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.
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Episodes
7-10-2023 – Could the American Banking Landscape Be on the Verge of a Seismic Shift?
July 10, 2023 23:59 - 46 minutes - 42.3 MBSome experts believe that rising interest rates, losses on commercial real estate, and heightened regulatory scrutiny will pressure regional and mid-sized banks--- leading to a wave of mergers. Today's Stocks & Topics: Five Main Worries of Investors in Bull Market, Buying ETFs, ADM - Archer Daniels Midland Co., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF, WELL - Welltower Inc., OGN - Organon & Co., BMY - Bristol Myers Squibb Co., NVO - Novo Nordisk A/S ADR, MKL -...
7-7-2023 – When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
July 08, 2023 00:03 - 46 minutes - 42.6 MBYou could save on fees, but the do-it-yourself approach could be more trouble than it’s worth. (At what point does it make sense to own the underlying ETFs rather than a fund-of-funds?) Today's Stocks & Topics: Jobs Report, Retirement Savings, NKE - Nike Inc. Cl B, TFC - Truist Financial Corp., PAYC - Paycom Software Inc., Pension Rollover, ALB - Albemarle Corp., BWA - BorgWarner Inc., OVV - Ovintiv Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Sil...
7-6-2023 – Does the Labor Force Need More 'Out of Office' Time?
July 07, 2023 00:00 - 46 minutes - 42.8 MBFor many workers, it is a challenge to disengage from the office and more than 55% of U.S. workers say they don’t fully unplug from their job. Today's Stocks & Topics: Americans Are Quitting Their Jobs, SM - SM Energy Co., NFLX - Netflix Inc., MMM - 3M Co., LMT - Lockheed Martin Corp., Housing Stocks, Stocks and Taxes, OXY - Occidental Petroleum Corp., DVN - Devon Energy Corp., AWEVF - Alphawave IP Group PLC, JPM - JPMorgan Chase & Co., Foreign Investment Flow. Our Sponsors: * Check out...
7-5-2023 – Have You Developed Your Retirement Investing Road Map?
July 06, 2023 00:06 - 46 minutes - 42.2 MBAs you design your 'in-retirement' financial plan, there are key tasks you need to tackle. (You'll need to think about asset allocation, Social Security benefits, annuities, withdrawal rates, and more.) Today's Stocks & Topics: America's Factory Boom, UNG - United States Natural Gas Fund L.P., WOOF - Petco Health & Wellness Co. Inc., AMRC - Ameresco Inc. Cl A, How Older Americans Are Investing, MMM - 3M Co., Annuities, Working at Home vs. Working at the Office. Our Sponsors: * Check ou...
7-4-2023 - Best of Caller Questions
July 04, 2023 10:00 - 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: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading. Our Sponsors: * Check out Rosetta Ston...
7-3-2023 – What Do Supply Cuts Mean for Oil Investors?
July 03, 2023 23:57 - 46 minutes - 42.7 MBSaudi Arabia and Russia, the world's biggest oil exporters, deepened oil cuts on Monday, sending prices higher despite concerns over a global economic slowdown. Today's Stocks & Topics: China and The Semiconductor Industry, Labor Market, ZM - Zoom Video Communications Inc., PANW - Palo Alto Networks Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, PHM - PulteGroup Inc., TPH - Tri Pointe Homes Inc., BRKB - Berkshire Hathaway Inc. Cl B, Federal Trade Commission (FTC) Chai...
6-30-2023 – U.S. Yield Curve Inversions Deepen on Hawkish Fed and Strong U.S. Data
July 01, 2023 00:07 - 46 minutes - 42.4 MBStronger-than-expected economic data on Thursday backed expectations that the Fed will keep interest rates higher for longer. Today's Stocks & Topics: WBD - Warner Bros. Discovery Inc. Series A, VZ - Verizon Communications Inc., Inflation, Rental Properties Insurance, AAON - AAON Inc., MTH - Meritage Homes Corp., CPS - Cooper-Standard Holdings Inc., Student Loans, Rental Properties. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Ou...
