InvestTalk

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

    The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy

    19.06.2026 | 42 min.
    Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies are racing to control the living room hardware layer. We look at what this mega-merger reveals about the economics of streaming, the value of distribution, and what consolidation means for consumers and investors.
    Today's Stocks & Topics: BNY Mellon Municipal Bond Infrastructure Fund, Inc. (DMB), Viking Holdings Ltd (VIK), ONEOK, Inc. (OKE), YPF Sociedad Anónima (YPF), Kinder Morgan, Inc. (KMI), The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy, Southern Copper Corporation (SCCO), State Street Materials Select Sector SPDR ETF (XLB), State Street SPDR S&P Metals & Mining ETF (XME), AI Earnings, Simon Property Group, Inc. (SPG), Vanguard Real Estate ETF (VNQ), Bank Regulations.

    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

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  • InvestTalk

    Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?

    18.06.2026 | 40 min.
    Bitcoin's latest price plunge is forcing investors to revisit a fundamental question: why do they actually own it? As the debate over crypto's role in a diversified portfolio heats up again, we break down the real investment thesis for digital assets and whether Bitcoin deserves a seat at the table for long-term investors.
    Today's Stocks & Topics: Woodside Energy Group Ltd (WDS), Market Wrap, Microsoft Corporation (MSFT), The Charles Schwab Corporation (SCHW), Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?, Zebra Technologies Corporation (ZBRA), Sectors Affected by the Peace Agreement, Salesforce, Inc. (CRM), Inflation and Interest Rates.

    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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  • InvestTalk

    Silver Is Now a Monetary Metal

    17.06.2026 | 42 min.
    Silver didn’t hit $121 because people suddenly wanted more silverware. It exploded because the market is starting to recognize silver for what it really is
    Today's Stocks & Topics: First Majestic Silver Corp. (AG), Market Wrap, Nu Holdings Ltd. (NU), Remitly Global, Inc. (RELY), Tractor Supply Company (TSCO), Dividend Reinvestment Plan (DRIP), Silver Is Now a Monetary Metal. The $12, Vanguard Real Estate Index Fund ETF Shares (VNQ), Gold, Fundamental Analysis, 457 Retirement Plan. 
    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 Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?

    16.06.2026 | 40 min.
    From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investment story is entering a new and more complex phase. We examine whether AI's promises are translating into real economic returns and how investors should position themselves.
    Today's Stocks & Topics: Amazon.com, Inc. (AMZN), Markt Wrap, How A Senior Should Invest, SEC rule change, AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?, IonQ, Inc. (IONQ), International Business Machines Corporation (IBM), Alphabet Inc. (GOOG), Silvercrest Asset Management Group Inc. (SAMG), Industrial Logistics Properties Trust (ILPT), China.
    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:
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    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
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    * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
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    Advertising Inquiries: https://redcircle.com/brands
  • InvestTalk

    The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble

    13.06.2026 | 44 min.
    Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.
    Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.

    Our Sponsors:
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    * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
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    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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