By Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors
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
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The podcast currently has 1,635 episodes available.
Warren Buffett recently sold approximately $1.48 billion worth of Bank of America shares, marking his first sale since 2019. Buffett's decision may reflect cash management for succession planning, concerns over rising corporate taxes, and potential dissatisfaction with Bank of America's recent performance amidst significant unrealized losses. What does this mean for investors?
Today's Stocks & Topics: HSY - Hershey Co., Market Wrap, CAVA - CAVA Group Inc., I-R-A Money, Warren Buffett Sells $1.48B in BoA: Why Now?, FLTR - VanEck IG Floating Rate ETF, AOS - A.O. Smith Corp., U.S. Economy, S&P 500, TWLO - Twilio Inc. Cl A, Trading and Election News, UPS - United Parcel Service Inc. Cl B, COPX - Global X Copper Miners ETF, GDX - VanEck Gold Miners ETF, UFPI - UFP Industries Inc.
Major AI companies are facing a critical shortage of training data as websites restrict access and high-quality sources become scarce. This emerging crisis is impacting industry leaders like OpenAI and Google, who are exploring solutions such as million-dollar deals with publishers and the generation of synthetic data. The shortage of training data could significantly reshape the AI landscape by 2026, raising questions about the future of AI development and the ethical use of data.
Today's Stocks & Topics: UPS - United Parcel Service Inc. Cl B, Market Wrap, APTV - Aptiv PLC, ADRs vs. Buying Foreign Stocks, AI Data Crisis: Tech Giants Scramble for Solutions, TELL - Tellurian Inc., ANF - Abercrombie & Fitch Co., Hottest Job Market in a Generation Is Over, EL - Estee Lauder Cos. Cl A, Asset Allocation, SM - SM Energy Co., Corporate Carbon Credits, Investing in Other Markets, Target Audience: Xbox.
The IRS has issued new guidance on early distributions from retirement plans, providing clarity on exceptions to the 10% additional tax for unforeseeable or emergency personal or family expenses and for survivors of domestic abuse. Understanding the key points of this updated guidance is crucial to ensure it aligns with your retirement goals and minimizes potential penalties.
Today's Stocks & Topics: MCD - McDonald's Corp., UNH - UnitedHealth Group Inc., PM - Philip Morris International Inc., Market Wrap, Retirement Plan Changes: What the IRS Update Means for You, AES - AES Corp., Utility Companies, AAPL - Apple Inc., FCC and Crypto Approval, S&P 500, NVDA - NVIDIA Corp., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, GLD - SPDR Gold Shares, CELH - Celsius Holdings Inc., VVV - Valvoline Inc., GM - General Motors Co., Companies and Politics.
CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices worldwide, disrupting various industries and raising concerns about the company's reputation and future contracts. As CrowdStrike faces potential challenges, rival Sentinel One sees a surge in stock value, signaling a potential shift in the cybersecurity landscape.
Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Investing Funds, CVE - Cenovus Energy Inc., Market Wrap, OVV - Ovintiv Inc., CrowdStrike Stock Plummets 13% After Massive IT Outage, ANGPY - Anglo American Platinum Ltd. ADR, WM - Waste Management Inc., FSM - Fortuna Mining Corp., SGOV - iShares 0-3 Month Treasury Bond ETF, China, CRWD - CrowdStrike Holdings Inc. Cl A, OPRA - Opera Ltd. ADR, OPRA - Opera Ltd. ADR.
In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and adopting practical strategies, you can build financial resilience and weather any economic storm.
Today's Stocks & Topics: FAST - Fastenal Co., DPZ - Domino's Pizza Inc., Market Wrap, Traveling Investor, CRWD - CrowdStrike Holdings Inc. Cl A, Is a Scarcity Mindset Holding You Back Financially?, KBR - KBR Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Global Tech Outage, EXK - Endeavour Silver Corp., IBP - Installed Building Products Inc., WMS - Advanced Drainage Systems Inc., SPH - Suburban Propane Partners L.P., Small Caps.
A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler inflation data, affect your investment strategy?
Today's Stocks & Topics: ULS - UL Solutions Inc., Market Wrap, AGPPF - Anglo American Platinum Ltd., NOW - ServiceNow Inc., Market Rotation: Small-Caps Surge, Tech Giants Tumble, ACGL - Arch Capital Group Ltd., AIT - Applied Industrial Technologies Inc., GIS - General Mills Inc., Trailing Stop-Loss, OXY - Occidental Petroleum Corp., Remodeling Activity.
A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies struggle to find practical applications. Is this the beginning of the end for the AI hype, or just a temporary setback in the industry's evolution?
ALSO in this podcast: CRGY - Crescent Energy Co. (NYS), VICI - VICI Properties Inc. (NYS), CCJ - Cameco Corp. (NYS), PPLT - abrdn Physical Platinum Shares ETF (ETF), BTI - British American Tobacco PLC ADR (NYS), AAPL - Apple Inc. (NAS), ; plus Justin's market wrap, questions on Indexing, Market Sentiment-Call Options, Retail Spending by category.
Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.
ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).
The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge.
ALSO in this podcast: MDT - Medtronic PLC (NYS), LW - Lamb Weston Holdings Inc. (NYS), MEDP - Medpace Holdings Inc. (NAS), URI - United Rentals Inc. (NYS), RSG - Republic Services Inc. (NYS);
PLUS-- Recognized Dividends, Transferring cash to a Roth IRA; and Justin's talking points: Trend of investing in 'precious metals' used in EV production and as part the AI play market--examples include lithium and platinum; also, Why evictions are up especially in the U.S. sunbelt cities; and the Chinese economy has been in trouble for a long time.
There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and drawbacks of each option can help you make informed decisions to optimize your returns and grow your wealth in the coming year.
ALSO in this podcast: BLX - Banco Latinoamericano de Comercio Exterior S.A. Cl E (NYS); LMND - Lemonade Inc. (NYS); APH - Amphenol Corp. Cl A (NYS); CVS - CVS Health Corp. (NYS); FANG - Diamondback Energy Inc. (NAS); TMO - Thermo Fisher Scientific Inc. (NYS); PLUS-- ETFs and inflation, Financial Mismanagement story, Best Sectors to Invest in, Bank Earnings; a preview of the coming KPP Financial Newsletter and a rundown of interest Rates, Precious Metals, Oil Prices, and Gas Prices.
The podcast currently has 1,635 episodes available.
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