6-29-2023 – The "High-5" Banking Method Strategy
June 30, 2023 00:04 - 46 minutes - 42.8 MBMost people have at least two bank accounts to their name– a checking account and a savings account-- but there may be a smarter way to handle bank accounts. (How many bank accounts should you have?) Today's Stocks & Topics: Bidenomics, Inflation Around the World, PAX - Patria Investments Ltd., MOS - Mosaic Co., CF - CF Industries Holdings Inc., APOG - Apogee Enterprises Inc., GNRC - Generac Holdings Inc., NRG - NRG Energy Inc., CTLT - Catalent Inc., ARIS - Aris Water Solutions Inc., PI...
6-28-2023 – Will China Be the Next Japan?
June 28, 2023 23:58 - 46 minutes - 42.5 MBA noted economist and geopolitical strategist say China will face a repeat of Japan’s bad economic experience from the early 1990s. Today's Stocks & Topics: Commercial Real Estate Market, NRG - NRG Energy Inc., LRCX - Lam Research Corp., SHAK - Shake Shack Inc. Cl A, MTY - MTY Food Group Inc., Investing in ETFs vs. Stocks, Japan Economy, TROW - T. Rowe Price Group Inc., Long Term Shares, Store Brands. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https:...
6-27-2023 – 3 Current-- But Imperfect-- Sources of Retirement Income
June 28, 2023 00:03 - 46 minutes - 42.4 MBTreasury bonds and TIPS ladders are backed by the United States government, while annuities ease the danger of outliving one’s money-- however, each also has drawbacks. Today's Stocks & Topics: Economic Numbers, Inflation, Raw Materials Demand, STAG - STAG Industrial Inc., Using RSUs, ARCC - Ares Capital Corp., MRO - Marathon Oil Corp., SPHQ - Invesco S&P 500 Quality ETF, 529 Plan, ET - Energy Transfer LP, SAM - Boston Beer Co. Cl A. TRIVIA: "What is COSTCO's new policy announcement?...
6-26-2023 – England Is Heading Towards a Mortgage 'Catastrophe'-- Could This Happen in the U.S.?
June 26, 2023 23:59 - 46 minutes - 42.3 MBThe Bank of England’s surprise 50 basis point hike will push millions of homeowners toward insolvency. Today's Stocks & Topics: Junk Bonds, Commercial Real Estate, CAT - Caterpillar Inc., DE - Deere & Co., COIN - Coinbase Global Inc., ZTS - Zoetis Inc., SNOW - Snowflake Inc., AAPL - Apple Inc. Justin's PERSPECTIVE looks at the history of the 'YIELD CURVE' Over the last several decades. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettast...
6-23-2023 – Billionaire investor: U.S. Entering 'Debt Crisis' with Shortage of Treasury Buyers
June 24, 2023 00:01 - 46 minutes - 42.4 MBThe estimation is based on the fact that institutional investors who bought treasuries a few years ago were ultimately hurt by the Fed’s rapid interest rate hikes. Today's Stocks & Topics: T - AT&T Inc., NVDA - NVIDIA Corp., OCCI - OFS Credit Co. Inc., PKOH - Park-Ohio Holdings Corp., MDU - MDU Resources Group Inc., Google, EXP - Eagle Materials Inc., O - Realty Income Corp., Electric Vehicles. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil an...
6-22-2023 – How Do Alternative Investments Fit into a Diversified Portfolio?
June 23, 2023 00:00 - 47 minutes - 43.6 MBAlternative strategies offer something fundamentally different from mainstream asset classes. (Morningstar defines these strategies based on their ability to modify, diversify, or eliminate traditional market risks.) Today's Stocks & Topics: Global Inflation, South Korea Imports, PDI - PIMCO Dynamic Income Fund, Portfolio Management, PAYC - Paycom Software Inc., LBRT - Liberty Energy Inc., SCHW - Charles Schwab Corp., VZ - Verizon Communications Inc., WBA - Walgreens Boots Alliance Inc....
6-21-2023 – Has the FED Destroyed the U.S. Banking System by Making It Essentially Insolvent?
June 22, 2023 00:00 - 46 minutes - 42.6 MBAt least one high profile economist says that bailing out depositors of failed banks was a mistake that will cause greater instability in the banking system and larger future losses. (Could he be right?) Today's Stocks & Topics: SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., CWCO - Consolidated Water Co. Inc., CCL - Carnival Corp., Factory Building, Investment Loss, Liquidity and Debt Ceiling, NFLX - Netflix Inc., GOOG - Alphabet Inc. Cl C. Our Sponsors: * Check out Rosetta...
