Investtalk

Investtalk

By InvesttalkBusiness
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Investtalk episodes

  • SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?

    Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should think about participating.

    Today's Stocks & Topics: CarMax, Inc. (KMX), Market Wrap, EQT Corporation (EQT), ONEOK, Inc. (OKE), Trailing Stop, Micron Technology, Inc. (MU), SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?, Johnson & Johnson (JNJ), Xtrackers Nifty 500 India ETF (IND), iShares MSCI India ETF (INDA), Vanguard Short-Term Corporate Bond Index Fund ETF Shares (VCSH), Vanguard Total Bond Market Index Fund (BND), NetEase, Inc. (NTES), Roth Conversion.


    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#/registration



    Our Sponsors:
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    41 min
  • Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside

    Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside, Frontline PLC (FRO), P.E. Ratio Calculation, Check Point Software Technologies Ltd. (CHKP), ServiceNow, Inc. (NOW), Banks.

    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 Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    48 min
  • Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors

    Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broader market sentiment.

    Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Starbucks Corporation (SBUX), Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors, Textron Inc. (TXT), Amplify Cybersecurity ETF (HACK), Spacex (SPCX) Going Public, 3M Company (MMM), Consumer Sentiment.


    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 Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    46 min
  • Best of Caller Questions - Memorial Day

    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: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    48 min
  • Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026

    Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.

    Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026, Halliburton Company (HAL), EchoStar Corporation (SATS), ETFs, Ryder System, Inc. (R), Zoetis Inc. (ZTS).


    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 Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    47 min
  • Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth

    Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis.

    Today's Stocks & Topics: AAON, Inc. (AAON), Market Wrap, Builders FirstSource, Inc. (BLDR), UFP Industries, Inc. (UFPI), Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth, When to Sell, Vanguard Total Stock Market Index Fund ETF Shares (VTI), Vanguard S&P 500 ETF (VOO), Mortgage Rates, Chord Energy Corporation (CHRD), The Wendy's Company (WEN), Bond Markets


    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 Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    47 min
  • War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings

    Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.

    Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity.



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    44 min
  • Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors

    Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.

    Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices.



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    45 min
  • Market Volatility Isn’t the Problem — Emotional Investing Is

    Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.

    Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modine Manufacturing Company (MOD), Eaton Corporation plc (ETN), International Business Machines Corporation (IBM), New Fed Chair Kevin Warsh, Super Ads.



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    Advertising Inquiries: https://redcircle.com/brands
    47 min
  • AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?

    Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.

    Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.



    Our Sponsors:
    * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
    * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
    * Check out Quince: https://quince.com/invest
    * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


    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.