x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

InvestTalk

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

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

business investing

All Episodes

45:29

Babies, Capitalism & a Demographic Crossroads

InvestTalk ·

2025/10/31

We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions. Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporation (PCRHY), A-I might replace Junior Bankers, Gold and Uranium Sectors, AbbVie Inc. (ABBV), Vertex Pharmaceuticals Incorporated (VRTX),

en

44:41

Global Portfolio Insights: Lessons from Around the World

InvestTalk ·

2025/10/29

We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, Inc. (CPAY), Nuclear Energy, A-I Stocks.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto:

en

44:57

AI, Jobs & Investors: Growing Divides in the Workplace

InvestTalk ·

2025/10/29

We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold

en

44:26

Generative AI in Finance: 5 Ways to Budget, Plan, and...

InvestTalk ·

2025/10/28

We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios. Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources,

en

43:35

Decoding the Market: 4 Strategies to Anticipate Stock...

InvestTalk ·

2025/10/24

We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed. Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American

en

43:17

What's Behind the Incredible Gold rally?

InvestTalk ·

2025/10/23

Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward? Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Holdings Limited (TCEHY), Luxury Goods, Baker Hughes Company (BKR), Caterpillar Inc. (CAT), Eaton Corporation plc (ETN), Monday.com Ltd. (MNDY),

en

44:51

The Home Equity Strategy: Can Retirees Use a Reverse...

InvestTalk ·

2025/10/17

Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment. Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.Our Sponsors:* Check out

en

46:55

Best of Caller Questions

InvestTalk ·

2025/10/15

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: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes,

en

44:39

The Sunbelt Paradox: Why Retirement Hotspots Like...

InvestTalk ·

2025/10/15

States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any reduction in promised Social Security benefits.Today's Stocks & Topics: AutoZone, Inc. (AZO), Market Wrap, Exxon Mobil Corporation (XOM), The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis, BlackRock, Inc. (BLK), EnerSys (ENS), Economic Growth, Poorly Managed Companies, Civitas Resources, Inc. (CIVI),

en

45:49

3 Costly Mistakes Novice Investors Need to Avoid...

InvestTalk ·

2025/10/14

Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's volatile markets. Today's Stocks & Topics: Cal-Maine Foods, Inc. (CALM), Market Wrap, Idaho Strategic Resources, Inc. (IDR), 3 Costly Mistakes Novice Investors Need to Avoid Right Now, Prysmian S.p.A. (PRYMF), Lumen Technologies, Inc., Tariffs, KBR, Inc. (KBR), Pre-Tax Allocation vs. Roth I-R-A, The Procter & Gamble Company (PG), Young

en

45:43

AI's Copper Consumption: Is the Data Center Boom...

InvestTalk ·

2025/10/11

AI-powered data centers are significantly more "copper-intensive" than traditional facilities, and their rapid global build-out is set to clash with years of underinvestment in new mines.Today's Stocks & Topics: The Carlyle Group Inc. (CG), Market Wrap, Retirement, AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?, Archer-Daniels-Midland Company (ADM), Freeport-McMoRan Inc. (FCX), KPP Newsletter, Budget Changes, Verizon Communications Inc. (VZ),

en

45:08

Will Mortgage Rates Keep Dropping?

InvestTalk ·

2025/10/10

After the Federal Reserve's recent rate cut, analysts from Fannie Mae and the National Association of Home Builders (NAHB) have released their forecasts for the 30-year fixed mortgage rate. Today's Stocks & Topics: Global X Dow 30 Covered Call & Growth ETF (DYLG), Market Wrap, LKQ Corporation (LKQ), Will Mortgage Rates Keep Dropping?, Starbucks Corporation (SBUX), Data Sources, Leverage ETFs, Barrick Mining Corporation (B), Wheaton Precious Metals Corp. (WPM), Paul Mueller Company

en

43:20

The Billion-Dollar Gamble: Why OpenAI’s Massive Deals...

InvestTalk ·

2025/10/09

OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story. Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Sprouts Farmers Market, Inc. (SFM), The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk, Gevo, Inc. (GEVO), Rio Tinto Group (RIO), Taking Social Security, Valterra Platinum

en

45:53

Recession by ZIP Code: Why 22 States Are Already...

InvestTalk ·

2025/10/08

In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).Our

en

43:37

Emerging Markets are Finally Rallying

InvestTalk ·

2025/10/07

There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation. Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company

en

46:30

Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension

InvestTalk ·

2025/10/04

In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension, Schneider Electric S.E. (SBGSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, A-I Second Order

en

42:40

Gold Rush or Golden Trap? The Truth About Precious...

InvestTalk ·

2025/10/03

We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas". Today's Stocks & Topics: Martin Marietta Materials, Inc. (MLM), Market Wrap, Albertsons Companies, Inc. (ACI), Gold Rush or Golden Trap? The Truth About Precious Metals IRAs, Alibaba Group Holding Limited (BABA), PULSAR HELIUM INC. (PSRHF), The Rise of Landlords, Smith & Wesson Brands, Inc., Unum Group (UNM),

en

44:04

Roth or Bust: The $145K 401(k) Catch-Up Rule Change...

InvestTalk ·

2025/10/02

Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act). Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026, Schlumberger Limited (SLB), Zebra Technologies Corporation (ZBRA), Alternative Investments, AbbVie Inc. (ABBV),

en

45:19

The Shrinkflation Problem: How You're Paying More for...

InvestTalk ·

2025/10/01

In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hike that contributes to overall inflation. (We will also look into policy options for increasing consumer transparency.) Today's Stocks & Topics: Universal Technical Institute, Inc. (UTI), Market Wrap, American Bitcoin Corp (ABTC), The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store, KBR, Inc. (KBR), How Interest

en

46:31

The Sunk Cost Fallacy: Why You Can't Walk Away

InvestTalk ·

2025/09/30

The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the story. Today's Stocks & Topics: Fox Factory Holding Corp. (FOXF), Market Wrap, Albemarle Corporation (ALB), The Sunk Cost Fallacy: Why You Can't Walk Away, Paying Mortgage vs. Investing, Diamondback Energy, Inc. (FANG), Centene Corporation (CNC), A-I Data Centers, Target Corporation (TGT), First Majestic Silver Corp. (AG), New York Real

en

1,248 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...