6-20-2023 - Best of Caller Questions
June 20, 2023 23:49 - 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: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retire...
6-19-2023 – U.S. Banks Face Over $1 Trillion in Commercial Real Estate Exposure
June 20, 2023 00:02 - 45 minutes - 42 MBBefore 2025 comes to a close, more than $1.45 trillion in commercial real estate mortgages will have to be renegotiated. (A huge jump in the number of people working from home and ditching the office is at the heart of the commercial property problem. And real estate billionaire Jeff Greene says the Fed’s interest rate hikes, and the ensuing shift towards more expensive capital, could rock unprepared and inexperienced investors.) Today's Stocks & Topics: Money Markets, GE - General Elec...
6-16-2023 – Is Retiring Early a Realistic Goal?
June 17, 2023 00:03 - 45 minutes - 41.6 MBKnowing how to handle your money super-efficiently will help you reach financial freedom earlier. Today's Stocks & Topics: U.S. Factory Boom, Money Managers Are Set to Unload Up To $100 Billion Of Stocks, DRIP Stocks, Dividends, WSM - Williams-Sonoma Inc., BNS - Bank of Nova Scotia, ETFs Analysis, NET - Cloudflare Inc. Cl A, BIG - Big Lots Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsors: * Check out Rosetta Ston...
6-15-2023 - Best of Caller Questions
June 15, 2023 10:00 - 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: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries. Our Sponsors: * Check out Rosetta Stone and use my code TODA...
6-14-2023 - Best of Caller Questions
June 14, 2023 10:00 - 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: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, D...
6-13-2023 - Best of Caller Questions
June 13, 2023 10:00 - 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: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond O...
6-12-2023 - Best of Caller Questions
June 12, 2023 10:00 - 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: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA. Our Sponsors: * Check out...
6-9-2023 – Recession May Be Coming but Some Consumers Are Already Feeling Pain
June 10, 2023 00:03 - 47 minutes - 43.7 MBAn economist and portfolio strategist at New York Life says aggregate data for the broader economy shows a bifurcation between lower- and middle-income segments of consumer spending. Today's Stocks & Topics: China’s Growth, Back to the Office, Stocks Might Lose 20% of Value, PLTR - Palantir Technologies Inc., JNJ - Johnson & Johnson, AMZN - Amazon.com Inc., Stock Valuation, SSTK - Shutterstock Inc., KDP - Keurig Dr Pepper Inc., UHT - Universal Health Realty Income Trust, CSL - Carlisle C...
6-8-2023 – Is More Bank Consolidation Likely and Would That Be Bad?
June 08, 2023 23:59 - 46 minutes - 42.2 MBTreasury Secretary Yellen says she expects bank consolidation and additional "issues” in the commercial real estate sector. Today's Stocks & Topics: NCLH - Norwegian Cruise Line Holdings Ltd., Fannie Mae Home Price Index, EV Batteries, Interest Rates, TWLO - Twilio Inc. Cl A, AVT - Avnet Inc., ONTO - Onto Innovation Inc., REGN - Regeneron Pharmaceuticals Inc., VBR - Vanguard Small-Cap Value ETF, Equity and Retirement. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a g...
6-7-2023 – SEC Chair Gensler: "We Don’t Need More Digital Currency"
June 08, 2023 00:03 - 45 minutes - 42 MBThe Securities and Exchange Commission has filed a lawsuit against Coinbase alleging the company is acting as both an unregistered broker and an exchange. (What's going on here?) Today's Stocks & Topics: Global Economic Environment, U.S. is in a Carboard Box Recession, TBIL - US Treasury 3 Month Bill ETF, DE - Deere & Co., TGT - Target Corp., TXN - Texas Instruments Inc., BAC - Bank of America Corp., LAND - Gladstone Land Corp., AFG - American Financial Group Inc. Our Sponsors: * Check...
