy Group Inc., AMAT - Applied Materials Inc., Equity Summary Score, Delivery Drones.   TRIVIA QUESTION: "Can you name 3 behaviors that might trigger an IRS audit?" ...

4-8-2022 - Is 'Bond Market Turmoil' Unavoidable?

April 09, 2022 00:03 - 45 minutes - 41.4 MB

One market researcher is arguing that the Federal Reserve's original projection for 'transitory' inflation was one of the worst forecasts in FED history-- and it has had a ripple effect.   Today's Stocks & Topics: FIGS - FIGS Inc., Consumer Credit Report, Retirement Plans, VIXY - ProShares VIX Short-Term Futures ETF, MU - Micron Technology Inc., CVX - Chevron Corp., Interest Rates, NLY - Annaly Capital Management Inc.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields...

4-7-2022 - What Does ‘Shrink the FED Balance Sheet' Mean?

April 08, 2022 00:04 - 46 minutes - 42.4 MB

Fed officials reached consensus at their March meeting that they would begin reducing the central bank balance sheet by $95 billion a month, likely beginning in May.   Today's Stocks & Topics: Margin Investing, HUN - Huntsman Corp., SHW - Sherwin-Williams Co., Zelle, C - Citigroup Inc., HRTG - Heritage Insurance Holdings Inc., Housing Market, ALLY - Ally Financial Inc., Selling Covered Calls, OAS - Oasis Petroleum Inc., Value Stock vs. Growth Stock. Our Sponsors: * Check out Rosetta Stone...

4-6-2022 - What Should Investors Make of Musk's Large Twitter Stake?

April 07, 2022 00:03 - 44 minutes - 41.2 MB

Unlike other major media companies, Twitter has no controlling shareholder, giving rise to takeover speculation.   Today's Stocks & Topics: LOW - Lowe's Cos., AA - Alcoa Corp., Selling Put Options, GOOGL - Alphabet Inc. Cl A, GOOG - Alphabet Inc. Cl C, Walls Street and Energy, RBLX - Roblox Corp., PYPL - PayPal Holdings Inc., Cryptocurrency, Selling a Personal Residence, Natural Gas Prices. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosetta...

4-5-2022 - You Invest in the Stock Market, Should You Also Consider Metaverse and Crypto?

April 06, 2022 00:11 - 43 minutes - 40 MB

If you’re an investor looking for capital appreciation, the stock market has always been a top choice—however, two new investment areas might offer opportunities if you can handle the risk.   Today's Stocks & Topics: WLL - Whiting Petroleum Corp., U.S-Russia Bonds Payments, Cryptocurrency Taxes, The Fed, CNQ - Canadian Natural Resources Ltd., ENB - Enbridge Inc., LNG - Cheniere Energy Inc., MULN - Mullen Automotive Inc., LRCX - Lam Research Corp., KLIC - Kulicke & Soffa Industries Inc., Bu...

4-4-2022 - Is There a Strategy to Prevent a Portfolio Flatline?

April 05, 2022 00:03 - 47 minutes - 43.4 MB

With inflation climbing, and after the yield curve inversion, the R-word is getting tossed around more frequently.   Today's Stocks & Topics: HCA - HCA Healthcare Inc., THC - Tenet Healthcare Corp., KMI - Kinder Morgan Inc., Combating Higher Inflation, Consumers, SBRA - Sabra Healthcare REIT Inc., Options & Covered Calls, FCX - Freeport-McMoRan Inc., HEES - H&E Equipment Services Inc., DPZ - Domino's Pizza Inc., KMB - Kimberly-Clark Corp., T - AT&T Inc. vs. MMM - 3M Co. Our Sponsors: * Ch...

4-1-2022 - SEC Targets SPACs With Rules on Inflated Business Forecasts, Merger Disclosures

April 02, 2022 00:03 - 46 minutes - 42.8 MB

The SEC says investors deserve the protections they receive from traditional IPOs.   Today's Stocks & Topics: IRM - Iron Mountain Inc., Jobs Report, The Yen, Oil Reserves, AMZN - Amazon.com Inc., ARE - Alexandria Real Estate Equities Inc., XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, RIO - Rio Tinto PLC ADR, Low Risk Investment.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline. Our Sponsors: * Check out Rosetta Ston...

