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
12-12-2022 – The ‘Most Important’ Number to Watch in the November CPI Report
December 13, 2022 01:00 - 46 minutes - 42.5 MBThe November Consumer Price Index report due out Tuesday will provide important clues for the markets on just how much progress is being made in the fight against inflation. Today's Stocks & Topics: The Biggest Risks to Stock Market in 2023, Biggest Money Mistakes, Preferred Stocks, MSGE - Madison Square Garden Entertainment Corp. Cl A, TPC - Tutor Perini Corp., DVN - Devon Energy Corp., Mortgage Reduction, DDS - Dillard's Inc., ONTO - Onto Innovation Inc., META - Meta Platforms Inc., WU...
12-9-2022 – Your Year-End Financial To-Do List
December 10, 2022 01:05 - 44 minutes - 41.1 MBExamples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving. Today's Stocks & Topics: Inflation News, Costco’s Hot Dogs Price, Sectors for 2023, 401k, LH - Laboratory Corp. of America Holdings, Interest Rates, NRG - NRG Energy Inc., Trustable Financial Websites, ARLP - Alliance Resource Partners L.P., IR - Ingersoll Rand Inc., BAC - Bank of America Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil an...
12-8-2022 – Lessons of the 'Nifty Fifty' Phenomena
December 09, 2022 00:58 - 46 minutes - 42.9 MBThe 'Nifty Fifty' refers to the fifty most popular large-cap stocks in the 1960s and 70s. Today's Stocks & Topics: YouTube Business, FSLR - First Solar Inc., AVUV - Avantis U.S. Small-Cap Value ETF, JEPI - JPMorgan Equity Premium Income ETF, Market Uncertainty, CPG - Crescent Point Energy Corp., I-R-As, GOOD - Gladstone Commercial Corp., Equity. 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.c...
12-7-2022 – Is It Time for You to Consider Small Cap Stocks?
December 08, 2022 01:00 - 46 minutes - 42.4 MBWhile many investors are wondering whether it’s safe to start buying those mega-size companies that led the last bull market, it’s actually small-cap stocks that may be the biggest bargains. Today's Stocks & Topics: The Housing Market, The 60/40 Portfolio, Your Brain and Market Uncertainty, Roth Contributions, DDS - Dillard's Inc., NEXA - Nexa Resources S.A., ARC - ARC Document Solutions Inc., Tax-Loss Harvesting, EQNR - Equinor ASA ADR, SBNY - Signature Bank, INTC - Intel Corp. The ...
12-6-2022 – IRS Warns: New Rules for Side Income Could Increase Audit Risk
December 07, 2022 00:55 - 45 minutes - 41.8 MBPeople who earn money through "side hustles" and get paid via apps including Venmo, PayPal, and Cash App should file tax form 1099-K. Today's Stocks & Topics: JP Morgan, Metals, Buy and sell Individual Bonds, USO - U.S. Oil Fund LP, UNG - United States Natural Gas Fund L.P., Portfolio Management, TECH - Bio-Techne Corp., ISN Services, Loss and Taxes, ALLY - Ally Financial Inc., JEPI - JPMorgan Equity Premium Income ETF, COF - Capital One Financial Corp., Qualified vs. Nonqualified Dividends...
12-5-2022 – What Are the Odds the FED Is Doing 'Too Little too Late'?
December 06, 2022 01:03 - 45 minutes - 41.8 MBSome economists say the latest jobs report is evidence that the Fed’s policies haven’t done enough to balance the labor market as intended—which means inflation could be sticky. Today's Stocks & Topics: Tax-Loss Harvesting, Private Equity Investing, Is the Fed doing QE, TALO - Talos Energy Inc., Rolling a 403 B to a Roth I-R-A, F&G Annuities and Life, VFC - VF Corp., UHT - Universal Health Realty Income Trust, 401k Funds, The Blackstone Real Estate Income Trust Inc., BLK - BlackRock Inc....
12-2-2022 – Start Your Estate Plan with 8 Key Steps
December 03, 2022 01:02 - 45 minutes - 41.7 MBIt’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office. Today's Stocks & Topics: Buying a House in Los Angeles, Retirement Savings for a Baby Boomer, STLD - Steel Dynamics Inc., PYPL - PayPal Holdings Inc., Social Security and Taxes, D - Dominion Energy Inc., MOS - Mosaic Co., November Jobs Report, LUMN - Lumen Technologies Inc., Municipal Bonds, Sell KOS - Kosmos Energy Ltd. and Buy XOM - Exxon Mobil C...
