Podcast · Business

InvestTalk

by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors · English · Business

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questio

Typical length: 45 min
Language: English

Latest episode

48 min

How Founders Are Building the Next Market Giants with Anthony Katz

Join Justin Klein for this must-listen episode of InvestTalk Innovators featuring Anthony Katz, the visionary Founder of Hyperice. Dive deep into the mind of this market disruptor as Anthony defines what it means to be an innovator and details how technology, including Artificial Intelligence (AI), is transforming the wellness industry. He offers an insider's look at his strategy for strategic acquisitions and provides invaluable insights on investing during Black Swan Events, all while discussing the real-world financial impacts of global supply chain interruptions and tariffs. Our…

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Earlier episodes 29 most recent

47 min
Personal Finance Special
In this Special Program, Justin Klein and Luke Guerrero field a variety of finance and investment topics. Today's Stocks & Topics: Dividends and Dividend Yields, College Savings, Health Savings Account, Estate Plan Myths, Peace Of Mind Estate Planning. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com * Check out Quince and use my code INVEST for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest…
47 min
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Forex Trading, Gold, 401k Allocation, Positions Sizing, Good ETFs to Invest In, Short Selling vs Put Options, Investing in Industrials, 403B, Saving to Buy a House, Physical Gold or Gold Stocks, Stop Orders, Inflation and Your Portfolio, Big Tech Earnings, Investment Loss, Dividend Reinvestment Plan (DRIP), Sectors to Invest In, ETFs Analysis. Our Sponsors: * Check out Anthropic and use my code…
46 min
Skilled Trades Labor Shortage 2026: A $1.7 Million Job Crisis and an Investment Angle
A new report says 1.7 million skilled trade jobs will open every year through 2035, and experts have no idea who will fill them. This isn't just a workforce story — it's a macroeconomic pressure point that could affect construction costs, infrastructure spending, and inflation for years to come. Today's Stocks & Topics: BCE Inc. (BCE), Market Wrap, Portfolio Management, iShares Residential and Multisector Real Estate ETF (REZ), Cost-of-Living Adjustment (COLA), Skilled Trades Labor Shortage 2026: A $1.7 Million Job Crisis and an Investment Angle, Omega Healthcare Investors, Inc. (OHI),…
43 min
Emerging Markets Under Pressure: How Oil, the Dollar, and Iran Are Hammering Developing Economies
From India's rupee hitting one-week lows to South African rand weakness and Indian equities near six-month lows, emerging markets are absorbing a triple shock of surging oil prices, a strong dollar, and geopolitical uncertainty. Investors with global exposure need to understand whether this is a buying opportunity or the start of a deeper emerging market downturn. Today's Stocks & Topics: Vanguard Morningstar Total Stock Market ETF (VTI), Market Wrap, Longer Duration Bonds, Jobs Report, Unusual Machines, Inc. (UMAC), Emerging Markets Under Pressure: How Oil, the Dollar, and Iran Are…
44 min
Wall Street Is Back in Charge: What Institutional Money Flowing Into Markets Means for Retail Investors
Institutional investors are reclaiming their role as the primary driver of stock market moves, displacing the retail trading frenzy that dominated recent years. Understanding how professional money managers think and act can give individual investors a crucial edge. Today's Stocks & Topics: GMR Solutions Inc. (GMRS), Market Wrap, Quantum Scape Corporation (QS), Stock and Taxes, Taxes and Gaines, Axon Enterprise, Inc. (AXON), Wall Street Is Back in Charge: What Institutional Money Flowing Into Markets Means for Retail Investors, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and…
44 min
Is the Data Center Backlash a Real Investment Risk for AI Infrastructure?
The artificial intelligence buildout is creating a massive wave of blue-collar jobs tied to data center construction, but growing community opposition could threaten the pace of expansion. Investors betting on AI infrastructure need to understand the human and political factors that could slow the boom. Today's Stocks & Topics: The TJX Companies, Inc. (TJX), Market Wrap, Century Aluminum Company (CENX), New AGI Floor for Itemizers, Centrus Energy Corp. (LEU), Is the Data Center Backlash a Real Investment Risk for AI Infrastructure?, Portfolio Positions, Carvana Co. (CVNA), Opera Limited…