6-6-2023 – How the Dot-Com and Tech Bubbles Compare
June 07, 2023 00:05 - 45 minutes - 41.4 MBA look at how investors can spot signs that funds are growing riskier. Today's Stocks & Topics: Cryptocurrency Industry, Recession, World Economic Growth, 457b Plan, LMT - Lockheed Martin Corp., BA - Boeing Co., CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, 401k Allocation, PANW - Palo Alto Networks Inc., KGC - Kinross Gold Corp., IIPR - Innovative Industrial Properties Inc. TRIVIA: "For the naval operations in the D-Day invasion, HOW MANY NAVIES provided vessels... I mean warships l...
6-5-2023 – Could Small-Cap Stocks Be Setting Up to Take the Lead in the Market?
June 05, 2023 23:59 - 46 minutes - 42.8 MBSome analysts think that fading recession fears and cheap valuations make small-caps attractive. Today's Stocks & Topics: Deep Earnings Recession, Saudi Oil, HRB - H&R Block Inc., NAC - Nuveen California Quality Municipal Income Fund, TMST – Timken Steel Corp., EXR - Extra Space Storage Inc., META - Meta Platforms Inc., AAP - Advance Auto Parts Inc., DG - Dollar General Corp., Long and Short-Term Debt. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https...
6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?
June 03, 2023 00:05 - 46 minutes - 42.6 MBOne school of thought sees the possibility of a soft landing-- contingent on astute monetary policy. (If a formal recession is declared, will it be short-lived?) Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, PRU - Prudential Financial Inc., SWVXX - Schwab Value Advantage Money Fund Investor, PKG - Packaging Corp. of America. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www....
6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas
June 02, 2023 00:02 - 46 minutes - 42.2 MBA combination of high inflation and a low level of savings are prompting many people to question their ability to retire well. (If investors act in four key areas, experts say it could help improve their lifestyles.) Today's Stocks & Topics: EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management, Bond Funds, Market Rally, ABBV - AbbVie Inc., JNJ - Johnson & Johnson. Our Sponsors: * Check out Roset...
5-31-2023 – Markets Are Sounding Alarms on the World's Second Largest Economy
May 31, 2023 23:59 - 45 minutes - 41.7 MBFinancial markets have been raising red flags recently about China's economy, but analysts say Wall Street is missing the big picture. Today's Stocks & Topics: NVIDIA Corp., Crypto Scams, Trash is Becoming Valuable, BTI - British American Tobacco PLC ADR, VTV - Vanguard Value ETF, BDRY - Breakwave Dry Bulk Shipping ETF, Emergency Funds, VICI - VICI Properties Inc., TER - Teradyne Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone....
5-30-2023 – How to Sequence Withdrawals in Retirement
May 31, 2023 00:02 - 46 minutes - 42.3 MBThere are strategies to help retirees smooth out their tax bills in the drawdown phase. (One tip: Identify the tax bracket that you want to fill knowing it varies by investors.) Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices. TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?" Our Sponsors: * Ch...
5-29-2023 - Best of Caller Questions - Memorial Day
May 29, 2023 10:00 - 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: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries. Our Sponsors: * Check out Rosetta Stone and use my code TODA...
5-26-2023 – Can You Recession-Proof Your Portfolio?
May 27, 2023 00:00 - 46 minutes - 42.5 MBIt could be worth examining how various asset classes have performed during economic downturns. Today's Stocks & Topics: Debt Ceiling, QCOM - Qualcomm Inc., TLT - iShares 20+ Year Treasury Bond ETF, Roth I-R-A, FOXA - Fox Corp. Cl A, PYPL - PayPal Holdings Inc., NEM - Newmont Corp. 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 & O...
5-25-2023 – Why Is Crypto Acting Like a Risk Asset Again?
May 26, 2023 00:01 - 47 minutes - 43.5 MBBitcoin and ether are on pace for their worst month of 2023, down 10% and 6%, respectively. Today's Stocks & Topics: Credit, Bank Deposits, Refilling the SPR, KTB - Kontoor Brands Inc., MMM - 3M Co., Money Market Funds, TROW - T. Rowe Price Group Inc., IP - International Paper Co., T - AT&T Inc., Bonds, TCS - Container Store Group 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 Advertisi...
