InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
▶ Webplayer
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
▶ WebplayerInvestTalk 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, and the financial impacts of inflation, AI, and...
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Sep 29, 2026 · 45:53
A new SoFi survey reveals that nearly three-quarters of Americans say they'd slow their financial progress to enjoy life today — a trend called 'lifemaxxing' that is reshaping…
Sep 25, 2026 · 44:01
Meta's new Muse AI model is being compared to ChatGPT's breakthrough moment, potentially reshuffling the competitive landscape in generative AI and putting pressure on rivals…
Sep 25, 2026 · 42:56
IonQ shares rallied sharply after the company announced a major quantum computing breakthrough, reigniting investor excitement around a technology that has long been described as…
Sep 23, 2026 · 45:58
Margin debt climbed roughly $37 billion in August to $1.45 trillion, the second-highest reading on record, and borrowing has now grown 140% since the end of 2022 while the S&P…
Sep 23, 2026 · 45:54
The obesity drug market is shifting from scarcity to fierce competition, as new pills, direct-to-consumer pricing and looming patent expirations upend what was once a two-player…
Sep 22, 2026 · 48:57
Anthropic's bombshell disclosure that its Claude AI was used for weapons research, spying, and cyberattacks sent AI-related stocks tumbling this week, raising fresh questions…
Sep 19, 2026 · 45:39
Treasury yields are surging as oil-driven inflation pressure collides with growing expectations that central banks could resume hiking rates, leaving bond investors caught in a…
Sep 17, 2026 · 44:28
Brent crude has surged past $100 a barrel as Middle East conflict disrupts tanker routes and shuts down Saudi pipelines, sending shockwaves through global energy markets. We…
Sep 16, 2026 · 42:37
Artificial intelligence data centers are quietly transforming rural land markets across the country, driving up property values and sparking intense community backlash. For real…
Sep 15, 2026 · 45:16
The world's biggest money managers are quietly rebuilding their gold positions, a move that signals rising concern about geopolitical instability, inflation persistence, and…
Sep 14, 2026 · 44:21
Chinese rare earth firms are halting some US shipments amid escalating geopolitical tensions, raising the stakes in what has become one of the most consequential supply chain…
Sep 12, 2026 · 42:40
The UN's Food and Agriculture Organization just reported that world food prices have hit their highest levels since 2022 as supply risks mount from conflict, climate disruption,…
Sep 10, 2026 · 46:32
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.…
Sep 9, 2026 · 46:38
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.…
Sep 9, 2026 · 45:13
Diesel prices just hit an all-time high as conflicts in Ukraine and Iran knock critical refineries offline, and that pain ripples far beyond the gas station. From trucking costs…
Sep 7, 2026 · 46:39
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.…
Sep 4, 2026 · 45:14
A new survey found that 52% of Gen Z investors have redirected money earmarked for investing into sports bets, a startling figure that reveals a generational shift in how young…
Sep 4, 2026 · 45:14
Federal Reserve Chair Kevin Warsh rocked markets at Jackson Hole by declaring that inflation is not slowing and reaffirming a commitment to hitting the 2% target. With Gulf stock…
Sep 3, 2026 · 44:34
India just hit a record $729 billion in foreign exchange reserves, a number that sounds impressive — but new analysis shows Modi's developed-nation ambitions are straining…
Sep 2, 2026 · 45:02
This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already…
Sep 1, 2026 · 44:45
Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants…
Aug 29, 2026 · 43:49
Trump's decision to hike Canada auto tariffs to 50% after trade talks collapsed marks one of the most aggressive moves yet in the ongoing US-Canada trade war. We explain how this…
Aug 28, 2026 · 45:29
The US dollar is hovering near multi-month lows as debt concerns and geopolitical risk unnerve investors, and that weakness has ripple effects across everything from import…
Aug 27, 2026 · 44:27
Germany's Ifo Institute reported this week that its aging population is pushing social spending to record highs, a fiscal dynamic that closely mirrors the pressures the US Social…
Aug 26, 2026 · 45:46
Ray Dalio warned this week that Treasury Secretary Bessent's market intervention signals a debt crisis is getting closer — and he's recommending gold and bitcoin as hedges. We…
Aug 25, 2026 · 43:27
The Senate has delayed work on the Clarity Act while regulators continue building a broader framework for digital assets, with the White House preparing a meeting of crypto…
Aug 22, 2026 · 44:05
The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307…
Aug 21, 2026 · 44:35
The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund…
Aug 20, 2026 · 45:00
The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and…
Aug 19, 2026 · 43:51
The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We…
Aug 18, 2026 · 43:07
In the same week that vessel traffic through the Strait of Hormuz dwindled and a new Iran bill threatens to bar 'hostile' ships, Turkish officials confirmed Black Sea passage…
Aug 15, 2026 · 44:09
A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for…
Aug 14, 2026 · 44:32
A new report shows homes are selling below asking price in 38 of the 50 biggest U.S. cities, a signal that the long-dominant seller's market may be finally turning. We examine…
Aug 13, 2026 · 43:59
The S&P 500 is approaching another record high after a few weeks, powered in part by record-breaking options activity and a recovery from July's brief selloff. We will dig into…
Aug 12, 2026 · 43:38
Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calling the 'SaaSpocalypse.' We…
Aug 11, 2026 · 45:50
The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under-the-radar connection between…
Aug 8, 2026 · 43:23
More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. This shift in labor force…
Aug 7, 2026 · 44:14
The AI Arms Race: Is the US Lead Over China Already Gone? A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are…
Aug 6, 2026 · 43:59
Markets whipsawed this week as Trump called off strikes, Iran denied talks, and stocks surged then pulled back on every new headline. Learning to separate signal from noise when…
Aug 5, 2026 · 44:29
New York just sued prediction market platform Kalshi, calling it an illegal gambling operation — even as sophisticated traders pour into these markets using AI bots and advanced…
Aug 4, 2026 · 45:44
The explosive growth of GLP-1 obesity drugs is creating a massive cold storage logistics boom, with FedEx, UPS, and DHL racing to build out healthcare supply chain capacity in a…
Aug 1, 2026 · 45:05
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a…
Jul 31, 2026 · 43:38
AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating…
Jul 30, 2026 · 41:05
The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for…
Jul 29, 2026 · 45:19
The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We…
Jul 28, 2026 · 42:29
U.S. gas prices have crossed the $4-per-gallon mark again as the ongoing conflict between the U.S. and Iran continues to rattle energy markets. With the Strait of Hormuz under…
Jul 25, 2026 · 41:09
With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes…
Jul 24, 2026 · 43:28
The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a…
Jul 23, 2026 · 44:11
Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are…
Jul 22, 2026 · 44:01
With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical…
Jul 21, 2026 · 45:29
India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious…
Jul 18, 2026 · 45:13
Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven…
Jul 17, 2026 · 44:32
Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical…
Jul 16, 2026 · 43:24
New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern…
Jul 15, 2026 · 46:00
Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo…
Jul 14, 2026 · 42:05
Follow these seven steps to keep your financial goals on track in the second half of 2026. Today's Stocks & Topics: Micron Technology, Inc. (MU), iShares MSCI South Korea ETF…
Jul 11, 2026 · 40:27
Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are…
Jul 10, 2026 · 41:17
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without…
Jul 9, 2026 · 43:11
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples…
Jul 8, 2026 · 45:00
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions…
Jul 7, 2026 · 44:51
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…
Jul 3, 2026 · 46:37
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.…
Jul 3, 2026 · 44:54
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…
Jul 2, 2026 · 42:54
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…
Jul 1, 2026 · 44:10
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…
Jun 30, 2026 · 43:23
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…
Jun 27, 2026 · 42:25
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…
Jun 26, 2026 · 40:38
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…
Jun 24, 2026 · 41:35
This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving investors a live stress test of…
Jun 24, 2026 · 44:26
The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI…
Jun 23, 2026 · 44:57
This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are…
Jun 19, 2026 · 46:38
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.…
Jun 19, 2026 · 42:49
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…
Jun 18, 2026 · 40:11
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…
Jun 17, 2026 · 42:50
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 &…
Jun 16, 2026 · 40:41
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…
Jun 13, 2026 · 44:44
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…
Jun 12, 2026 · 42:49
USAA is returning nearly one billion dollars to Florida policyholders following legal reforms that have dramatically reduced frivolous claims and litigation costs in the state's…
Jun 11, 2026 · 42:26
Friday's stronger-than-expected jobs report sent stocks tumbling and reignited fears that the Federal Reserve may be forced to raise rates rather than cut them. With gold falling…
Jun 10, 2026 · 41:23
After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about…
Jun 9, 2026 · 42:06
With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive…
Jun 6, 2026 · 41:17
(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually…
Jun 5, 2026 · 43:20
A new survey finds that net worth — not income — is the dominant driver of financial anxiety, suggesting that many high earners are far less financially secure than their…
Jun 4, 2026 · 43:46
Gold is dipping even as the Middle East conflict intensifies and inflation worries mount — a counterintuitive move that has investors scratching their heads about where to find…
Jun 3, 2026 · 41:30
Treasury yields are edging higher as U.S.-Iran military exchanges rattle markets and inflation expectations climb, creating a challenging environment for fixed income investors.…
Jun 2, 2026 · 40:52
Investors are being told to “stay calm,” but markets today are reacting to more than earnings and interest rates. Supply chains, tariffs, geopolitical conflicts, and shipping…
May 30, 2026 · 44:45
DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure…
May 29, 2026 · 40:52
Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks.…
May 28, 2026 · 44:25
Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains…
May 27, 2026 · 44:07
Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors…
May 25, 2026 · 46:34
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.…
May 23, 2026 · 44:51
Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate…
May 22, 2026 · 44:55
Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the…
May 21, 2026 · 42:18
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We…
May 20, 2026 · 41:37
Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global…
May 19, 2026 · 44:47
Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions. Today's Stocks & Topics:…
May 16, 2026 · 45:10
Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid…
May 15, 2026 · 42:37
The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar…
May 14, 2026 · 41:53
Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer…
May 13, 2026 · 44:43
Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the safe haven investors think it…
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