InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
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2074 episodes

  • InvestTalk

    The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years

    03/04/2026 | 45 mins.
    Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal.
    Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years, iShares U.S. Medical Devices ETF (IHI), The Greenbrier Companies, Inc. (GBX), EQT Corporation (EQT), Liberation Day Anniversary, New Tariff Structure. 

    Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500!

    Fill out your bracket below:

    https://kppfinancial.com/investtalk-madness

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Is Currency Market Volatility Creating New Investment Opportunities?

    02/04/2026 | 44 mins.
    The U.S. dollar is flexing its muscles as the world's ultimate safe haven, surging against major currencies as global uncertainty drives flight-to-quality flows. Meanwhile, the Euro is struggling as European economies face the double whammy of energy price shocks and growth concerns, reshaping currency markets worldwide.
    Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Diageo plc (DEO), Exxon Mobil Corporation (XOM), Aberdeen India Fund, Inc. (IFN), Is Currency Market Volatility Creating New Investment Opportunities?, Jackson Financial Inc. (JXN), Vanguard Materials ETF (VAW), KPP Management of ETFs, Mueller Water Products, Inc. (MWA), Large Language Models (LLMs) and AI.

    Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500!

    Fill out your bracket below:

    https://kppfinancial.com/investtalk-madness

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Are Growth vs Value Stocks Ready for a Major Reversal?

    01/04/2026 | 45 mins.
    Technology stocks are suffering their worst week in nearly a year as investors realize that even the most innovative companies can't escape the gravitational pull of rising interest rates and economic uncertainty. The sell-off is forcing a reassessment of sky-high valuations and growth assumptions that dominated markets for years.
    Today's Stocks & Topics: STAAR Surgical Company (STAA), Market Wrap, Conagra Brands, Inc. (CAG), Are Growth vs Value Stocks Ready for a Major Reversal?, Hewlett Packard Enterprise Company (HPE), Vanguard Value Index Fund ETF Shares (VTV), RCI Hospitality Holdings, Inc. (RICK), Jobs Report, SLB N.V. (SLB), Job Advice, Gold.

    Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500!

    Fill out your bracket below:

    https://kppfinancial.com/investtalk-madness

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?

    31/03/2026 | 43 mins.
    Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering rate cuts. The central bank's delicate balancing act between economic growth and price stability faces its biggest test since the pandemic.
    Today's Stocks & Topics: Evolv Technologies Holdings, Inc. (EVLV), Market Wrap, Vontier Corporation (VNT), Micron Technology, Inc. (MU), Applied Materials, Inc. (AMAT), Gen Digital Inc. (GEN), Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?, PayPal Holdings, Inc. (PYPL), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Diamondback Energy, Inc. (FANG), Synchrony Financial (SYF), Consumer Staple Stocks, EssilorLuxottica Société anonyme (EL.PA), Cheniere Energy, Inc. (LNG).

    Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500!

    Fill out your bracket below:

    https://kppfinancial.com/investtalk-madness

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Are Home Prices and Mortgage Rates Creating a Housing Crisis?

    28/03/2026 | 46 mins.
    The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real estate investors and homebuyers are navigating unprecedented uncertainty in what's typically the industry's strongest season.

    Today's Stocks & Topics: PFE - Pfizer Inc; PTLO - Portillos Inc; NGVC Natural Grocers by Vitamin Cottage Inc; ISOP; ACIC - 
    American Coastal Insurance Corp; a question from our YouTube channel viewers: MOS - Mosaic Company; plus Luke's market wrap, Luke’s metals, oil, and Luke's talking points: 'Global Shipping Crisis' and US-China Trade'; Tariff Anniversary.

    Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500!

    Fill out your bracket below:

    https://kppfinancial.com/investtalk-madness

    Our Sponsors:
    * Check out Anthropic: https://claude.ai/invest
    * Check out Pebl: https://hipebl.ai
    * Check out Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

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About InvestTalk

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 questions.With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including:Stock and ETF analysis401(k) and retirement optimizationPrecious metals and commoditiesReal estate and housing marketsThe financial impacts of inflation, AI, and global economic shiftsNo investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air.Follow InvestTalk today to build a more resilient portfolio, and learn more at InvestTalk.com.
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