5-24-2023 – Could Require Minimum Distributions Cause You to Overspend?
May 25, 2023 00:00 - 44 minutes - 40.7 MBThe calculations for RMDs are more conservative than many people realize—especially now. Today's Stocks & Topics: Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industries Holdings Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https:...
5-23-2023 – Are Index Funds and ETFs Good for Retirees?
May 24, 2023 00:04 - 45 minutes - 41.7 MBLow costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction. Today's Stocks & Topics: Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales, IEP - Icahn Enterprises L.P., CHPT - ChargePoint Holdings Inc. TRIVIA QUESTION: "The recent 8.7% cost-of-l...
5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder?
May 23, 2023 00:03 - 46 minutes - 42.7 MBA diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty. Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF. Justin's PERSPECTIVE today will lo...
5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity?
May 20, 2023 00:00 - 46 minutes - 42.9 MBAligning these concepts can help you make better portfolio decisions. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., ET - Energy Transfer LP, National Debt, AMZN - Amazon.com Inc., GT - Goodyear Tire & Rubber Co., DVN - Devon Energy Corp., TGLS - Tecnoglass Inc., Inflation, Travel. 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.rosett...
5-18-2023 – Oil Price Dip Ignores Burgeoning Chinese Demand and Imminent Supply Crunch
May 19, 2023 00:05 - 46 minutes - 42.3 MBThe Paris-based International Energy Agency has warned that the ongoing pressure in oil prices neglects an accelerating demand outlook and looming supply tightness. Today's Stocks & Topics: AAPL - Apple Inc., Options, Buybacks, Student Loans, Home Prices, Investment Types, Growth vs. Value, HBI - Hanesbrands Inc., PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, MPW - Medical Properties Trust Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: h...
5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory?
May 18, 2023 00:00 - 45 minutes - 41.6 MBAccording to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May. Today's Stocks & Topics: Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC - M.D.C. Holdings Inc., CRDA - Crawford & Co. Cl A, CRDB - Crawford & Co. Cl B, GEHC - GE HealthCare Techn...
5-16-2023 – How Do New I-Bond Rates Compare with CDs and Savings Accounts?
May 17, 2023 00:00 - 43 minutes - 40.2 MBWith savings rates expected to cool later this year, some experts say I-Bonds may be the best way to grow your money. Today's Stocks & Topics: Retail Sales, Warren Buffett and Banks, Inflation, Oil, CF - CF Industries Holdings Inc., APLE - Apple Hospitality REIT Inc., ASIX - AdvanSix Inc., PLTR - Palantir Technologies Inc., Dividend Reinvestment, NEM - Newmont Corp., LDOS - Leidos Holdings Inc. TRIVIA QUESTION: "Can you name an example of a well-known disrupter company? AND-- do you rec...
5-15-2023 – Is Investing in Emerging Markets Worth the Trouble?
May 16, 2023 00:00 - 46 minutes - 42.5 MBA look at the pros and cons and the available options for emerging-markets ETFs. Today's Stocks & Topics: Investors and The Market, MET - MetLife Inc., TOU - Tourmaline Oil Corp., IMO - Imperial Oil Ltd., National Debt, Mortgages, Index Funds, PYPL - PayPal Holdings Inc., EYEN - Eyenovia Inc., WHR - Whirlpool Corp., The Debt Ceiling. The PERSPECTIVE looks at the history of stock markets... the concept in general-- and when they appeared and how they evolved in the United States. Our Sp...
5-12-2023 - Best of Caller Questions
May 12, 2023 23:35 - 46 minutes - 42.4 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: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retire...
5-11-2023 – Does It Pay to Diversify by Style?
May 12, 2023 00:04 - 45 minutes - 41.9 MBU.S. equity exposure can be broadly segmented by market capitalization (small, mid, and large) and style (value versus growth). Today's Stocks & Topics: FENY - Fidelity MSCI Energy Index ETF, MTYFF - MTY Food Group Inc., SPAXX - Fidelity Government Money Market Fund, EONGY - E. ON SE ADR, AGCO - AGCO Corp., Housing Market, UNG - United States Natural Gas Fund L.P., MOS - Mosaic Co., CF - CF Industries Holdings Inc., Nuclear Power. Our Sponsors: * Check out Rosetta Stone and use my code TO...
