Investtalk

U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks.

Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Bonds, Blue Owl Capital Inc. (OWL), iShares MSCI Japan ETF (EWJ), WisdomTree Japan Opportunities Fund (OPPJ), Tariffs and Trades, CrowdStrike Holdings, Inc. (CRWD), Cloudflare, Inc. (NET), SM Energy Company (SM), Block, Inc. (XYZ).

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Pebl: https://hipebl.ai
* Check out Quince: https://quince.com/INVEST


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

Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen.

Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com, Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Roper Technologies, Inc. (ROP), The Commodity Industry, Canadian Natural Resources Limited (CNQ), Lyft, Inc. (LYFT), Jobs Report.

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Pebl: https://hipebl.ai
* Check out Quince: https://quince.com/INVEST


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

Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.

Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Pebl: https://hipebl.ai
* Check out Quince: https://quince.com/INVEST


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

A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.

Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Pebl: https://hipebl.ai
* Check out Quince: https://quince.com/INVEST


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

We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.

Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Quince: https://quince.com/INVEST


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

It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.

Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Quince: https://quince.com/INVEST


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

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: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.

Our Sponsors:
* Check out Anthropic: https://claude.ai/invest
* Check out Quince: https://quince.com/INVEST


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

Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines.

Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com, Inc. (AMZN), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Fastenal Company (FAST), Corporate Bonds, Dillard's, Inc. (DDS), SPS Commerce, Inc. (SPSC), Rollback Tariffs Plans.

Our Sponsors:
* Check out Quince: https://quince.com/INVEST


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

Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.

Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.

Our Sponsors:
* Check out Quince: https://quince.com/INVEST


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

Love is in the air, but what about the bank account?  We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.

Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.

Our Sponsors:
* Check out Quince: https://quince.com/INVEST


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