InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
Latest episode

2040 episodes

  • InvestTalk

    Housing: The "Spring Season" Starts Now

    2/14/2026 | 45 mins.
    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 Anthropic: https://claude.ai/invest
    * Check out Quince: https://quince.com/INVEST

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

    The "Lunar New Year" Liquidity Pump

    2/13/2026 | 44 mins.
    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 Anthropic: https://claude.ai/invest
    * Check out Quince: https://quince.com/INVEST

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

    The "Valentine's" Financial Audit

    2/12/2026 | 45 mins.
    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 Anthropic: https://claude.ai/invest
    * Check out Quince: https://quince.com/INVEST

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

    The "Super Bowl" Consumer Hangover

    2/11/2026 | 44 mins.
    A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.
    Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.

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

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

    The "Midterm" Year Pattern

    2/10/2026 | 44 mins.
    2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4.
    Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).

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

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

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About InvestTalk

Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero, CFA.No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.
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