Investtalk

Investtalk

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Investtalk episodes

  • Aerospace Defense Contractors: The New Military Investment Cycle

    Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.

    Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.



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    48 min
  • Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs

    Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally.

    Today's Stocks & Topics: Sterling Infrastructure, Inc. (STRL), Market Wrap, Fair Isaac Corporation (FICO), Company Stock Allocation, PulteGroup, Inc. (PHM), Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs, CNX Resources Corporation (CNX), Dutch Bros Inc. (BROS), Celsius Holdings, Inc. (CELH), Skyward Specialty Insurance Group, Inc. (SKWD), Value Stocks.



    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!
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    * Check out Anthropic: https://claude.ai/invest
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    44 min
  • Good Friday - Best of Caller Questions

    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.



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

    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
    47 min
  • Is Currency Market Volatility Creating New Investment Opportunities?

    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!
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    https://kppfinancial.com/investtalk-madness

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    46 min
  • Are Growth vs Value Stocks Ready for a Major Reversal?

    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:
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    46 min
  • Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?

    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

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    44 min
  • Are Home Prices and Mortgage Rates Creating a Housing Crisis?

    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 Progressive: https://progressive.com
    * Check out Quince: https://quince.com/INVEST


    Advertising Inquiries: https://redcircle.com/brands
    47 min
  • Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?

    The FDA's approval of a higher-dose Wegovy marks Novo Nordisk's aggressive push to reclaim market share in the exploding weight loss drug sector. Pharmaceutical investors are watching closely as competition intensifies in what could become a trillion-dollar market.

    Today's Stocks & Topics: Berkshire Hathaway Inc. (BRK.B), Market Wrap, Snap Inc. (SNAP), Caterpillar Inc. (CAT), Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?, CDW Corporation (CDW), Petrochemical Companies, Lumen Technologies, Inc. (LUMN), Mortgage Rates, Mueller Industries, Inc. (MLI), Fertilizer Market.



    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 Progressive: https://progressive.com
    * Check out Quince: https://quince.com/INVEST


    Advertising Inquiries: https://redcircle.com/brands
    46 min
  • Defense Spending Boom: Military Contractors Hit the Jackpot

    President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era.

    Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Investment: Ground-floor, Defense Spending Boom: Military Contractors Hit the Jackpot, Warrior Met Coal, Inc. (HCC), The Bond Market, Kinsale Capital Group, Inc. (KNSL), VICI Properties Inc. (VICI), The Top 1%.



    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 Progressive: https://progressive.com
    * Check out Quince: https://quince.com/INVEST


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

About Investtalk

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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.