InvestTalk
Business
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.
Location:
San Diego, CA
Description:
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.
Twitter:
@InvestTalk
Language:
English
Contact:
34232 Pacific Coast Highway , Suite B Dana Point CA 92629 888 992 4278
Website:
http://www.investtalk.com/
Email:
info@kppfinancial.com
Episodes
The Yield Curve "Un-Inversion"
1/8/2026
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.
Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, United Parcel Service, Inc. (UPS), Rollover 403b to Roth I-R-A, Cardinal Health, Inc. (CAH), Winners and Loser Around the Tax Cuts and Tariffs.
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Duration:00:45:03
The 2026 "Great Rotation": Tech vs. The Old Economy
1/7/2026
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.
Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.
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Duration:00:46:20
The "January Barometer"
1/6/2026
Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.
Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k Contributions, Hewlett Packard Enterprise Company (HPE), PayPal Holdings, Inc. (PYPL), Hyatt Hotels Corporation (H), America’s Economy, Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI).
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Duration:00:46:04
The "Cash Trap" of 2026
1/5/2026
For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.
Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Investment Opportunities, Alcoa Corporation (AA), Kaiser Aluminum Corporation (KALU), Foreign Stocks.
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Duration:00:46:42
The Return of "Active" Management?
1/2/2026
In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.
Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap Trust, Inc. (RVT), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Software Stocks, ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Suncor Energy Inc. (SU).
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Duration:00:45:18
New Year's Day - Best of Caller Questions
1/1/2026
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: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.
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Duration:00:47:00
New Year's Eve - Best of Caller Questions
12/31/2025
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.
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Duration:00:47:00
The "Dogs of the Dow" 2026 Strategy
12/30/2025
We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index.
Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amplify CWP International Enhanced Dividend Income ETF (IDVO), Covered Calls, iShares Russell 2000 ETF (IWM), Pacer US Small Cap Cash Cows 100 ETF (CALF), International Stocks, Owens Corning (OC), Precious Metals, Red Cat Holdings, Inc. (RCAT), The Fed Minutes.
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Duration:00:46:27
Best of Caller Questions
12/29/2025
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: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.
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Duration:00:46:55
The 2026 Corporate "Maturity Wall"
12/26/2025
Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates.
Today's Stocks & Topics: RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridge Financial Solutions, Inc; a question from our YouTube channel viewers: EZPW – EZCorp, Inc; plus Luke's market wrap, Luke’s metals, oil, and interest rates report, and Luke's talking points: 'AI Debt’ and “Permian Basin Risks’
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Duration:00:46:35
Christmas Day - Best of Caller Questions
12/25/2025
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: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.
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Duration:00:46:55
The 2025 InvestTalk Holiday Special is Here!
12/24/2025
In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festive roadmap to help you secure your financial future.
Our Sponsors:
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Duration:00:35:34
Pre-Positioning for the “January Effect” (Small Caps)
12/23/2025
Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips.
Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, American Airlines Group Inc. (AAL), Steel Dynamics, Inc. (STLD), Mortgage Rates, Stock Screeners, Xylem Inc. (XYL), HCA Healthcare, Inc. (HCA), PayPal Holdings, Inc. (PYPL), Wall Street and Tariffs.
Our Sponsors:
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Duration:00:45:46
Active Management's Edge in Fixed Income
12/22/2025
Active Management's Edge in Fixed Income
Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.
Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.
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Duration:00:45:41
De-Dollarization: Risks of the Weaponized Dollar
12/19/2025
Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.
Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.
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Duration:00:40:44
Water Scarcity: The $3.4 Trillion Infrastructure Gap
12/18/2025
We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.
Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).
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Duration:00:45:48
CRE Distress: Where Are the Opportunities?
12/17/2025
Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.
Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.
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Duration:00:45:11
The Nation's Unsustainable Fiscal Path
12/16/2025
The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.
Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.
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Duration:00:45:36
Global Divergence: Europe Stalls, US Chugs Along
12/15/2025
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.
Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.
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Duration:00:46:12
Institutional "Window Dressing" Season
12/12/2025
As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.
Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.
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Duration:00:45:44