InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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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 shifts No 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.

  1. 18 hr ago

    The Roth Conversion Window

    Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work. Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett & Platt, Incorporated (LEG), AT&T Inc. (T), Capital Flows, Vanguard Health Care Index Fund ETF Shares (VHT), The Roth Conversion Window, CAVA Group, Inc. (CAVA), ExxonMobil Holdings Corporation (XOM), MicroStrategy (MSTR). 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    45 min

  2. 3 days ago

    BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd

    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: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan. 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    47 min

  3. 4 days ago

    The Index Fund Trap

    When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrated listeners into a handful of names. Today's Stocks & Topics: Cardinal Health, Inc. (CAH), Market Wrap, McDonald's Corporation (MCD), Rotation Trade, Oracle Corporation (ORCL), The Index Fund Trap, Barrick Mining Corporation (B), Agnico Eagle Mines Limited (AEM), ImmunityBio, Inc. (IBRX), The Power Grid. 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    45 min

  4. 5 days ago

    The Half-Year Scoreboard

    A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning. Today's Stocks & Topics: Clean Harbors, Inc. (CLH), Market Wrap, Microsoft Corporation (MSFT), The Streaming Industry, The Campbell's Company (CPB), The Half-Year Scoreboard, Vanguard Information Technology ETF (VGT), State Street Technology Select Sector SPDR ETF (XLK), Xometry, Inc. (XMTR), Iron Mountain Incorporated (IRM), Indexes Performance. 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    43 min

  5. 6 days ago

    JPMorgan Says 7,800: Should You Believe Price Targets?

    A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall Street targets are built, why they move, and how little they should drive your decisions. Today's Stocks & Topics: MercadoLibre, Inc. (MELI), Market Wrap, The Williams Companies, Inc. (WMB), EQT Corporation (EQT), NAFTA Renegotiation, The Mosaic Company (MOS), JPMorgan Says 7,800: Should You Believe Price Targets?, Vanguard Health Care ETF (VHT), iShares Global Healthcare ETF (IXJ), AI Jobs Apocalypse, The Buckle, Inc. (BKE). 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    44 min

  6. 30 Jun

    What Are the Biggest Risks of the SpaceX IPO?

    The SpaceX IPO may be one of the most exciting market events in years, but history shows that the most anticipated IPOs can also be the most dangerous moment for retail investors. This video does not predict whether SpaceX will rise or fall. Instead, it gives investors a clear framework for understanding access, valuation, lockups, liquidity, timing risk, and whether the opportunity actually fits their portfolio. Today's Stocks & Topics: Sibanye Stillwater Limited (SBSW), Market Wrap, Las Vegas Sands Corp. (LVS), Automatic Dividend Reinvestment Program, Constellation Energy Corporation (CEG), The Southern Company (SO), What Are the Biggest Risks of the SpaceX IPO?, ConocoPhillips (COP), Putnam Large Cap Value Fund (PEYAX), Wheaton Precious Metals Corp. (WPM), First Majestic Silver Corp. (AG), S&P 500, Earnings Growth. 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    43 min

  7. 27 Jun

    Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

    The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets. Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge. 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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    42 min

  8. 26 Jun

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

    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 INVEST for a great deal: https://sleep.me * 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

    41 min
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Hosts & Guests

About

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 shifts No 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.

Information

  • Creator
    Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
  • Years Active
    2008 - 2026
  • Episodes
    2k
  • Rating
    Clean
  • Copyright
    ©2024 Klein, Pavlis & Peasley Financial, Inc.
  • Show Website
    InvestTalk

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