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

Genres:

Business

Markets and Investing

Business & Economics Podcasts

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

Japan's "Rate Shock": The Carry Trade Unwinds

1/30/2026

While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks. Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:44

The Fed's January Decision

1/29/2026

The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation. Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Technology Finance Corp. (OTF), Bond Options, ONEOK, Inc. (OKE), Taxes, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF). Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:32

The "Zombie Company" Purge

1/28/2026

Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses. Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:41

The "Forever Renter" Economy

1/27/2026

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:45

The "Silver" Industrial Boom

1/26/2026

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:46:15

Big Tech Earnings: The "Profitability" Test

1/23/2026

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:46:09

The Office-to-Apartment Transformation

1/22/2026

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:04

The "Private Credit" Crack

1/21/2026

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:15

Copper: The "New Oil" Breakout

1/20/2026

Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears. Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI). Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:26

Martin Luther King Jr. Day - Best of Caller Questions

1/19/2026

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: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:46:59

The "Cyber" Supercycle: The New Utility

1/16/2026

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue. Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:59

The Iran Escalation: The "Strait" Jacket on the Economy

1/15/2026

With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins. Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Corporation (BC), How Much Minerals Should Allocate in a Portfolio, Free Cash Flow, CDW Corporation (CDW), Roll a R.E. Portfolio to Something Else. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:43

CPI Day: The "Sticky 3%" Problem

1/14/2026

Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market. Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vanguard Total International Stock Index Fund ETF Shares (VXUS), SoFi Technologies, Inc. (SOFI), Nu Holdings Ltd. (NU), Doximity, Inc. (DOCS), Bank Earnings. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:56

Emerging Markets: The 2026 Value Play?

1/13/2026

With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar. Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:44

Housing: The "Lock-In" Thaw

1/12/2026

With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market. Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:46:21

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

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). Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

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. Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

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). Our Sponsors: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Invest529: https://www.invest529.com * Check out Progressive: https://www.progressive.com Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:18