12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts
December 02, 2022 01:03 - 45 minutes - 41.9 MBYou’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts. Today's Stocks & Topics: Collateralized Fund Obligations, Retailer’s Inventory, Covid in China, BKE - Buckle Inc., AVGO - Broadcom Inc., FCX - Freeport-McMoRan Inc., X - United States Steel Corp., DV – Double Verify Holdings Inc., Buy and Sell. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out e...
11-30-2022 – 4 Practical Steps to Control Your Overspending Habit
December 01, 2022 01:03 - 46 minutes - 42.6 MBFor some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.' Today's Stocks & Topics: Stock Market Performance, Black Friday, Factory Production in China, Corporate Bonds, KRTX - Karuna Therapeutics Inc., TRTN - Triton International Ltd., Preferred Shares, GNL - Global Net Lease Inc., Big Banks Bonds, CVGI - Commercial Vehicle Group Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a...
11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA
November 30, 2022 01:00 - 45 minutes - 41.4 MBAn SEC complaint highlights what can happen if an advisor breaches their duty to seek 'best execution' for transactions of its advisory clients. Today's Stocks & Topics: Private Equity Industry, Tech Sell-Off, Yield Curve Inversion, BKE - Buckle Inc., The Stock Market and 401k, CTRA - Coterra Energy Inc., SU - Suncor Energy Inc., SLB - Schlumberger Ltd. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: ww...
11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally
November 29, 2022 01:03 - 46 minutes - 43 MBThe stock market rally had solid gains in the holiday-shortened Thanksgiving week, but the S&P 500 index is coming up to its 200-day moving average, a key resistance area. Today's Stocks & Topics: Winners and Losers on Black Friday, Living Paycheck-To-Paycheck, HEES - H&E Equipment Services Inc., Stock Screeners, BTU - Peabody Energy Corp., AVUS - Avantis U.S. Equity ETF, AAPL - Apple Inc., Trimming Energy Stocks, MTZ - MasTec Inc., DIN - Dine Brands Global Inc., METC - Ramaco Resources ...
11-25-2022 - Best of Caller Questions - Black Friday
November 25, 2022 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: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning. Our Sponsors: * Chec...
11-24-2022 - Best of Caller Questions - Thanksgiving Day
November 24, 2022 11:00 - 46 minutes - 42.7 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: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds. Our Sponsors: * Chec...
11-23-2022 – The Stock Market Demonstrates That Money Is Still Coming to The United States
November 24, 2022 01:01 - 46 minutes - 42.5 MBThe S&P Index reached its historical peak on January 3, 2022, and the trend has been downward ever since-- but investors remember how the buy-the-dip strategy worked for them. Today's Stocks & Topics: TGLS - Tecnoglass Inc., Alternative Energy, ABMD - Abiomed Inc., ISRG - Intuitive Surgical Inc., MDT - Medtronic PLC, AGCO - AGCO Corp., Capital Spending, LXU - LSB Industries Inc., CF - CF Industries Holdings Inc., Stocks on Sale. Our Sponsors: * Check out Rosetta Stone and use my code TO...
11-22-2022 – Do Rising Interest Rates Make Bond Ladder ETFs More Appealing?
November 23, 2022 01:00 - 45 minutes - 41.5 MBRising interest rates have pushed down bond prices this year and some investors may benefit from building a bond ladder. Today's Stocks & Topics: RF - Regions Financial Corp., DLR - Digital Realty Trust Inc., Long Term Index Investing, The Market and Elections, Retirement Survey, Covid Savings, Tax Planning, CMI - Cummins Inc., KBWR - Invesco KBW Regional Banking ETF, Enroll in a Retirement Plan. TRIVIA QUESTION: "Can you name 3 shocks that caused bigger one-day market drops than the Ke...
