InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
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2077 episoder

  • InvestTalk

    Aerospace Defense Contractors: The New Military Investment Cycle

    08.04.2026 | 45 min.
    Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.
    Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.

    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 Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs

    07.04.2026 | 42 min.
    Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally.
    Today's Stocks & Topics: Sterling Infrastructure, Inc. (STRL), Market Wrap, Fair Isaac Corporation (FICO), Company Stock Allocation, PulteGroup, Inc. (PHM), Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs, CNX Resources Corporation (CNX), Dutch Bros Inc. (BROS), Celsius Holdings, Inc. (CELH), Skyward Specialty Insurance Group, Inc. (SKWD), Value Stocks.

    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 Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Good Friday - Best of Caller Questions

    03.04.2026 | 47 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: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.

    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 Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years

    03.04.2026 | 45 min.
    Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal.
    Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years, iShares U.S. Medical Devices ETF (IHI), The Greenbrier Companies, Inc. (GBX), EQT Corporation (EQT), Liberation Day Anniversary, New Tariff Structure. 

    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 Quince: https://quince.com/invest
    * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com

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

    Is Currency Market Volatility Creating New Investment Opportunities?

    02.04.2026 | 44 min.
    The U.S. dollar is flexing its muscles as the world's ultimate safe haven, surging against major currencies as global uncertainty drives flight-to-quality flows. Meanwhile, the Euro is struggling as European economies face the double whammy of energy price shocks and growth concerns, reshaping currency markets worldwide.
    Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Diageo plc (DEO), Exxon Mobil Corporation (XOM), Aberdeen India Fund, Inc. (IFN), Is Currency Market Volatility Creating New Investment Opportunities?, Jackson Financial Inc. (JXN), Vanguard Materials ETF (VAW), KPP Management of ETFs, Mueller Water Products, Inc. (MWA), Large Language Models (LLMs) and AI.

    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 Quince: https://quince.com/invest
    * 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 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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