InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
Latest episode

2048 episodes

  • InvestTalk

    Housing Market Revival: Construction Surge Signals New Chapter

    26/02/2026 | 44 mins.
    Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.
    Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.

    Our Sponsors:
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  • InvestTalk

    The Great American Stock Exodus: When U.S. Markets Lose Their Crown

    25/02/2026 | 43 mins.
    U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks.
    Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Bonds, Blue Owl Capital Inc. (OWL), iShares MSCI Japan ETF (EWJ), WisdomTree Japan Opportunities Fund (OPPJ), Tariffs and Trades, CrowdStrike Holdings, Inc. (CRWD), Cloudflare, Inc. (NET), SM Energy Company (SM), Block, Inc. (XYZ).

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/INVEST

    Advertising Inquiries: https://redcircle.com/brands
  • InvestTalk

    Japan's Political Shift & The Nikkei Surge

    24/02/2026 | 42 mins.
    Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen.
    Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com, Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Roper Technologies, Inc. (ROP), The Commodity Industry, Canadian Natural Resources Limited (CNQ), Lyft, Inc. (LYFT), Jobs Report.

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/INVEST

    Advertising Inquiries: https://redcircle.com/brands
  • InvestTalk

    Behavioral Finance: Your Brain vs. Your Portfolio

    21/02/2026 | 45 mins.
    Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.
    Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/INVEST

    Advertising Inquiries: https://redcircle.com/brands
  • InvestTalk

    Trade Wars & Wine: The New Global Tariff Map

    20/02/2026 | 43 mins.
    A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.
    Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/INVEST

    Advertising Inquiries: https://redcircle.com/brands

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About InvestTalk

Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero, CFA.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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