11-21-2022 – The Dangers Facing a New Generation of Risk-Taking, Social Media-Focused Investors
November 22, 2022 01:00 - 46 minutes - 43 MBIt seems that the new 'retail' investors are much more inclined to invest in risky meme stocks and cryptocurrencies than older generations. Today's Stocks & Topics: Small Business, PILBF - Pilbara Minerals Ltd., BLOK - Amplify Transformational Data Sharing ETF, GLW - Corning Inc., TECK - Teck Resources Ltd. Cl B, ENPH - Enphase Energy Inc., Pandemic Savings. PERSPECTIVE looks at some historical data regarding the phenomenon known as the "inverted yield curve". Our Sponsors: * Check out...
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
November 19, 2022 01:05 - 46 minutes - 42.1 MBThough surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, PYPL - PayPal Holdings Inc., SCHD - Schwab US Dividend Equity ETF, AMT - American Tower REIT, Retirement and State Taxes, GOGL - Golden Ocean Group Ltd., Life Insurance, IWM - iShares Russell 2000 ETF, UVV - Uni...
11-17-2022 – Retail Strength Indicator: What Can We Learn from Anticipated Soft Holiday Sales?
November 18, 2022 01:03 - 46 minutes - 43 MBAt least one big-box retailer sees sales declining as families contend with higher prices, forcing trade-offs between what they need and what they want. Today's Stocks & Topics: Earnings for 2023, Producer Price Index (PPI), Companies That Are Good Inflation Investments, APLE - Apple Hospitality REIT Inc., TER - Teradyne Inc., AMAT - Applied Materials Inc., KBWB - Invesco KBW Bank ETF, Strong Dollar, and Interest Rates, 401(k) Contributions, HII - Huntington Ingalls Industries Inc., Corp...
11-16-2022 – FED Report: Household Debt Soars at Fastest Pace in 15 Years
November 17, 2022 00:56 - 47 minutes - 43.1 MBThe biggest contributors to the debt load are mortgage balances, which rose $1 trillion from a year ago to $11.7 trillion, and credit card debt, which climbed to $930 billion. Today's Stocks & Topics: GEO - GEO Group Inc., Selling Losses in a Roth I-R-A, AQN - Algonquin Power & Utilities Corp., VTIVX - Vanguard Target Retirement 2045 Fund Investor, BRKB - Berkshire Hathaway Inc. Cl B, Mortgage Market, LEU - Centrus Energy Corp., AL - Air Lease Corp., CFLT - Confluent Inc., FRG - Franchis...
11-15-2022 – What Is the Average Net Worth of Generation X?
November 16, 2022 01:03 - 45 minutes - 41.9 MBGen X, individuals born between 1965 and 1980, have a shortfall in retirement savings and it is partly due to a rise in inflation and the cost of living. Today's Stocks & Topics: The Wash Rule, HYG - iShares iBoxx $ High Yield Corporate Bond ETF, AOS - A.O. Smith Corp., Investors Sentiment, Office Spaces, TSE - Trinseo PLC. 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...
11-14-2022 – Do Target-Date Funds Truly Allow Investors to Be 'Hands-Off'?
November 15, 2022 01:00 - 46 minutes - 42.1 MBThe concept is that target-date funds invest in an age-appropriate asset mix, and they gradually become more conservative as the investor gets closer to needing the money. Today's Stocks & Topics: Disney Layoffs, Retirement Limits, MDT - Medtronic PLC, PLBY - PLBY Group Inc., General Question About Investing, COIN - Coinbase Global Inc., U - Unity Software Inc., Investment Rating Platforms, TSLA - Tesla Inc., CHK - Chesapeake Energy Corp., CLOV - Clover Health Investments Corp. Cl A. Ou...
11-11-2022 – Beware of the 5 Known 'Portfolio Pitfalls'
November 12, 2022 00:55 - 46 minutes - 42.7 MBAsset allocations and tax inefficiencies are just two areas that require your attention. Today's Stocks & Topics: Cryptocurrency: FTX Bankruptcy, China Economy, Elon Musk and Tesla, FITB - Fifth Third Bancorp, MYE - Myers Industries Inc., High Growth Stocks, ALB - Albemarle Corp., Manufacturing Sector, DOCU - DocuSign Inc., FIW - First Trust Water ETF, WFG - West Fraser Timber Co. Ltd. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. O...
