InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
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2060 episodes

  • InvestTalk

    Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost

    03/14/2026 | 45 mins.
    apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.
    Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.

    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
  • InvestTalk

    Emerging Market Exodus: When Global Tensions Trigger Capital Flight

    03/13/2026 | 45 mins.
    India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.
    Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.

    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
  • InvestTalk

    Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy

    03/12/2026 | 43 mins.
    Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.
    Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.

    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
  • InvestTalk

    Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy

    03/11/2026 | 45 mins.
    Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.
    Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.

    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
  • InvestTalk

    The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm

    03/10/2026 | 43 mins.
    CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.
    Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS), Vanguard Total International Stock Index Fund ETF Shares (VXUS), Bonds, Adobe Inc. (ADBE), The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm, ConocoPhillips (COP), 401k Match, Credit Markets, iShares MSCI Mexico ETF (EWW), Lincoln National Corporation (LNC), Oil Supply.

    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

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About InvestTalk

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions.With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including:Stock and ETF analysis401(k) and retirement optimizationPrecious metals and commoditiesReal estate and housing marketsThe financial impacts of inflation, AI, and global economic shiftsNo investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air.Follow InvestTalk today to build a more resilient portfolio, and learn more at InvestTalk.com.
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