43 min
Trump-Xi Summit: The Investment Playbook After the US-China Détente
The Trump-Xi summit wrapped up with tariff cuts on $30 billion in goods and a new US-China AI dialogue, but analysts say little substantive progress was made on deeper structural issues. Investors need to understand what this partial thaw means for supply chains, tech stocks, and emerging market exposure. Today's Stocks & Topics: State Street Utilities Select Sector SPDR ETF (XLU), Market Wrap, Otis Worldwide Corporation (OTIS), The Mid Terms, Trump-Xi Summit: The Investment Playbook After the US-China Détente, The Kroger Co. (KR), Buying Physical Silver, Roth 403b vs. Roth I-R-A, Vistra…
46 min
Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class
The bond market is repricing rapidly, with the 30-year Treasury yield topping 5.5% as investors abandon hopes of near-term rate cuts. This shift to a 'higher for longer' regime has massive implications for stocks, real estate, and retirement portfolios. Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Franklin FTSE Brazil ETF (FLBR), Wall Street Analysts, Fidelity Real Estate Income Fund (FRIFX), Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class, iShares 0-3 Month Treasury Bond ETF (SGOV), iShares Ultra Short Duration Bond Active ETF (ICSH),…
46 min
The Lifemaxxing Trap: Why 72% of Americans Are Risking Their Financial Future
A new SoFi survey reveals that nearly three-quarters of Americans say they'd slow their financial progress to enjoy life today — a trend called 'lifemaxxing' that is reshaping how people think about saving and spending. We look at the real long-term cost of this mindset and what a balanced approach to enjoying today while building wealth actually looks like. Today's Stocks & Topics: Wheaton Precious Metals Corp. (WPM), Market Wrap, Rubrik, Inc. (RBRK), Thematic ETFs Are Back, RLI Corp. (RLI), The Lifemaxxing Trap: Why 72% of Americans Are Risking Their Financial Future, Fixed Annuities,…
44 min
Meta's AI Moment: What a Potential ChatGPT Rival Means for the Broader AI Race
Meta's new Muse AI model is being compared to ChatGPT's breakthrough moment, potentially reshuffling the competitive landscape in generative AI and putting pressure on rivals across the industry. We examine what this means for the AI investment theme broadly — from cloud infrastructure demand to the valuations of AI-adjacent plays. Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Vizsla Silver Corp. (VZLA), The Housing Market, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta's AI Moment: What a Potential ChatGPT Rival Means for the Broader AI Race,…
43 min
Is Quantum Computing a Real Investment or Just Hype?
IonQ shares rallied sharply after the company announced a major quantum computing breakthrough, reigniting investor excitement around a technology that has long been described as transformational but perpetually years away. We cut through the hype to ask whether quantum computing is finally an investable theme or still a speculative frontier. Today's Stocks & Topics: McKesson Corporation (MCK), Market Wrap, Smithfield Foods, Inc. (SFD), Strategic Education, Inc. (STRA), Treasury Yields, Fair Isaac Corporation (FICO), Is Quantum Computing a Real Investment or Just Hype?, Realty Income…
46 min
Investors Borrowed $1.45 Trillion to Buy Stocks: Is Record Margin Debt a Warning or Just Noise?
Margin debt climbed roughly $37 billion in August to $1.45 trillion, the second-highest reading on record, and borrowing has now grown 140% since the end of 2022 while the S&P 500 gained 98%. We will break down what leverage at roughly 4.5% of GDP actually tells investors about market risk, and why this widely cited indicator is far better at describing the present than predicting the next selloff. Also in this podcast: MCD - McDonald's Corp, ENPH - Enphase Energy Inc, URBN - Urban Outfitters Inc, NVDA - NVIDIA Corp, NUE - Nucor Corp; also a YouTube comments section question about AGX and…
46 min
The Weight-Loss Drug Boom Hits Its Middle Age: What the GLP-1 Economy Means for Your Portfolio
The obesity drug market is shifting from scarcity to fierce competition, as new pills, direct-to-consumer pricing and looming patent expirations upend what was once a two-player race. With one in five U.S. households now including a GLP-1 user, we will break down what the next phase means for healthcare investors and for the food, apparel and employer health costs these drugs are already reshaping. Also in this podcast: EME - Emcor group Inc., MDT - Medtronic PLC, GLW - Corning Inc., CROX - Crocs Inc., LULU - Lululemon Athletica Inc., BAH - Booz Allen Hamilton Holding Corp; also, a question…