11-10-2022 – How Could the FTX Token Lose 80% of Its Value Overnight?
November 11, 2022 01:01 - 46 minutes - 42.9 MBCryptocurrencies as a class sank on Tuesday, with Bitcoin and Ethereum both plunging more than 10%. Today's Stocks & Topics: SBSI - Southside Bancshares Inc., Debt Levels, Fear, Corporate Bond Market, MSFT - Microsoft Corp., APPS - Digital Turbine Inc., CLBT - Cellebrite DI Ltd., Investment Strategy, OTTR - Otter Tail Corp., EXR - Extra Space Storage Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: ...
11-9-2022 – Could the FED Be Pushing the Economy into a Recession?
November 10, 2022 01:03 - 46 minutes - 42.5 MBThe Federal Reserve has approved six interest rate hikes this year and the strategy, according to many bankers and economists, is likely to set off a recession next year. Today's Stocks & Topics: Europe’s Economy, Corporate Bond Market, Japanese Treasuries, DFMIX - Davidson Multi-Cap Equity Fund, GSM - Ferroglobe PLC, Young Investor Looking for Advice, EBITDA: Earnings Before Interest, Tax, Depreciation and Amortization, Energy Sector. Our Sponsors: * Check out Rosetta Stone and use my ...
11-8-2022 – How to Cope with Financial Shocks
November 09, 2022 01:04 - 45 minutes - 41.7 MBWith high inflation, bear markets, and recession fears, the threat of a crisis like a job loss is unsettling for many people. Today's Stocks & Topics: CPI Numbers, Mid-Terms Elections and the Market, Canada & the Mining Industry, Retirement Funds into CDs, Negative Cash Flow and Earnings, SPY - SPDR S&P 500 ETF Trust, FNILX - Fidelity ZERO Large Cap Index Fund, PI - Impinj Inc., Retirement Investment Strategy. TRIVIA QUESTION: "How far back can we trace the history of CORPORATIONS? ...
11-7-2022 – Could a Classification System Impose Order on the Expanding Crypto Universe?
November 08, 2022 01:03 - 46 minutes - 42.9 MBOne key player is set to unveil a data service that seeks to classify hundreds of digital coins and tokens so institutional investors can make sense of the new asset class. Today's Stocks & Topics: The Chips Act, Rising Rates, FCX - Freeport-McMoRan Inc., Famous Investors, AXP - American Express Co., RIG - Transocean Ltd., Real Estate Investment Property, MKS - IMKS Instruments Inc., Banks. PERSPECTIVE: Justin's PERSPECTIVE concerns the American LABOR FORCE— How does it break down by ge...
11-4-2022 – U.S. Payrolls Surged in October-- What Does This Tell Us About the Economy?
November 05, 2022 00:06 - 46 minutes - 42.9 MBAlthough the payrolls number was better than expected, it marked the slowest pace of job gains since December 2020. Today's Stocks & Topics: Twitter Layoffs, MCD - McDonald's Corp., Treasury Bonds, SCCO - Southern Copper Corp., AND - Advent Technologies Holdings Inc., How to Determine a Company’s Debt, MKL - Markel Corp., EQT - EQT Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsors: * Check out Rosetta Stone and ...
11-3-2022 – Setting Asset Allocation for Retirement
November 04, 2022 00:00 - 44 minutes - 40.9 MBClosing in on retirement, one-size-fits-all recommendations are not the way to go. Today's Stocks & Topics: FCC Warning, I-Bonds, Treasury Bond Market, GGG - Graco Inc., JBT - John Bean Technologies Corp., LUMN - Lumen Technologies Inc., AMZN - Amazon.com Inc., LDMAX - Lord Abbett Emerging Markets Bond Fund. 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://red...
11-2-2022 – Value vs. Growth Stocks: Which Could Be Right for You?
November 03, 2022 00:03 - 46 minutes - 42.9 MBValue stocks remain steady through all sorts of market conditions while growth stocks demonstrate rates of growth that outpace the market average. Today's Stocks & Topics: Private REITs, The Real Estate Market, VCLT - Vanguard Long-Term Corporate Bond ETF, ASML - ASML Holding N.V., VOO - Vanguard S&P 500 ETF, DIA - SPDR Dow Jones Industrial Average ETF Trust, PRIM - Primoris Services Corp., Entry Point, DODIX - Dodge & Cox Income Fund, LDUR - PIMCO Enhanced Low Duration Active ETF, TSN -...
