InvestTalk
1,740 episodes - English - Latest episode: 22 days ago - ★★★★ - 719 ratingsNavigating 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
InvestTalk 2-2-2024 – Best of Caller Questions
February 03, 2024 01:00 - 46 minutes - 42.9 MBIn 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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis. Our Sponsors: * Check out Rosetta Stone and use ...
InvestTalk 2-1-2024 – The New Reality for Investors
February 02, 2024 01:08 - 46 minutes - 42.7 MBOne veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ *...
InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?
February 01, 2024 01:01 - 46 minutes - 42.4 MBThe big swing factors are investment quality and expenses, as well as tax costs. Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing. 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/brands Privacy & Opt-Out: https://redci...
InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago
January 31, 2024 00:59 - 45 minutes - 41.6 MBExcluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis. Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule. Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.ro...
InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’
January 30, 2024 01:05 - 46 minutes - 42.4 MBBy invoking its authority, the regulator can make civil investigative demands. Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks. 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/brands Pri...
InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan
January 27, 2024 01:06 - 46 minutes - 42.8 MBInvestors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands. 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...
InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years
January 26, 2024 01:03 - 44 minutes - 41.1 MBFor investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors. Our Sponsors: * Check out Rosetta Sto...
InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?
January 25, 2024 01:00 - 46 minutes - 42.7 MBSpot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage. Our Sponsors: * Check out Rosetta Stone and use...
InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options
January 24, 2024 01:14 - 45 minutes - 41.9 MBA 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs. SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG). Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a gr...
InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance
January 23, 2024 00:55 - 42 minutes - 38.7 MBSuccessful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance. Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: www.eba...
InvestTalk 1-19-2024 – What Are Wide-Moat Stocks?
January 20, 2024 01:01 - 45 minutes - 42 MBWide-moat companies carry sound balance sheets but there are other attributes to consider. Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond 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...
InvestTalk 1-18-2024 – Troubled Loans Are Putting Pressure on 4 Major Banks
January 19, 2024 00:54 - 46 minutes - 42.6 MBAnalysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023. (JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.) Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc....
InvestTalk 1-17-2024 – Why Have Bonds Been So Volatile?
January 18, 2024 01:00 - 46 minutes - 42.4 MBUncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market. Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs. Our Sponsors: * Check out Rosetta Stone ...
InvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their Limits
January 17, 2024 01:05 - 46 minutes - 42.9 MBWhen investing, you don’t know what you don’t know. Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco 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 Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy
InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1
January 15, 2024 11:00 - 46 minutes - 42.9 MBIn this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds M...
InvestTalk 1-12-2024 – What Is the Total Cost of Owning an ETF?
January 13, 2024 01:28 - 46 minutes - 42.5 MBThe total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs. (Fees are only a small part of the equation.) Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettasto...
InvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage Them
January 12, 2024 01:00 - 47 minutes - 43 MBAiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. (Today’s risks might feel elevated, so what really matters?) Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: w...
InvestTalk 1-10-2024 – Private Credit is Having a “Golden Moment” – Buy or Sell?
January 11, 2024 01:06 - 45 minutes - 41.9 MBThe private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend. Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News. 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 In...
InvestTalk 1-9-2024 – What's the Story on the SEC and a Bitcoin ETF?
January 10, 2024 01:00 - 46 minutes - 42.9 MBAgainst the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF. Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone...
InvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024
January 09, 2024 01:05 - 46 minutes - 42.5 MBOne expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years. Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season. Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remai...
InvestTalk 1-5-2024 – How Does Retirement Spending Work in the Real World?
January 06, 2024 01:07 - 46 minutes - 43 MBInflation is obviously the 'silent assassin', but you may be able to spend more than you think. (If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.) Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions. Our Sp...
InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?
January 05, 2024 01:04 - 46 minutes - 42.4 MBAs you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example. Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check o...
InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024
January 04, 2024 01:01 - 46 minutes - 42.9 MBExperts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt. Our Sponsors: * Check out Rosetta Stone and use ...
InvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020
January 03, 2024 01:34 - 44 minutes - 40.5 MBExperts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade. Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks. 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 Inquir...
InvestTalk 1-1-2024 – Best of Caller Questions
January 01, 2024 11:00 - 46 minutes - 42.9 MBIn 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: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks. Our Sponsors:...
InvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024
December 30, 2023 01:01 - 45 minutes - 41.7 MBIn a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less. Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF. 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 In...
InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?
December 29, 2023 01:00 - 46 minutes - 42.5 MBInflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees. Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets. 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:/...
InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?
December 28, 2023 01:00 - 46 minutes - 42.9 MBA 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you. Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment. 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://r...
InvestTalk 12-26-2023 – An Annuities Overview: Are They Worth Your Attention?
December 27, 2023 01:03 - 45 minutes - 41.6 MBThere are all different types of annuities, but the majority are not necessarily good for you. Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options. 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/brands Privacy & Opt-Out: https://redcircle.com/privacy
InvestTalk 12-25-2023 – Best of Caller Questions
December 25, 2023 11:00 - 46 minutes - 42.9 MBIn 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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis. Our Sponsors: * Check out Rosetta Stone and use ...
