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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

InvestTalk 4-12-2024 – The Dangerous Myth of ‘The New Normal’

April 12, 2024 23:57 - 46 minutes - 42.4 MB

The odds are against those who believe this time is different.   Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investiga...

InvestTalk 4-11-2024 – Does the Fed Have A 'Real Problem' On Its Hands?

April 12, 2024 00:10 - 45 minutes - 41.7 MB

The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace.   Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Fund...

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators

April 10, 2024 23:57 - 45 minutes - 41.4 MB

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts.   Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimmin...

InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations?

April 10, 2024 00:01 - 44 minutes - 41.1 MB

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years.   Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-...

InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable?

April 09, 2024 00:00 - 44 minutes - 40.9 MB

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year.   Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries...

InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio

April 06, 2024 00:06 - 41 minutes - 38.1 MB

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.   Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, ...

InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?

April 04, 2024 23:56 - 46 minutes - 43 MB

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings.   Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitabl...

InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?

April 03, 2024 23:59 - 46 minutes - 42.6 MB

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers.   Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo I...

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think

April 02, 2024 23:59 - 46 minutes - 42.4 MB

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.   Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco...

InvestTalk 4-1-2024 – Could the Bull Market Unravel?

April 02, 2024 00:03 - 45 minutes - 41.9 MB

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks.   Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettl...

InvestTalk 3-29-2024 – Best of Caller Questions

March 29, 2024 10:00 - 46 minutes - 42.9 MB

In this compilation program, Steve Peasley, 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: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Beco...

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands

March 29, 2024 02:35 - 45 minutes - 42.1 MB

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023. Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS) Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the ...

InvestTalk 3-27-2024 – History Teaches That the Fed Has Made Two Major Mistakes

March 28, 2024 00:07 - 46 minutes - 42.9 MB

As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates.   Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc....

InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement?

March 27, 2024 00:06 - 47 minutes - 43.5 MB

Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent.   Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo Internatio...

InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028

March 26, 2024 00:05 - 46 minutes - 42.9 MB

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize.   Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lenn...

InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think?

March 23, 2024 00:02 - 46 minutes - 42.5 MB

Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever.   Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A...

InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops?

March 21, 2024 23:59 - 46 minutes - 42.8 MB

This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes.   Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - Granit...

InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry?

March 20, 2024 23:48 - 46 minutes - 42.7 MB

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities.   Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., Inv...

InvestTalk 3-19-2024 – The 10 Most Important Shareholder Rights

March 19, 2024 23:51 - 46 minutes - 42.5 MB

As a shareholder, you have certain legal privileges, and you should know how to exercise them.   Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2. Our Sponsors: * Check out Rosetta Stone and use my code ...

InvestTalk 3-18-2024 – US Office Market Is World's Most Oversupplied

March 19, 2024 00:11 - 46 minutes - 42.9 MB

The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets.   Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates. 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...

InvestTalk 3-15-2024 – Is EV Euphoria Dead?

March 15, 2024 23:59 - 45 minutes - 41.9 MB

Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans.   Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Inves...

InvestTalk 3-14-2024 – Wall St Ends Down After PPI Data and As Chipmakers Fall

March 14, 2024 23:59 - 45 minutes - 42 MB

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged.   Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China. 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...

InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think

March 14, 2024 00:06 - 46 minutes - 42.8 MB

Proper accounting of cost basis is essential to avoid paying more in taxes.   Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co. 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 Advert...

InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?

March 13, 2024 00:00 - 47 minutes - 43.8 MB

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008.   Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, O...

InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery Game

March 11, 2024 23:59 - 47 minutes - 43.5 MB

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly.   Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl ...

InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024?

March 09, 2024 01:01 - 47 minutes - 43.5 MB

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target.   Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust,...

InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps?

March 08, 2024 01:05 - 46 minutes - 42.8 MB

Maintaining exposure to high-quality stocks is harder than it might seem.   Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums. 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 Advertisi...

InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher Yields

March 07, 2024 01:05 - 44 minutes - 40.7 MB

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning.   Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold. 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 ...

InvestTalk 3-5-2024 – How to Use Gold in Your Portfolio

March 06, 2024 01:00 - 43 minutes - 39.6 MB

What you need to know about the advantages and risks of investing in gold.   Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs). Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay A...

InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into Fashion

March 05, 2024 01:01 - 46 minutes - 42.6 MB

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds.   Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Au...

InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury Market

March 02, 2024 01:01 - 45 minutes - 41.6 MB

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy.   Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors. 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 Advert...

InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like Owners

March 01, 2024 01:00 - 47 minutes - 43.6 MB

There are two ways for investors to affect corporate behavior: from the outside and from the inside. (Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.)   Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand. Our Sponsors: * Check...

InvestTalk 2-28-2024 – Why Has Amazon Joined the Dow?

February 29, 2024 01:08 - 46 minutes - 42.5 MB

With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies.   Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Ar...

InvestTalk 2-27-2024 – Capital One Is Buying Discover Financial——What Is the Strategy?

February 28, 2024 01:00 - 45 minutes - 41.9 MB

If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal.   Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check ...

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds

February 27, 2024 01:03 - 46 minutes - 42.6 MB

In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend?   Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP). 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 Advertisi...

InvestTalk 2-23-2024 – Is Your Index Fund Tracking the Right Index?

February 24, 2024 01:00 - 44 minutes - 41.2 MB

Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds.   Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great de...

InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?

February 23, 2024 01:01 - 46 minutes - 42.3 MB

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.   Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation B...

InvestTalk 2-21-2024 – Considering Undervalued Stocks with Reliable Dividends

February 22, 2024 01:03 - 46 minutes - 42.8 MB

Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.   Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest i...

InvestTalk 2-20-2024 – What Will Retail Look Like in Five Years?

February 21, 2024 01:04 - 45 minutes - 41.5 MB

Some of the industry’s key decision-makers expect even more evolution ahead.   Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettasto...

InvestTalk 2-19-2024 – Best of Caller Questions

February 19, 2024 11:00 - 46 minutes - 42.9 MB

In this compilation program, Steve Peasley, 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: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking. Our Sponsors: * Check out Rosetta Stone and use my code T...

InvestTalk 2-16-2024 – How to Use Real Estate in Your Portfolio

February 17, 2024 01:01 - 46 minutes - 42.2 MB

What you need to know about the advantages and risks of investing in real estate. (Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.)   Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Staying in the Market, Hedge Funds.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yield...

InvestTalk 2-15-2024 – The Two Great Myths of Social Security Reform

February 16, 2024 01:04 - 46 minutes - 42.5 MB

In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health.   Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH - Arch Resources Inc., Commodities, META - Meta Platforms Inc., STAA - Staar Surgical Co., EBAY - eBay Inc...

InvestTalk 2-14-2024 – Report: Americans Have $1.13 Trillion in Credit Card Debt

February 15, 2024 00:59 - 48 minutes - 44 MB

Experts say there are tried-and-true payoff strategies.   Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market. 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://redcirc...

InvestTalk 2-13-2024 – Could the Institutional Private Equity 'Push' Leave Investors with Scraps?

February 14, 2024 01:03 - 45 minutes - 41.6 MB

As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking.   Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI - British American Tobacco PLC ADR, IEP - Icahn Enterprises L.P., KRP - Kimbell Royalty Partners L.P., S...

InvestTalk 2-12-2024 – Have Oil Prices Peaked Yet?

February 13, 2024 00:59 - 45 minutes - 41.8 MB

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside. (Signs of weakness in China’s economy are fueling worries about oil demand.)   Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election. Our Sponsors: * Check out Rosetta S...

InvestTalk 2-9-2024 – Considering the Best Types of Stocks to Buy in Today’s Fully-Valued Market

February 10, 2024 01:00 - 45 minutes - 41.5 MB

A strong case can be made that value stocks remain the most undervalued. (Consider your allocation based on your risk profile between equity and fixed income.)   Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon.   Plus: Key Benchm...

InvestTalk 2-8-2024 – Assessing and Quantifying AI Risk

February 09, 2024 01:00 - 46 minutes - 42.8 MB

Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk.   Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great dea...

InvestTalk 2-7-2024 – Is the Market in a Dangerous Position?

February 08, 2024 01:03 - 45 minutes - 42 MB

One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect.   Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers. Justin's PERSPECTIVE looks at The Law o...

InvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the Month

February 07, 2024 01:03 - 45 minutes - 41.9 MB

The job cuts were driven by broader economic trends and a strategic shift towards increased automation.   Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out e...

InvestTalk 2-5-2024 – Why Is Everyone Always Wrong About the Fed?

February 06, 2024 00:53 - 46 minutes - 42.5 MB

Traders—and the Fed itself—are notoriously bad at predicting interest rate moves.   Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs. 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/...

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