11-1-2022 - Best of Caller Questions
November 02, 2022 00:00 - 46 minutes - 42.7 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: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning. Our Sponsors: * Chec...
10-31-2022 – IRS Raises 401k and IRA Contribution Limits, Should You Invest More?
November 01, 2022 00:21 - 46 minutes - 42.9 MBAs of March 2022, 72% of public and private employees had access to some type of employer-sponsored retirement plan like a 401(k) or pension plan. Today's Stocks & Topics: Tech Stocks, Non-Traded REITs, U.S Treasury Market, TGB - Taseko Mines Ltd., XOM - Exxon Mobil Corp., IGMS - IGM Biosciences Inc., NBIX - Neurocrine Biosciences Inc., KDP - Keurig Dr Pepper Inc., EWW - iShares MSCI Mexico ETF, SMIN - iShares MSCI India Small-Cap ETF, Avoid Investing in September, SPTM - SPDR Portfolio ...
10-28-2022 - Best of Caller Questions
October 28, 2022 23:00 - 46 minutes - 42.9 MBIn this fresh 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. Stocks & Topics: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investor's Moves, Investing Strategy. Our Sponsors: * Check out Rosetta Stone ...
10-27-2022 – The Bear Market of 2022 Has Tested the Limits of Buffer Funds
October 28, 2022 00:02 - 46 minutes - 42.6 MBBuffer funds, which promise to limit downside losses from equity market exposure while capping upside returns, have grown increasingly popular. Today's Stocks & Topics: Tech Wreck, GDP Report, IAU - iShares Gold Trust, AMZN - Amazon.com Inc., CD Rates, META - Meta Platforms Inc., TTD - Trade Desk Inc. Cl A, Book: The Fourth Turning. 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...
10-26-2022 – Why Stock Investors Need to Pay Careful Attention to Earnings Season 'Report Cards'
October 27, 2022 00:00 - 46 minutes - 42.6 MBIn the long term, stock prices generally rise and fall with earnings, or profits-- and company officials also generally offer an outlook on business and economic conditions. Today's Stocks & Topics: Global Real Estate, The Dollar, Andreessen Horowitz and Crypto, DOV - Dover Corp., AOS - A.O. Smith Corp., KPP Portfolio Review, BNS - Bank of Nova Scotia, ACI - Albertsons Cos. Inc., KR - Kroger Co., BGS - B&G Foods Inc., Tax-loss Harvesting & The Wash Sale Rule. Our Sponsors: * Check out R...
10-25-2022 - Best of Caller Questions
October 26, 2022 00:00 - 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: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Covered Calls ETFs, Housing Market, Oregon - IPOs and Mutual Funds First 6 mo. Rule, Cannabis Companies, I...
10-24-2022 – Is the Stock Market Poised for a 'Significant Relief Rally'?
October 25, 2022 00:03 - 46 minutes - 42.3 MBAt least one analyst is arguing that, after testing a key technical support level, the stock market's violent reversal on Thursday could lead to a "significant relief rally". Today's Stocks & Topics: China, Interest Rates, STAG - STAG Industrial Inc., Young Investor, DLR - Digital Realty Trust Inc., SLB - Schlumberger Ltd., SBNY - Signature Bank, Relative Strength, Volume and Capitulation. PERSPECTIVE commentary concerns: ALTERNATIVE INVESTMENTS and their potential for enhancing portfol...
10-21-2022 – Could the UK Financial Turmoil Spark a Wider Meltdown?
October 22, 2022 00:02 - 45 minutes - 42 MBThe recent chaos on the UK financial markets has generated waves of stress and selling by investors far beyond the UK. Today's Stocks & Topics: Investors Sentiment, The Chip Bill, BSM - Black Stone Minerals L.P., I-Bonds, SPSM - SPDR Portfolio S&P 600 Small Cap ETF, AVGO - Broadcom Inc., MP - MP Materials 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 grea...
10-20-2022 – Does Continuing Volatility Signal an Impending Recession?
