Investtalk - Podcast Details

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Investtalk 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 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: * Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com * Check out Incogni: https://incogni.com/investtalk * Check out In...

2025-12-2537 min

InvestTalk 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 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:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out In...

2025-12-2535 min

Investtalk 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 rebalance without missing out on innovation. Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market. Get an exclusive 5% discount on NordProtect plans. ➼ Go to: https://nordprotect.c...

2025-11-2049 min

Investtalk Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of America Inc., Sitting on Cash, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Nature of Market Forecasting, VTV - Vanguard Value ETF, LLY – Lilly (Eli) & Co., SHYG - iShares 0-5 Year High Yield Corporate Bond ETF. Our...

2025-08-0950 min

Investtalk Can Millennials Ever Catch Up to Boomer Wealth?Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillips, CVS - CVS Health Corp., Gold, Dividend Reinvestment Plan, AXP - American Express Co., Fear and Risk, De Minimis Exemption. Our Sponsors: * Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com

2025-08-0847 min

Investtalk Why You Shouldn’t Invest Your Emergency FundInvesting your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Farmers Market Inc., BBY - Best Buy Co. Inc., UPS - United Parcel Service, Inc., Investor Biases. Our Sponsors: * Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com...

2025-08-0751 min

Investtalk How Big Tech Plans to Feed AI’s Voracious Appetite for PowerAs hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc. Our Sponsors: * Check out Ka'Chava and use my code I...

2025-08-0649 min

Investtalk Where and How to Invest Your Long-Term-Care ‘Bucket’Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, KLG - WK Kellogg Co., ADBE - Adobe Inc., A-I and Job Cuts, VICI - VICI Properties Inc., Bonds, Artificial Intelligence in Daily Life. Our Sponsors: * Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com * Check out M...

2025-08-0551 min

Investtalk Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit TimelineAmid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Market, CAN - Accenture PLC Cl A, Is A-I Boom Bigger than the Dot Com Bubble? Our Sponsors: * Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com * Check out Mint Mobile: h...

2025-08-0248 min

Investtalk InvestTalk 4-15-2024 – Does a focus on dividend growth add value in down markets?Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors. Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/

2024-04-1648 min

Investtalk InvestTalk 4-12-2024 – The Dangerous Myth of ‘The New Normal’The odds are against those who believe this time is different. Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investigation. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal...

2024-04-1347 min

Investtalk InvestTalk 4-11-2024 – Does the Fed Have A 'Real Problem' On Its Hands?The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace. Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Funds, MLM - Martin Marietta Materials Inc., LIN - Linde PLC, SIG - Signet J...

2024-04-1247 min

Investtalk InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career AccumulatorsWorkers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts. Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.Our Sponsors:* Check o...

2024-04-1146 min

Investtalk InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations?Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years. Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-R-A, Small Business Sentiment, SYLD - Cambria Shareholder Yield ETF, KLG - WK K...

2024-04-1046 min

Investtalk InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable?The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year. Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries, Inc., CLAR - Clarus Corp., Oil Prices Rally. Our Sponsors:...

2024-04-0946 min

Investtalk InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment PortfolioFirst, articulate how you will be selecting your holdings and monitoring them on an ongoing basis. Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits. Our Sponsors: * Learn more at hackerone.co...

2024-04-0642 min

InvestTalk InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment PortfolioFirst, articulate how you will be selecting your holdings and monitoring them on an ongoing basis. Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.Our Sponsors:* Learn more at hackerone.co...

2024-04-0641 min

Investtalk InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings. Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Ca...

2024-04-0548 min

InvestTalk InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings. Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Ca...

2024-04-0546 min

Investtalk InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers. Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - Te...

2024-04-0448 min

InvestTalk InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers. Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - Te...

2024-04-0446 min

Investtalk InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You ThinkDespite the recent rise in interest rates, cash is not a good long-term home for your wealth. Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.Ou...

2024-04-0347 min

InvestTalk InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You ThinkDespite the recent rise in interest rates, cash is not a good long-term home for your wealth. Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.Ou...

2024-04-0346 min

InvestTalk InvestTalk 4-1-2024 – Could the Bull Market Unravel?The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks. Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - H...

2024-04-0245 min

Investtalk InvestTalk 4-1-2024 – Could the Bull Market Unravel?The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks. Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - H...

2024-04-0246 min

Investtalk InvestTalk 3-29-2024 – Best of Caller QuestionsIn this compilation program, Steve Peasley, 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: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/

2024-03-2946 min

Investtalk InvestTalk 3-28-24 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You ThousandsSome forms that may not be on your radar could drastically raise or lower your bill for tax year 2023. Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS) Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24. Here are the MATCHUPS for … Monday’s 4/1/24 competit...

2024-03-2945 min

Investtalk InvestTalk 3-27-2024 – History Teaches That the Fed Has Made Two Major MistakesAs the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., OKE...

2024-03-2846 min

InvestTalk InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement?Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent. Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH...

2024-03-2747 min

Investtalk InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement?Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent. Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH...

