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Investtalk
By InvesttalkBusiness
Investtalk episodes
- Is India the Best Emerging Market to Invest in for 2026?
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real risks and opportunities in the world's most populous economy.
Today's Stocks & Topics: Rambus Inc. (RMBS), Market Wrap, Fox's Acquisition of ROKU, The Labor Market, Stock Split, Is India the Best Emerging Market to Invest in for 2026?, Vertiv Holdings Co (VRT), Franklin FTSE India ETF (FLIN), ONEOK, Inc. (OKE), Microsoft Corporation (MSFT), Tobacco Stocks.
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Advertising Inquiries: https://redcircle.com/brands44 min - Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026.
Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing.
Our Sponsors:
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* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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Advertising Inquiries: https://redcircle.com/brands44 min - What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving valuations underneath becomes more important than ever.
Today's Stocks & Topics: SAP SE (SAP), Market Wrap, Sirius XM Holdings Inc. (SIRI), AI Tokens, Terex Corporation (TEX), What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star, Applied Industrial Technologies, Inc. (AIT), Adobe Inc. (ADBE), SMI 3Fourteen Full-Cycle Trend ETF (FCTE), ROTH Conversions, Hyperscalers.
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* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
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* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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Advertising Inquiries: https://redcircle.com/brands45 min - The Roth Conversion Window
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.
Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett & Platt, Incorporated (LEG), AT&T Inc. (T), Capital Flows, Vanguard Health Care Index Fund ETF Shares (VHT), The Roth Conversion Window, CAVA Group, Inc. (CAVA), ExxonMobil Holdings Corporation (XOM), MicroStrategy (MSTR).
Our Sponsors:
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* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
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* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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Advertising Inquiries: https://redcircle.com/brands45 min - BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
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: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan.
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* 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 INVEST for a great deal: https://sleep.me
* 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands47 min - The Index Fund Trap
When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrated listeners into a handful of names.
Today's Stocks & Topics: Cardinal Health, Inc. (CAH), Market Wrap, McDonald's Corporation (MCD), Rotation Trade, Oracle Corporation (ORCL), The Index Fund Trap, Barrick Mining Corporation (B), Agnico Eagle Mines Limited (AEM), ImmunityBio, Inc. (IBRX), The Power Grid.
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* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
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* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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Advertising Inquiries: https://redcircle.com/brands45 min - The Half-Year Scoreboard
A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning.
Today's Stocks & Topics: Clean Harbors, Inc. (CLH), Market Wrap, Microsoft Corporation (MSFT), The Streaming Industry, The Campbell's Company (CPB), The Half-Year Scoreboard, Vanguard Information Technology ETF (VGT), State Street Technology Select Sector SPDR ETF (XLK), Xometry, Inc. (XMTR), Iron Mountain Incorporated (IRM), Indexes Performance.
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 INVEST for a great deal: https://sleep.me
* 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands43 min - JPMorgan Says 7,800: Should You Believe Price Targets?
A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall Street targets are built, why they move, and how little they should drive your decisions.
Today's Stocks & Topics: MercadoLibre, Inc. (MELI), Market Wrap, The Williams Companies, Inc. (WMB), EQT Corporation (EQT), NAFTA Renegotiation, The Mosaic Company (MOS), JPMorgan Says 7,800: Should You Believe Price Targets?, Vanguard Health Care ETF (VHT), iShares Global Healthcare ETF (IXJ), AI Jobs Apocalypse, The Buckle, Inc. (BKE).
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
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Advertising Inquiries: https://redcircle.com/brands45 min - What Are the Biggest Risks of the SpaceX IPO?
The SpaceX IPO may be one of the most exciting market events in years, but history shows that the most anticipated IPOs can also be the most dangerous moment for retail investors. This video does not predict whether SpaceX will rise or fall. Instead, it gives investors a clear framework for understanding access, valuation, lockups, liquidity, timing risk, and whether the opportunity actually fits their portfolio.
Today's Stocks & Topics: Sibanye Stillwater Limited (SBSW), Market Wrap, Las Vegas Sands Corp. (LVS), Automatic Dividend Reinvestment Program, Constellation Energy Corporation (CEG), The Southern Company (SO), What Are the Biggest Risks of the SpaceX IPO?, ConocoPhillips (COP), Putnam Large Cap Value Fund (PEYAX), Wheaton Precious Metals Corp. (WPM), First Majestic Silver Corp. (AG), S&P 500, Earnings Growth.
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 Progressive: https://www.progressive.com
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Advertising Inquiries: https://redcircle.com/brands46 min - Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order
The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets.
Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge.
Our Sponsors:
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* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands45 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.
InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial adviser, Steve Peasley.
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