October 21, 2022 00:07 - 46 minutes - 43 MBMarket volatility and recession risks are likely to stick around for a while, and Wall Street’s biggest banks are preparing accordingly. Today's Stocks & Topics: Money Markets, Companies Going Public Several Times, Options Traders, OUT - OutFront Media Inc., LAMR - Lamar Advertising Co. Cl A, Corporate Bonds, BSCM - Invesco Bullet Shares 2022 Corporate Bond ETF, Cash, HBI - Hanesbrands Inc., PG - Procter & Gamble Co., IPOs, Discounted Cash Flow, DVN - Devon Energy Corp. Our Sponsors: * ...
10-19-2022 – Looking at the History of Mutual Fund Innovations
October 20, 2022 00:02 - 45 minutes - 41.7 MBMutual funds debuted in the Netherlands during the late 18th century, and some have stood the test of time while others have failed. Today's Stocks & Topics: Retail Trading Activity, IRS Tax Brackets, T - AT&T Inc., NFLX - Netflix Inc., INSP - Inspire Medical Systems Inc., Real Estate Loans, SU - Suncor Energy Inc., PLBY - PLBY Group Inc., SWBI - Smith & Wesson Brands Inc., ESLT - Elbit Systems Ltd., CHTR - Charter Communications Inc. Cl A. Our Sponsors: * Check out Rosetta Stone and us...
10-18-2022 – Earnings Contraction Seen but Not a Widespread Collapse
October 19, 2022 00:03 - 46 minutes - 42.5 MBThirty- five companies have reported third-quarter earnings so far, and 68.5% have beaten estimates-- higher than the historic average of 66.2%. Today's Stocks & Topics: Money Managers, Exxon and Russia, WM - Waste Management Inc., Bond Maturities, TGI - Triumph Group Inc., Yield to Maturity, VFC - VF Corp., EXAS - Exact Sciences Corp., Oil Market Indicators, POOL - Pool Corp., CS - Credit Suisse Group AG ADR. TRIVIA QUESTION: "Among working-age individuals (ages 15 to 64), WHAT is t...
10-17-2022 – Is the U.S. Consumer Healthy?
October 18, 2022 00:12 - 46 minutes - 42.2 MBDespite inflation anxiety, one large bank is reporting that credit volume is up, and that credit remains pristine, with late-payment metrics still well below pre-2020 averages. Today's Stocks & Topics: Small Cap Companies, Interest Rates and Bank Profitability, JOBY - Joby Aviation Inc., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, RNG - RingCentral Inc. Cl A, RIO - Rio Tinto PLC ADR, ENB - Enbridge Inc., ASML - ASML Holding N.V. The PERSPECTIVE looks at the sto...
10-14-2022 – Is There a Reasonable Strategy for Investing Cash in Today's Bear Market?
October 15, 2022 00:00 - 46 minutes - 42.8 MBSo far, 2022 has been a difficult year for both stocks and bonds and even real estate is starting to fade as mortgage rates surge higher. Today's Stocks & Topics: Bank Profits, TROW - T. Rowe Price Group Inc., Tax Exempt Municipal Bonds, UNH - UnitedHealth Group Inc., POAHY - Porsche Automobile Holding SE ADR, Cost-Of-Living Adjustment (COLA), 401k, PYPL - PayPal Holdings Inc., ITUB - Itau Unibanco Holding S/A ADR, The Warehouse Industry. Plus: Key Benchmark Numbers and Market Comme...
10-13-2022 – Is Delaying Social Security Still Smart?
October 13, 2022 23:59 - 46 minutes - 42.6 MBVolatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees. Today's Stocks & Topics: Treasury Inflation-Protected Securities (TIPS), Strong Dollar, Inflation and Profit Margins, ESS - Essex Property Trust Inc., NKE - Nike Inc. Cl B, BGS - B&G Foods Inc., AMD - Advanced Micro Devices Inc., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, LTC - LTC Properties Inc., CLF - Cleveland-Cliffs Inc., BCC - Boise Cascade Co....