InvestTalk 12-22-2023 – Best of Caller Questions
December 23, 2023 01:00 - 46 minutes - 42.9 MBIn 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: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special...
InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages
December 22, 2023 01:04 - 45 minutes - 41.9 MBThe extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettast...
InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?
December 21, 2023 01:03 - 46 minutes - 42.6 MBReverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis. 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:...
InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?
December 20, 2023 01:20 - 46 minutes - 42.3 MBNvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial...
InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?
December 19, 2023 01:01 - 46 minutes - 42.7 MBIf the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China. Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market. Our Sponsors: * Ch...
InvestTalk 12-15-2023 – Inflation Impact on Oil Demand Is Raising Investor Concerns
December 16, 2023 01:06 - 46 minutes - 42.7 MBWhile U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern. Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp. 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 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.
December 15, 2023 01:01 - 45 minutes - 41.4 MBThe main reason for rebalancing is to control risk, not necessarily to improve returns. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in 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.com ...
InvestTalk 12-13-2023 – Best of Caller Questions
December 14, 2023 01:00 - 46 minutes - 42.9 MBIn 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: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending. Our Sponsors: * C...
InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?
December 13, 2023 01:22 - 46 minutes - 42.7 MBIncreasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks. (A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.) Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc....
InvestTalk 12-11-2023 – Redfin Report: 2023 Has Been the Least Affordable Home Buying Year in at Least 11 Years.
December 12, 2023 01:06 - 46 minutes - 43 MBCalifornia metro regions were ranked as the least-affordable while Midwest metros were the most affordable. (So, will listing prices ease in 2024? And, if yes, where?) Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals. Justin's PERSPECTIVE looks at the story of US Dollar Dominance. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Chec...
InvestTalk 12-8-2023 – Senate Is Conducting a Bipartisan Probe of Role Private Equity Firms Play in US Health Care
December 09, 2023 01:23 - 46 minutes - 42.8 MBOver the past decade, these firms have spent $1 trillion buying health-care businesses—to include hospitals, nursing homes, physician practices and hospital staffing companies. Today's Stocks & Topics: TT - Trane Technologies PLC, AGX - Argan Inc., MTRN - Materion Corp., What is it Take to Feel Rich, PSTG - Pure Storage Inc. Cl A, TBIL - US Treasury 3 Month Bill ETF, 401k, Apple and India. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasol...
InvestTalk 12-7-2023 – Record 8 Million Mortgage and Loan Defaults in China Demonstrates a Worsening Economic Crisis
December 08, 2023 01:00 - 46 minutes - 42.1 MBSince the outbreak of the coronavirus pandemic, defaults have surged to a record high. (Financial experts say the figures highlight the depth of China’s economic downturn.) Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The ETF Market, Delisted Stoks, A-I. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for ...
InvestTalk 12-6-2023 – FED Chair Powell Admits That Inflation Is Easing, but Downplays Rate Cuts
December 07, 2023 01:03 - 45 minutes - 42 MBInflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates. Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA), DCI - Donaldson Co. Inc., IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, Google and A-I...
InvestTalk 12-5-2023 – Can the US Grow Its Way Out of Its $33 Trillion-plus Mountain of Debt?
December 06, 2023 01:05 - 46 minutes - 42.8 MBThe Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office. (According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.) Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Political Views, Interest Rates, 401k, CWST - Casella Waste Systems Inc. Cl A, Streaming Wars. Our Sponsor...
InvestTalk 12-4-2023 – Will the SEC’s Data Tagging Plan Ensnare Companies Next Year?
December 05, 2023 01:03 - 46 minutes - 42.7 MBIn 2024, the SEC will use investigative tools powered with artificial intelligence to better identify companies that violate disclosure requirements. Today's Stocks & Topics: EXPE - Expedia Group Inc., CRWD - CrowdStrike Holdings Inc. Cl A, The Economy, HA - Hawaiian Holdings Inc., ALK - Alaska Air Group Inc., PLUG - Plug Power Inc., Deflation. 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.co...
InvestTalk 12-1-2023 – Learn Why It’s Important to Retire with Purpose
December 02, 2023 01:04 - 47 minutes - 43.6 MBRetirement isn’t just freedom from work, instead it can be the freedom to do your life’s work. Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina. 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 deal: https://www.rosettastone.com/ * ...
InvestTalk 11-30-2023 – Bond Ladder ETFs Can Help Investors Climb Higher
December 01, 2023 01:00 - 46 minutes - 42.3 MBPutting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment. Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal...
InvestTalk 11-29-2023 – Must-Knows About Employee Stock Options
November 30, 2023 01:07 - 46 minutes - 42.2 MBHow to balance the tax and investment considerations. Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7. 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/brands Privacy & Opt-Out: ht...
InvestTalk 11-28-2023 – Can the Rally for Growth Stocks Last?
November 29, 2023 01:01 - 46 minutes - 43 MBThe Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023. Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Special Purpose Acquisition Company. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a gr...
InvestTalk 11-27-2023 – Advantages and Disadvantages of Infinite Banking
November 28, 2023 01:01 - 46 minutes - 42.7 MBThe infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages. Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry. Justin's PERSPECTIVE takes a look at the HISTORY of Pe...