3-31-2022 - Mortgage Refinance Demand Plunges 60%, As Rates Hit Their Highest Level Since 2018

April 01, 2022 00:06 - 46 minutes - 42.7 MB

In addition to rising mortgage rates, home buyers continue to face sky-high prices and record low supply.   Today's Stocks & Topics: SO - Southern Co., TXN - Texas Instruments Inc., FHN - First Horizon Corp., FB - Meta Platforms Inc., CV - SCVS Health Corp., WBA - Walgreens Boots Alliance Inc., UVXY - ProShares Ultra VIX Short-Term Futures ETF, NKE - Nike Inc. Cl B, CNXC - Concentrix Corp., Selling Put Options, HD - Home Depot Inc., The IPO Market. Our Sponsors: * Check out Rosetta Stone ...

3-30-2022 - Is International Diversification Necessary?

March 31, 2022 00:03 - 47 minutes - 43 MB

Adding overseas exposure is one of the first steps toward a diversified portfolio but these investments are subject to many factors that can lead to divergent performance.   Today's Stocks & Topics: VWDRY - Vestas Wind Systems A/S ADR, Purchasing a Car, RH - RH, Ukraine War, Congress and 401k, BGS - B&G Foods Inc., CD Options, FOCPX - Fidelity OTC Portfolio, Retirement, Environmental, Social, and Governance (ESG), CNQ - Canadian Natural Resources Ltd. Our Sponsors: * Check out Rosetta Sto...

3-29-2022 - Consumer Sentiment Drops to New Decade-Long Low

March 29, 2022 23:59 - 41 minutes - 38.4 MB

The University of Michigan Consumer Sentiment Index (MCSI)-- a monthly survey of how consumers feel about the economy, personal finances, business conditions-- ended March with a 30% decline from one year ago.   Today's Stocks & Topics: UNM - Unum Group, Job Openings, New Covid Lockdown in China, ICLN - iShares Global Clean Energy ETF, Street Market, PLBY - PLBY Group Inc., CROX - Crocs Inc., SCHN - Schnitzer Steel Industries Inc., 529 Plans, CARR - Carrier Global Corp., SBUX - Starbucks C...

3-28-2022 - 5-Year and 30-Year Treasury Yields Inverted Briefly Sparking Recession Fears

March 29, 2022 00:05 - 47 minutes - 43.7 MB

Historically, the yield curve has inverted prior to recessions, with investors selling out of short-dated government debt and buying into longer-dated bonds.   Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Dividends, SBLK - Star Bulk Carriers Corp., Portfolio Management, Commodities, RIG - Transocean Ltd., BA - Boeing Co., Airlines, AT&T and Warner Bros. Merge, Part Time Retirement. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosetta...

3-25-2022 - How COVID-19 Changed Investing

March 26, 2022 00:06 - 46 minutes - 42.6 MB

In the past 2 years, supply chains essentially stopped working, consumer prices surged, and the market welcomed scores of new retail investors.   Today's Stocks & Topics: DSKE - Daseke Inc., Home Sales, Earnings Season, Oil Production in United States, How to Invest as A Minor, CRWD - CrowdStrike Holdings Inc. Cl A, LULU - Lululemon Athletica Inc., MU - Micron Technology Inc., PPG - PPG Industries Inc., Airlines and BA - Boeing Co., TGT - Target Corp., FLOT - iShares Floating Rate Bond ETF...

3-24-2022 - Pandemic Fallout: Buyer's Remorse Revealed in the Housing Market

March 25, 2022 00:01 - 47 minutes - 43.1 MB

Home values increased nearly 20% between September 2020 and September 2021, when many millennials maxed out their budget and then later regretted that decision.   Today's Stocks & Topics: RTX - Raytheon Technologies Corp., LMT - Lockheed Martin Corp., FDX - FedEx Corp., Energy Insecurity, The Fed, Generating Income Abroad, GILD - Gilead Sciences Inc., SCHD - Schwab US Dividend Equity ETF, MAN - Manpower Group, UPST - Upstart Holdings Inc, Credit Card Companies, ROKU - Roku Inc. Cl A. Our ...