2024-03-2749 min

InvestTalk InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize. Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered C...

2024-03-2646 min

Investtalk InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize. Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered C...

2024-03-2647 min

Investtalk InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think?Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever. Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Inc...

2024-03-2347 min

InvestTalk InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think?Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever. Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Inc...

2024-03-2346 min

InvestTalk InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops?This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x L...

2024-03-2246 min

Investtalk InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops?This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x L...

2024-03-2248 min

Investtalk InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry?Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check...

2024-03-2146 min

InvestTalk InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry?Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check...

2024-03-2146 min

Investtalk InvestTalk 3-19-2024 – The 10 Most Important Shareholder RightsAs a shareholder, you have certain legal privileges, and you should know how to exercise them. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Learn more a...

2024-03-2048 min

InvestTalk InvestTalk 3-19-2024 – The 10 Most Important Shareholder RightsAs a shareholder, you have certain legal privileges, and you should know how to exercise them. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more a...

2024-03-2046 min

Investtalk InvestTalk 3-18-2024 – US Office Market Is World's Most OversuppliedThe sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets. Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Learn more at hackerone.com Advertising Inquiries: https://redcircle.com/b...

2024-03-1948 min

InvestTalk InvestTalk 3-18-2024 – US Office Market Is World's Most OversuppliedThe sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets. Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/b...

2024-03-1946 min

Investtalk InvestTalk 3-15-2024 – Is EV Euphoria Dead?Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans. Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Investment Scam Warning. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, S...

2024-03-1645 min

Investtalk InvestTalk 3-14-2024 – Wall St Ends Down After PPI Data and As Chipmakers FallData showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged. Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Learn more at hackerone.com Advertising I...

2024-03-1545 min

Investtalk InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You ThinkProper accounting of cost basis is essential to avoid paying more in taxes. Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Learn more at hackerone.com Advertising Inquiries: https://redcircle.com/brands

2024-03-1448 min

Investtalk InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008. Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, ORA - Ormat Technologies Inc., The Economics of Skiing. ...

2024-03-1347 min

Investtalk InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery GameAs retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly. Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl C, China vs. Tesla and Apple.

2024-03-1247 min

Investtalk InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024?Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target. Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust, SFM - Sprouts Farmers Market Inc., SPTN - SpartanNash Co., Booming Jobs in the C...

2024-03-0947 min

Investtalk InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps?Maintaining exposure to high-quality stocks is harder than it might seem. Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

2024-03-0848 min

Investtalk InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher YieldsFor retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/p...

2024-03-0744 min

Investtalk InvestTalk 3-5-2024 – How to Use Gold in Your PortfolioWhat you need to know about the advantages and risks of investing in gold. Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs). Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ Advertising Inquiries: https://redcircle.com/brands Privacy & O...

2024-03-0643 min

Investtalk InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into FashionRising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds. Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsP...

2024-03-0546 min

Investtalk InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury MarketBuyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy. Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://r...

2024-03-0245 min

Investtalk InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like OwnersThere are two ways for investors to affect corporate behavior: from the outside and from the inside.(Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.) Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: htt...

2024-03-0147 min

Investtalk InvestTalk 2-28-2024 – Why Has Amazon Joined the Dow?With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies. Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.Our Sponsors:

2024-02-2946 min

InvestTalk InvestTalk 1-17-2024 – Why Have Bonds Been So Volatile?Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market. Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.co...

2024-01-1846 min

InvestTalk InvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their LimitsWhen investing, you don’t know what you don’t know. Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-O...

2024-01-1746 min

InvestTalk InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney...

2024-01-1546 min

InvestTalk InvestTalk 1-12-2024 – What Is the Total Cost of Owning an ETF?The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.(Fees are only a small part of the equation.) Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my...

2024-01-1346 min

InvestTalk InvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage ThemAiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. (Today’s risks might feel elevated, so what really matters?) Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a grea...

2024-01-1247 min

InvestTalk InvestTalk 1-10-2024 – Private Credit is Having a “Golden Moment” – Buy or Sell?The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend. Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.r...

2024-01-1145 min

InvestTalk InvestTalk 1-9-2024 – What's the Story on the SEC and a Bitcoin ETF?Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF. Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODA...

2024-01-1046 min

InvestTalk InvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years. Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season. Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 li...

2024-01-0946 min

InvestTalk InvestTalk 1-5-2024 – How Does Retirement Spending Work in the Real World?Inflation is obviously the 'silent assassin', but you may be able to spend more than you think. (If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.) Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a gr...

2024-01-0646 min

InvestTalk InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example. Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY f...

2024-01-0546 min

InvestTalk InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out...

2024-01-0446 min

InvestTalk InvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.ro...

2024-01-0344 min

InvestTalk InvestTalk 1-1-2024 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/

2024-01-0146 min

InvestTalk InvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less. Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inq...