5-10-2023 – Will Commercial Real Estate Be the Next 'Shoe to Drop'?
May 11, 2023 00:00 - 46 minutes - 43 MBThere are more empty office spaces now than during the 2008 financial crisis. These vacancies could spell trouble for downtown city centers and the broader commercial real estate market. (Post pandemic: Return to the office lags — affecting commercial real estate) Today's Stocks & Topics: Corporate Profit Margins, Market Timing, Oil, PLTR - Palantir Technologies Inc., ZION - Zions Bancorp N.A., Treasuries, LTH - Life Time Group Holdings Inc., CHDN - Churchill Downs Inc., BX - Blackstone In...
5-9-2023 – Is It a Good Idea to Align Retirement Withdrawals with Your 'Portfolio Performance'?
May 10, 2023 00:00 - 46 minutes - 42.1 MBDynamic retirement-spending strategies can help retirees spend more from their portfolios than spending strategies that aim to supply the same real withdrawals year after year. Today's Stocks & Topics: FCC vs. Cryptocurrency Exchanges, Apple Bonds, FRCB - First Republic Bank, UPST - Upstart Holdings Inc., Credit Cards Interest Rates, The Dollar, BOH - Bank of Hawaii Corp., XLE - Energy Select Sector SPDR ETF, HBI - Hanesbrands Inc., FFWM - First Foundation Inc. TRIVIA QUESTION: "Can you...
5-8-2023 – What Do Rising Interest Rates Mean for Diversification?
May 09, 2023 00:01 - 46 minutes - 42.3 MBHistory offers investors key lessons. (When the market expects borrowing costs to climb, correlations between stocks and bonds typically increase.) Today's Stocks & Topics: CMA - Comerica Inc., IWM - iShares Russell 2000 ETF, OMF – One Main Holdings Inc., TSN - Tyson Foods Inc. Cl A, Investing Factors, June 1 Deadline, PCRSX - Principal Large Cap Growth Fund I R-1, VO - Vanguard Mid-Cap ETF, China Debt to GDP, RYI - Ryerson Holding Corp., U.S. Government Debt, BX - Blackstone Inc. Our Spo...
5-5-2023 - Best of Caller Questions
May 05, 2023 10:00 - 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: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, D...
5-4-2023 – Could A.I. Change the Way You Manage Your Money?
May 05, 2023 00:03 - 46 minutes - 42.5 MBUnderstanding your money is essential, even with AI, because an individual’s financial situation is often comprised of hundreds of 'micro decisions' made every day. Today's Stocks & Topics: Natural Gas, PLAY - Dave & Buster's Entertainment Inc., DIS - Walt Disney Co., FRCB - First Republic Bank, HBAN - Huntington Bancshares Inc., Low Contributions Limits, SOFI - SoFi Technologies Inc., PYPL - PayPal Holdings Inc., Lithium. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a...
5-3-2023 – Is the IRS Really Hiring 'An Army' of Auditors?
May 04, 2023 00:13 - 44 minutes - 41.1 MBThe IRS hired 5,000 phone assistants in advance of this year’s filing season and has further plans to update its technology. Today's Stocks & Topics: Small Banks, Salaries, RIO - Rio Tinto PLC ADR, Gold & Silver, Credit Ratings, Investing Signs, MTB - M&T Bank Corp., XHB - SPDR S&P Homebuilders ETF, ASH - Ashland Inc., GLPI - Gaming & Leisure Properties Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: ...
5-2-2023 – One Billionaire Investor Is Sounding the Alarm
May 03, 2023 00:02 - 46 minutes - 42.4 MBThe Vice-Chairman of Berkshire Hathaway sees trouble ahead for the U.S. financial system because American banks are "full of bad loans" due to falling property prices. Today's Stocks & Topics: Job Openings Report, Banks Still a Problem, Working Skills, TWLO - Twilio Inc. Cl A, AA - Alcoa Corp., SCCO - Southern Copper Corp., How Much Cash, Fair Value, VFC - VF Corp., C - Citigroup Inc., JP Morgan and First Republic Bank. TRIVIA QUESTION: "HOW much was a Costco membership at their first s...