InvestTalk
Maelezo ya Kituo
InvestTalk
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 real...
Vipindi vya Hivi Karibuni
2010 vipindi
The Return of "Active" Management?
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 pas...
New Year's Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
New Year's Eve - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
The "Dogs of the Dow" 2026 Strategy
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...
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
The 2026 Corporate "Maturity Wall"
Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to re...
Christmas Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
The 2025 InvestTalk Holiday Special is Here!
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...
Pre-Positioning for the “January Effect” (Small Caps)
Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlig...
Active Management's Edge in Fixed Income
Active Management's Edge in Fixed Income
Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is prov...
De-Dollarization: Risks of the Weaponized Dollar
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 po...
Water Scarcity: The $3.4 Trillion Infrastructure Gap
We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.
Tod...
CRE Distress: Where Are the Opportunities?
Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.
To...
The Nation's Unsustainable Fiscal Path
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 g...
Global Divergence: Europe Stalls, US Chugs Along
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the U...
Institutional "Window Dressing" Season
As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterl...
The "Super Catch-Up": New 2026 401(k) Limits
The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-U...
The Discount Retail Signal: Is the Consumer "Trading Down"?
Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.
The Holiday Debt Trap: BNPL "Phantom Debt"
Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" do...
US Dollar Volatility: The Choppy Path to Stabilization in 2026
We will examine the volatile 2026 forecast for the U.S. dollar, which Morgan Stanley predicts will decline to a 2021 low by mid-year before staging a...
AI's Credit Market Footprint: Financing the Data Center Boom
We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" mean...
The American Supply Chain Renaissance
We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring an...
Warning Signs: Is the Market P/E Ratio Justified?
We will debate whether the S&P 500's historically high Shiller P/E (P/E10) ratio is justified by today's economic environment, or if the current marke...
Navigating Divergent Commodity Markets
Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like co...
The "6-Figure HSA" Retirement Strategy
A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could...
Black Friday - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
Thanksgiving Day Special - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
Buffett's $382 Billion Cash Pile
We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.
Today's Stocks & Topics: Prologis, Inc...
The "Dovish" Pivot: December Rate Cut Odds Jump
Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.
Today's...
Gold or Bitcoin? The New Safe-Haven Showdown
We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what typ...
Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?
We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the m...
High-Yield Savings vs. T-Bills: Where Should Your Cash Live?
We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking s...
Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?
We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalan...
“The Forgotten 401(k): Are You Leaving Money on the Table?”
In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take...
Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and ma...
Annuities Demystified: Types, Payouts, and Trade-Offs
We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.
To...
Boomers are less bullish on ETFs—should they be?
New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a goo...
50-Year Mortgages: Quick Fix or Costly Mistake?
We will examine why ultra-long loans may lower payments but slow equity-building and raise lifetime interest costs, and what that means for housing af...
Value Investing 101: How to Spot Undervalued Stocks
We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth.
Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids
We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus.