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, CFA. 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, CFA. 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

Housing: The "Spring Season" Starts Now

2/13/2026

Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines. Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com, Inc. (AMZN), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Fastenal Company (FAST), Corporate Bonds, Dillard's, Inc. (DDS), SPS Commerce, Inc. (SPSC), Rollback Tariffs Plans. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:34

The "Lunar New Year" Liquidity Pump

2/12/2026

Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bankâ€¦ and whether itâ€™s a trap for foreign investors. Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:04

The "Valentine's" Financial Audit

2/11/2026

Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline. Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:18

The "Super Bowl" Consumer Hangover

2/10/2026

A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer. Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:53

The "Midterm" Year Pattern

2/9/2026

2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4. Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR). Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:20

The "Grid" Bottleneck: AI vs. Utilities

2/6/2026

Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity. Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:46:13

Tax Season: The "Refund" Stimulus

2/5/2026

As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year. Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:56

The "Capex" War: Meta vs. Microsoft

2/4/2026

Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill. Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA). Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:44:32

The Super Bowl Indicator

2/3/2026

As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot. Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD). Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:32

The "Insurance" Inflation Spike

2/2/2026

New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs. Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market. Our Sponsors: * Check out Quince: https://quince.com/INVEST Advertising Inquiries: https://redcircle.com/brands

Duration:00:45:35

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