Investtalk

Investtalk

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Investtalk episodes

  • Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio

    Raising the minimum wage has been a political winner for years, but it's now running into stiff resistance as inflation concerns take center stage. For investors, the debate cuts to the heart of corporate margins, consumer spending power, and the Fed's inflation-fighting mandate.

    Today's Stocks & Topics: Phillips 66 (PSX), Market Wrap, SpaceX Bond Sale, Lakeland Industries, Inc. (LAKE), Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio, Spotify Technology S.A. (SPOT), StoneX Group Inc. (SNEX), ServiceNow, Inc. (NOW), The Wheel Strategy, Stablecoins.

    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
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    44 min
  • Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?

    This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving investors a live stress test of what truly moves markets. Dissecting which force had more power over stock prices, bond yields, and the dollar can sharpen every investor's macro framework going forward.

    Today's Stocks & Topics: Roblox Corporation (RBLX), Market Wrap, Option Markets, Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?, Toast, Inc. (TOST), The Japanese Yen, Owning Silver & Gold, Perpetual Futures.

    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    45 min
  • AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

    The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever translate into the returns that justify these sky-high valuations.

    Today's Stocks & Topics: iShares Global Utilities ETF (JXI), Market Wrap, Lockheed Martin Corporation (LMT), Low Cost Loans, Bitcoin, AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves, Apple Hospitality REIT, Inc. (APLE), KraneShares CSI China Internet ETF (KWEB), AI Center Facing Backlash in American Communities.

    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    47 min
  • Is This 2022 All Over Again? The Market Risk Checklist for 2026

    This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understands the similarities and the differences will be less likely to panic, chase, or rebalance at the wrong time.

    Today's Stocks & Topics: Invesco Aerospace & Defense ETF (PPA), Market Wrap, Grayscale Ethereum Staking Mini ETF (ETH), Allison Transmission Holdings, Inc. (ALSN), Advance Auto Parts, Inc. (AAP), Is This 2022 All Over Again? The Market Risk Checklist for 2026 (Today), Newmont Corporation (NEM), SPDR Gold Shares (GLD), Capital Flowing Into AI Is It A Warning Sign?, Zombie Unicorn Companies.


    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    48 min
  • Best of Caller Questions - Friday Juneteenth

    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 Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg




    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    50 min
  • The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy

    Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies are racing to control the living room hardware layer. We look at what this mega-merger reveals about the economics of streaming, the value of distribution, and what consolidation means for consumers and investors.

    Today's Stocks & Topics: BNY Mellon Municipal Bond Infrastructure Fund, Inc. (DMB), Viking Holdings Ltd (VIK), ONEOK, Inc. (OKE), YPF Sociedad Anónima (YPF), Kinder Morgan, Inc. (KMI), The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy, Southern Copper Corporation (SCCO), State Street Materials Select Sector SPDR ETF (XLB), State Street SPDR S&P Metals & Mining ETF (XME), AI Earnings, Simon Property Group, Inc. (SPG), Vanguard Real Estate ETF (VNQ), Bank Regulations.


    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    46 min
  • Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?

    Bitcoin's latest price plunge is forcing investors to revisit a fundamental question: why do they actually own it? As the debate over crypto's role in a diversified portfolio heats up again, we break down the real investment thesis for digital assets and whether Bitcoin deserves a seat at the table for long-term investors.

    Today's Stocks & Topics: Woodside Energy Group Ltd (WDS), Market Wrap, Microsoft Corporation (MSFT), The Charles Schwab Corporation (SCHW), Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?, Zebra Technologies Corporation (ZBRA), Sectors Affected by the Peace Agreement, Salesforce, Inc. (CRM), Inflation and Interest Rates.


    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    43 min
  • Silver Is Now a Monetary Metal. The $12

    Silver didn’t hit $121 because people suddenly wanted more silverware. It exploded because the market is starting to recognize silver for what it really is

    Today's Stocks & Topics: First Majestic Silver Corp. (AG), Market Wrap, Nu Holdings Ltd. (NU), Remitly Global, Inc. (RELY), Tractor Supply Company (TSCO), Dividend Reinvestment Plan (DRIP), Silver Is Now a Monetary Metal. The $12, Vanguard Real Estate Index Fund ETF Shares (VNQ), Gold, Fundamental Analysis, 457 Retirement Plan. 

    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    46 min
  • AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?

    From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investment story is entering a new and more complex phase. We examine whether AI's promises are translating into real economic returns and how investors should position themselves.

    Today's Stocks & Topics: Amazon.com, Inc. (AMZN), Markt Wrap, How A Senior Should Invest, SEC rule change, AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?, IonQ, Inc. (IONQ), International Business Machines Corporation (IBM), Alphabet Inc. (GOOG), Silvercrest Asset Management Group Inc. (SAMG), Industrial Logistics Properties Trust (ILPT), China.

    Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”

    June 30th, 2026 - 12:00 pm

    To sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Progressive: https://www.progressive.com
    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    44 min
  • The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble

    Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.

    Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.



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    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
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    Advertising Inquiries: https://redcircle.com/brands
    48 min

About Investtalk

From the publisher's feed

In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk.