InvestTalk

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

2025 episodes

  • InvestTalk

    Big Tech Earnings: The "Profitability" Test

    24/1/2026 | 46 mins.
    As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.
    Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.

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  • InvestTalk

    The Office-to-Apartment Transformation

    23/1/2026 | 45 mins.
    With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.
    Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACGL), “The Office-to-Apartment Transformation”, Constellation Software Inc. (CNSWF), Caterpillar Inc. (CAT), Amplify Junior Silver Miners ETF (SILJ), Silver and Gold.

    Our Sponsors:
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  • InvestTalk

    The "Private Credit" Crack

    22/1/2026 | 44 mins.
    As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).
    Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.

    Our Sponsors:
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    * Check out Invest529: https://www.invest529.com
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  • InvestTalk

    Copper: The "New Oil" Breakout

    21/1/2026 | 44 mins.
    Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.
    Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).

    Our Sponsors:
    * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com
    * Check out Invest529: https://www.invest529.com
    * Check out Progressive: https://www.progressive.com

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

    Martin Luther King Jr. Day - Best of Caller Questions

    20/1/2026 | 46 mins.
    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: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.

    Our Sponsors:
    * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com
    * Check out Invest529: https://www.invest529.com
    * Check out Progressive: https://www.progressive.com

    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.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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