InvestTalk

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

    Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio

    26.06.2026 | 40 min.
    Raising the minimum wage has been a political winner for years, but it's now running into stiff resistance as inflation concerns take center stage. For investors, the debate cuts to the heart of corporate margins, consumer spending power, and the Fed's inflation-fighting mandate.
    Today's Stocks & Topics: Phillips 66 (PSX), Market Wrap, SpaceX Bond Sale, Lakeland Industries, Inc. (LAKE), Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio, Spotify Technology S.A. (SPOT), StoneX Group Inc. (SNEX), ServiceNow, Inc. (NOW), The Wheel Strategy, Stablecoins.
    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
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    Advertising Inquiries: https://redcircle.com/brands
  • InvestTalk

    Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?

    24.06.2026 | 41 min.
    This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving investors a live stress test of what truly moves markets. Dissecting which force had more power over stock prices, bond yields, and the dollar can sharpen every investor's macro framework going forward.
    Today's Stocks & Topics: Roblox Corporation (RBLX), Market Wrap, Option Markets, Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?, Toast, Inc. (TOST), The Japanese Yen, Owning Silver & Gold, Perpetual Futures.
    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
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

    24.06.2026 | 44 min.
    The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever translate into the returns that justify these sky-high valuations.
    Today's Stocks & Topics: iShares Global Utilities ETF (JXI), Market Wrap, Lockheed Martin Corporation (LMT), Low Cost Loans, Bitcoin, AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves, Apple Hospitality REIT, Inc. (APLE), KraneShares CSI China Internet ETF (KWEB), AI Center Facing Backlash in American Communities.
    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
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Is This 2022 All Over Again? The Market Risk Checklist for 2026

    23.06.2026 | 44 min.
    This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understands the similarities and the differences will be less likely to panic, chase, or rebalance at the wrong time.
    Today's Stocks & Topics: Invesco Aerospace & Defense ETF (PPA), Market Wrap, Grayscale Ethereum Staking Mini ETF (ETH), Allison Transmission Holdings, Inc. (ALSN), Advance Auto Parts, Inc. (AAP), Is This 2022 All Over Again? The Market Risk Checklist for 2026 (Today), Newmont Corporation (NEM), SPDR Gold Shares (GLD), Capital Flowing Into AI Is It A Warning Sign?, Zombie Unicorn Companies.

    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
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Best of Caller Questions - Friday Juneteenth

    19.06.2026 | 46 min.
    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: Treasury Bill, When to Sell, I-R-A Rollover, Retirement Allocation, Dividend Reinvestment, How A Senior Should Invest, Oil Stocks, Private Equity vs. Private Credit, Roth I-R-A, P.E. Ratio Calculation, Railroad Stocks, SEC Rule Change.
    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
    * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

    Advertising Inquiries: https://redcircle.com/brands
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Om 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 analysis, 401(k) and retirement optimization, precious metals and commodities, real estate and housing markets, the 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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