InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Seneste episode
2027 episoder
The "Forever Renter" Economy
28.1.2026 | 45 min.Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership.
Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.
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Advertising Inquiries: https://redcircle.com/brandsThe "Silver" Industrial Boom
27.1.2026 | 46 min.Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.
Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn Physical Gold Shares ETF (SGOL), Graco Inc. (GGG), Debt, Brunswick Corporation (BC), Old Dominion Freight Line, Inc. (ODFL), Netflix, Inc. (NFLX), Gold.
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Advertising Inquiries: https://redcircle.com/brandsBig Tech Earnings: The "Profitability" Test
24.1.2026 | 46 min.As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.
Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.
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Advertising Inquiries: https://redcircle.com/brandsThe Office-to-Apartment Transformation
23.1.2026 | 45 min.With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.
Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACGL), “The Office-to-Apartment Transformation”, Constellation Software Inc. (CNSWF), Caterpillar Inc. (CAT), Amplify Junior Silver Miners ETF (SILJ), Silver and Gold.
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Advertising Inquiries: https://redcircle.com/brandsThe "Private Credit" Crack
22.1.2026 | 44 min.As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).
Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.
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Om 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.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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