49 min
AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors?
Anthropic's bombshell disclosure that its Claude AI was used for weapons research, spying, and cyberattacks sent AI-related stocks tumbling this week, raising fresh questions about the sector's regulatory future. We will dig into whether this is a buying opportunity in a dip or a signal that AI's risk premium is finally being priced in. Also in this podcast: MRNA - Moderna Inc., PEP - PepsiCo Inc., MGA - Magna International Inc, AMD - Advanced Micro Devices Inc., CLS- Celestica Inc., SCHX - Schwab U.S. Large-Cap ETF; also, Luke's MARKET WRAP UP, and his topic talking points: "Institutional…
46 min
Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World
Treasury yields are surging as oil-driven inflation pressure collides with growing expectations that central banks could resume hiking rates, leaving bond investors caught in a painful squeeze. We will discuss how to think about duration, credit quality, and fixed income allocation when the macro backdrop is this volatile. Also in this podcast : NTRA - Natera Inc, MSTY - YieldMax MSTR Option Income Strategy ETF, DAL - Delta Air Lines Inc., JNJ - Johnson & Johnson; also, a listener question on 'buffered ETFs'; plus Justin's MARKET WRAP UP, and his topic talking points: “Inflation” and “Index…
44 min
Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio
Brent crude has surged past $100 a barrel as Middle East conflict disrupts tanker routes and shuts down Saudi pipelines, sending shockwaves through global energy markets. We break down what's driving the spike and whether investors should be repositioning their energy exposure right now. Today's Stocks & Topics: NRG Energy, Inc. (NRG), Market Wrap, The Wealth Effects, The AES Corporation (AES), Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio, Astera Labs, Inc. (ALAB), Investing in ETFs or Stocks, CrowdStrike Holdings, Inc. (CRWD), Lincoln National Corporation…
43 min
AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption
Artificial intelligence data centers are quietly transforming rural land markets across the country, driving up property values and sparking intense community backlash. For real estate investors and anyone tracking the AI infrastructure buildout, this intersection of technology and physical assets represents a fundamental shift in where value is being created. Today's Stocks & Topics: The Boston Beer Company, Inc. (SAM), Market Wrap, Coupang, Inc. (CPNG), OpenAI Raising Capital, Victory Capital Holdings, Inc. (VCTR), AI Data Centers Are Eating the Land Market: Real Estate's Next Big…
45 min
Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again
The world's biggest money managers are quietly rebuilding their gold positions, a move that signals rising concern about geopolitical instability, inflation persistence, and currency risk. When institutional players rotate into gold, retail investors need to understand the forces driving that shift and what it means for their own allocations. Today's Stocks & Topics: Southern Copper Corporation (SCCO), Market Wrap, Lennar Corporation (LEN), The U.S. Economy, Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again, Zscaler, Inc. (ZS), Invesco S&P 500 Quality ETF…
44 min
China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon
Chinese rare earth firms are halting some US shipments amid escalating geopolitical tensions, raising the stakes in what has become one of the most consequential supply chain battles of our era. Rare earth elements underpin everything from electric vehicles to defense systems, and a sustained cutoff would reverberate across multiple sectors of the economy. Today's Stocks & Topics: Universal Health Realty Income Trust (UHT), Market Wrap, Interest Rates, Lam Research Corporation (LRCX), China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon, HF Sinclair Corporation…
43 min
World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the Next CPI Report?
The UN's Food and Agriculture Organization just reported that world food prices have hit their highest levels since 2022 as supply risks mount from conflict, climate disruption, and shipping bottlenecks. Food inflation is a tax on every consumer and a critical input for the broader inflation picture that the Fed is watching closely. Today's Stocks & Topics: Cisco Systems, Inc. (CSCO), Market Wrap, YieldMax Ultra Option Income Strategy ETF (ULTY), World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the Next CPI Report?, Sterling Infrastructure, Inc. (STRL), Long Term…