10-12-2022 – IMF Predicts Global Growth Will Slow Next Year
October 13, 2022 00:00 - 46 minutes - 42.8 MBIf accurate, 2023 will feel like a recession for millions of people in the United States, the European Union, and China. Today's Stocks & Topics: I-Bonds, Stock Options, Treasury Inflation-Protected Securities (TIPS), Investing in Real Time, LUMN - Lumen Technologies Inc., Treasury Notes, ARCH - Arch Resources Inc., GEO - GEO Group Inc., ADDYY - Adidas AG ADR, MPW - Medical Properties Trust Inc., Commodities. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal...
10-11-2022 – Is the Time Right for Roth Conversions?
October 12, 2022 00:04 - 45 minutes - 41.8 MBProper financial multitasking can help you build a secure retirement. Today's Stocks & Topics: Q3 Earnings, SEV - Sono Group N.V., UAA - Under Armour Inc. Cl A, SONY - Sony Group Corp. ADR, Teenage Popular Streaming, Real Estate, BROS - Dutch Bros Inc., BWA - BorgWarner Inc., O - Realty Income Corp., AMZA - InfraCap MLP ETF, The Fed and 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...
10-10-2022 – What Is 'Life-Stage' Investing?
October 11, 2022 00:03 - 44 minutes - 40.7 MBProper financial multitasking can help you build a secure retirement. Today's Stocks & Topics: Economic Data, October Can Be a difficult Month, The Fed and QE, SWK - Stanley Black & Decker Inc., UMC - United Microelectronics Corp. ADR, AMD - Advanced Micro Devices Inc., SWKS - Skyworks Solutions Inc., ISRG - Intuitive Surgical Inc., Staying in the Market, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, EC - Ecopetrol S.A. ADR. Our Sponsors: * Check out R...
10-7-2022 — Why You Should Stay Invested Even Though the S&P 500 Is Down Over 20% This Year
October 08, 2022 01:30 - 46 minutes - 42.6 MB2022 is looking like one of the roughest ever for the stock market-- but market history offers a 'silver lining' story for long-term investors. Stocks: ASML -- ASML Holding N.V. (NAS); VTIP -- Vanguard Short-Term Inflation-Protected Securities Index Fund (ETF); CPB -- Campbell Soup Co. (NYS); MLI -- Mueller Industries Inc. (NYS); HON -- Honeywell International Inc. (NAS). Topics: Callers asked about personal finance; structured notes; STEVE's talking point stories: Wages and labor force pa...
10-6-2022 — What a Strong U.S. Dollar Means for Investors
October 07, 2022 01:45 - 46 minutes - 42.3 MBSome company earnings could falter-- and companies that have a significant portion of their earnings coming from overseas will suffer most. Tech companies, in particular, make 58% of their revenue from outside the U.S. Stocks: AOS -- A.O. Smith Corp. (NYS); SWSEX -- SWRSX; BGFV -- Big 5 Sporting Goods Corp. (NAS); XOM -- Exxon Mobil Corp. (NYS). Topics: Caller questions: 401k plan contributions; Beat the market; JUSTIN's talking point stories: The 'Inflation Reduction Act' -- Its 3 main c...
10-5-2022 — Bank of England Forced to Reverse QT, Is the Fed Next?
October 06, 2022 01:25 - 46 minutes - 42.7 MB“Market instability” remains the most significant risk to central banks globally due to the massive amounts of leverage. Stocks: ZBRA -- Zebra Technologies Corp. Cl A (NAS); SCHD -- Schwab US Dividend Equity ETF (ETF); WIRE -- Encore Wire Corp. (NAS); BIG -- Big Lots Inc. (NYS). Topics: Caller questions: Bitcoin as an investment now?, Investing in timber stocks; JUSTIN's talking point stories: The danger in PRIVATE FUNDS investment-- some are closing redemption; FED data shows that the pu...
10-4-2022 — Has Consumer Demand Already Started to Plunge?
October 05, 2022 03:00 - 46 minutes - 42.7 MBU.S. shippers report a 20% drop in ocean freight orders including machinery, household products, industrial products and apparel goods. Stocks: PFE -- Pfizer Inc. (NYS); AMP -- Ameriprise Financial Inc. (NYS); GOGL -- Golden Ocean Group Ltd. (NAS); GT -- Goodyear Tire & Rubber Co. (NAS). Topics: Caller questions: Covered call strategy?; Comments on the FED; Digital banking-- is it safe?; STEVE's talking point stories: Job openings report shows available jobs down by one million; Inventory ...