3-23-2022 - Should Dividend Investors Be Concerned Over Higher Interest Rates?

March 24, 2022 00:03 - 47 minutes - 43.1 MB

Historically, the highest-yielding stocks have underperformed those that either don’t pay dividends or have lower yields during periods of rising interest rates.   Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Uranium Supply, SHOP - Shopify Inc. Cl A, KHC - Kraft Heinz Co., SQ - Block Inc., P.E. Ratio, VAW - Vanguard Materials ETF, IRM - Iron Mountain Inc., 401k, Midtown Manhattan. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosett...

3-22-2022 - Investing During a Bear Vs. Bull Market

March 23, 2022 00:04 - 44 minutes - 41.2 MB

As an investor, understanding these two scenarios is the key to determining what to do with your money.   Today's Stocks & Topics: MOS - Mosaic Co., Farmers, First Trillionaire, GSK - GlaxoSmithKline PLC ADR, China Mobile Ltd., HNST - Honest Co. Inc., LLKKF - Lake Resources N.L., SPACs - Special-Purpose Acquisition Company, VTI - Vanguard Total Stock Market ETF, UEC - Uranium Energy Corp., XYL - Xylem Inc., Fertilizer, AHT - Ashford Hospitality Trust, XLF - Financial Select Sector SPDR ETF...

3-21-22 - A Real Estate Fraud Epidemic Is Continuing

March 22, 2022 01:55 - 48 minutes - 44.4 MB

According to FBI data, wire fraud in the real estate and rental sector continues to be one of the most prevalent cybercrimes in the U.S. ALSO in this podcast: PKX - POSCO Holdings Inc. ADR, VEGI - iShares MSCI Global Agriculture Producers ETF, ING - ING Groep N.V. ADR, UTHR - United Therapeutics Corp., EQNR - Equinor ASA ADR, RYI - Ryerson Holding Corp., EPAM - EPAM Systems Inc.; Plus-- 529 Plans, iTunes Review question on ENB and CNQ; Justin discusses shale oil drilling and green energy co...

3-18-2022 - Hedge Funds Are Doubling Down on Commodities Bets As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year.

March 19, 2022 00:01 - 45 minutes - 41.5 MB

As global demand and the war in Ukraine strained supply, commodities have been a clear winner on Wall Street this year.   Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Buybacks, The Buffet Indicator, Oil Companies Drilling Plans, SNDL - Sundial Growers Inc., INTC - Intel Corp., TWI - Titan International Inc., OHI - Omega Healthcare Investors Inc., CEI - Camber Energy Inc., P.E. Ratio, AMAT - Applied Materials Inc., Passive Investing.   Plus: Key Benchmark Numbers and ...

3-17-2022 - What Does the FED's Rate Hike Mean for Borrowers, Savers, and Homeowners?

March 18, 2022 00:00 - 45 minutes - 42 MB

The cumulative effect of rate hikes is what is really going to have an impact on the economy and household budgets.   Today's Stocks & Topics: OTIS - Otis Worldwide Corp., The Bond Market, Shoppers and Higher Prices, Transferring Cash to Roth I-R-A, UGI - UGI Corp., UPS - United Parcel Service Inc. Cl B, FDX - FedEx Corp., Preferred Shares, CDRPRC - Cedar Realty Trust Inc. 6.5% Conv. Pfd. Series C, XLE - Energy Select Sector SPDR ETF, XLU - Utilities Select Sector SPDR ETF, SPXL - Direxion...

3-16-2022 - What Happens If Your Partner Disagrees with Your Retirement Plan?