47 min
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a…
47 min
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Treasury Bill, When to Sell, I-R-A Rollover, Retirement Allocation, Dividend Reinvestment, How A Senior Should Invest, Oil Stocks, Private Equity vs. Private Credit, Roth I-R-A, P.E. Ratio Calculation, Railroad Stocks, SEC Rule Change. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Cure Hydration and use my code INVEST for…
45 min
Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating
Diesel prices just hit an all-time high as conflicts in Ukraine and Iran knock critical refineries offline, and that pain ripples far beyond the gas station. From trucking costs to grocery store shelves, diesel is the hidden inflation driver that could complicate the Federal Reserve's next move. Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, iShares MSCI ACWI ETF (ACWI), Small Business Optimism Index, Watchlist, Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating, Intuitive Surgical, Inc. (ISRG), Investment Fraud. Our Sponsors: * Check…
47 min
Best of Caller Questions - Labor Day Edition
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Forex Trading, Gold, 401k Allocation, Positions Sizing, Good ETFs to Invest In, Short Selling vs Put Options, Investing in Industrials, 403B, Saving to Buy a House, Physical Gold or Gold Stocks, Stop Orders, Inflation and Your Portfolio, Big Tech Earnings, Investment Loss, Dividend Reinvestment Plan (DRIP), Sectors to Invest In, ETFs Analysis. Our Sponsors: * Check out Anthropic and use my code…
45 min
Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings
A new survey found that 52% of Gen Z investors have redirected money earmarked for investing into sports bets, a startling figure that reveals a generational shift in how young people think about risk and wealth building. This trend has serious long-term implications for retirement readiness and financial markets. Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, 529 Plan, U.S. Apartment Rents, H&R Block, Inc. (HRB), Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings, State Street SPDR S&P 500 ETF (SPY), Key Benchmark Numbers: Treasury Yields, Gold,…
45 min
Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?
Federal Reserve Chair Kevin Warsh rocked markets at Jackson Hole by declaring that inflation is not slowing and reaffirming a commitment to hitting the 2% target. With Gulf stock markets already falling on rising rate-hike bets, investors need to understand what a more hawkish Fed means for stocks, bonds, and their wallets. Today's Stocks & Topics: Pelagos Insurance Capital Limited (PLGO), Market Wrap, Tyson Foods, Inc. (TSN), Tariffs, Alternative to Money Market Accounts, Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?, HDFC Bank Limited (HDB), Palantir…
45 min
Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap
India just hit a record $729 billion in foreign exchange reserves, a number that sounds impressive — but new analysis shows Modi's developed-nation ambitions are straining against persistent growth gaps. With Indian bank stocks showing wild pricing anomalies under a new auction system, the world's most hyped emerging market deserves a reality check. Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, YPF Sociedad Anónima (YPF), Payroll Report, GE Vernova Inc. (GEV), Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap, Investing Through…
45 min
How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In
This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow. Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if…
45 min
Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race
Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants are moving fast and spending big to compete with US rivals. We examine what this capital deployment means for the global AI arms race, competitive dynamics, and whether US investors should be paying closer attention to Chinese AI. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, The Utility Sector, Themes Humanoid Robotics ETF (BOTT), Global X Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global…

About InvestTalk

InvestTalk is a English business podcast from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Language: English
Category: Business
Typical length: 45 min
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id280789489

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