March 17, 2022 00:04 - 45 minutes - 41.9 MB

It’s important to have an idea of what retirement could look like before you actually hit your golden years and leave the workforce.   Today's Stocks & Topics: MU - Micron Technology Inc., Fed Rate Hike, Western Companies, Food Insecurities, APD - Air Products & Chemicals Inc., BF.B - Brown-Forman Corp. Cl B, ZIM - ZIM Integrated Shipping Services Ltd., SCCO - Southern Copper Corp., NGLOY - Anglo American PLC ADR, Publicly Traded Stock Equities, ABBV - AbbVie Inc., GOOG - Alphabet Inc. Cl ...

3-15-2022 - How Could Your Portfolio Be Impacted as The FED Shrinks Its $9 Trillion Bond Program?

March 16, 2022 00:00 - 46 minutes - 42.7 MB

The U.S. central bank has long used its power as a lender of last resort to add liquidity to markets during times of distress.   Today's Stocks & Topics: PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., Stocks Buybacks, Energy Policy, Global Food Supply Chain, LUKOY - Lukoil PJSC ADR, ARK - KARK Innovation ETF., SU - Suncor Energy Inc., Oil Prices, WWE - World Wrestling Entertainment Inc. Cl A, CYBR - CyberArk Software Ltd., FB - Meta Platforms Inc., 529 Plan, CUBE – Cube Smart, LSI - Li...

3-14-2022 - U.S.-Listed China Shares Are Falling Again

March 15, 2022 00:00 - 45 minutes - 41.5 MB

As investors reassessed their positions, Chinese stocks were tumbling Monday morning.   Today's Stocks & Topics: SBUX - Starbucks Corp., Big Office Buildings, LEG - Leggett & Platt Inc., F - Ford Motor Co., FUTY - Fidelity MSCI Utilities Index ETF, Restricted Stocks, CROX - Crocs Inc., Small/MidCap Value and International Shares, Capital Gains, VALE - Vale S.A. ADR, Expensive Stocks, IIPR - Innovative Industrial Properties Inc.  Our Sponsors: * Check out Rosetta Stone and use my code TODA...

3-11-2022 - Inflation Jumped 7.9% in February, Highest in More Than 40 Years

March 12, 2022 01:00 - 45 minutes - 42 MB

The costs of gasoline, groceries, and shelter were the biggest inflation contributors.   Today's Stocks & Topics: T - AT&T Inc., WEAT - Teucrium Wheat Fund, WMT - Walmart Inc., SMG - Scotts Miracle-Gro Co., BGS - B&G Foods Inc., ITI - Iteris Inc., KRP - Kimbell Royalty Partners L.P., SAM - Boston Beer Co. Cl A, Oil Prices.    Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a g...

3-10-2022 - DOJ Might Be Looking at Criminal Obstruction Charge for FAANG Stock

March 11, 2022 01:03 - 45 minutes - 41.6 MB

With a referral in the works, lawmakers are focusing on Amazon’s private-label practices and its collection of third-party seller data.   Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, Drilling, STX - Seagate Technology Holdings PLC, AMZN - Amazon.com Inc., NEM - Newmont Corp., Gold and Silver, Inflation, McDonald's in Russia, GUNR – Flex Shares Global Upstream Natural Resources Index Fund, APPH – App Harvest Inc., FND - Floor & Decor Holdings Inc. Cl A, RXT - Rackspace Technology Inc...

3-9-2022 - 3 Financial Moves that Could Benefit ‘High Earners’ that Are Not Yet Wealthy

March 10, 2022 01:01 - 46 minutes - 42.2 MB

Despite generous salaries, some high earners don’t think they’ll become rich due to factors like punishing tax rates.   Today's Stocks & Topics: DISH - DISH Network Corp. Cl A, CLF - Cleveland-Cliffs Inc., Oil Spike History, Food Prices Worldwide, VHI - Valhi Inc., NFLX - Netflix Inc., KEYS - Keysight Technologies Inc., Capital Gains Tax Rates, Portfolio Management, TGT - Target Corp., Brokerage Account for Kids, HACK - ETFMG Prime Cyber Security ETF. Our Sponsors: * Check out Rosetta Sto...

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