2023-12-3045 min

InvestTalk InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees. Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brands

2023-12-2946 min

InvestTalk InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you. Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAY

2023-12-2846 min

InvestTalk InvestTalk 12-26-2023 – An Annuities Overview: Are They Worth Your Attention?There are all different types of annuities, but the majority are not necessarily good for you. Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/p...

2023-12-2745 min

InvestTalk InvestTalk 12-25-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great...

2023-12-2546 min

InvestTalk InvestTalk 12-22-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Ro...

2023-12-2346 min

InvestTalk InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD AgesThe extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: h...

2023-12-2245 min

InvestTalk InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAY

2023-12-2146 min

InvestTalk InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX...

2023-12-2046 min

InvestTalk InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China. Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great de...

2023-12-1946 min

InvestTalk InvestTalk 12-1-2023 – Learn Why It’s Important to Retire with PurposeRetirement isn’t just freedom from work, instead it can be the freedom to do your life’s work.Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAY* Check out Rose...

2023-12-0247 min

InvestTalk InvestTalk 11-30-2023 – Must-Knows About Employee Stock OptionsHow to balance the tax and investment considerations. Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: ht...

2023-12-0146 min

InvestTalk InvestTalk 11-29-2023 – Must-Knows About Employee Stock OptionsHow to balance the tax and investment considerations. Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

2023-11-3046 min

InvestTalk InvestTalk 11-28-2023 – Can the Rally for Growth Stocks Last?The Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023. Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Special Purpose Acquisition Company.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inqui...

2023-11-2946 min

InvestTalk InvestTalk 11-27-2023 – Infinite Banking: What Is It and How Does It Work?The infinite banking conceptmay not be a good fit for everyone and has its advantages and disadvantages. Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry.Justin's PERSPECTIVE takes a look at the HISTORY of Pension Plans in America.Our Sponsors:* Check o...

2023-11-2846 min

InvestTalk InvestTalk 11-24-2023 – Black Friday ShowIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TO...

2023-11-2446 min

InvestTalk InvestTalk 11-23-2023 – Thanksgiving Day ShowIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Financial Advisors vs. Planners, Ex-Dividends, Trading, Selling Property, IPOs, Politics and Investing, Retirement, When to Sell, 401K and Mortgage, Collecting Social Security, Mutual Funds vs ETFs, Treasury Bills and Bonds, Index Funds & Dividends, Oil Stocks, Starting a Hedge Fund, Inverse ETFs, Retirement Funds Management.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta...

2023-11-2346 min

InvestTalk InvestTalk 11-22-2023 – What Are the Rules for Cashing Out Your IRA?As you age, the rules for withdrawing money from your IRA change. Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsP...

2023-11-2346 min

InvestTalk InvestTalk 11-21-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal...

2023-11-2246 min

InvestTalk InvestTalk 11-20-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check...

2023-11-2146 min

InvestTalk InvestTalk 11-17-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https...

2023-11-1846 min

InvestTalk InvestTalk 11-16-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAY

2023-11-1746 min

InvestTalk InvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a RecessionAfter it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, Netflix and The Sports Industry.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www...

2023-11-1647 min

InvestTalk InvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a RecessionAfter it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024.Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, Netflix and The Sports Industry.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: ht...

2023-11-1647 min

InvestTalk InvestTalk 11-14-2023 – Proof that Staying Invested Is More Effective Than Timing the MarketA buy-and-hold approach won out in a head-to-head model. Today's Stocks & Topics: JOBY - Joby Aviation Inc., TSCO - Tractor Supply Co., AGCO - AGCO Corp., INMD - InMode Ltd., INTC - Intel Corp., Cash Balance Plan, Earnings, TSLQ - AXS TSLA Bear Daily ETF, NVDS - AXS 1.25X NVDA Bear Daily ETF, NFE - New Fortress Energy LLC Cl A, IBM Replacing 401(k) Match.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://r...

2023-11-1547 min

InvestTalk InvestTalk 11-13-2023 – What Is an Inverse ETF?Inverse ETFs can act like insurance for an investor's portfolio, but they're not recommended for everyone. Today's Stocks & Topics: SKX - Skechers USA Inc. Cl A, Municipal Bonds, SWKS - Skyworks Solutions Inc., PODD - Insulet Corp., Inverse ETFs, The U.S. Credit Rating, TOST - Toast Inc., LECO - Lincoln Electric Holdings Inc., A-I and Earnings Transcripts. Justin's PERSPECTIVE looks at the history of minimum wage in America. When was the federal minimum wage FIRST introduced? And just what was the initial hourly wage? Our Sponsors:* Check...

2023-11-1446 min

InvestTalk InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.) Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil...

2023-11-1147 min

InvestTalk InvestTalk 11-9-2023 – Best of Caller QuestionsIn this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brands

2023-11-1046 min

InvestTalk InvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with InvestorsThe market share of ETFs, relative to that of mutual funds, has swollen to almost 30%. Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

2023-11-0946 min

InvestTalk InvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in ValueConstruction companies are benefiting as manufacturing returns to the U.S. Today's Stocks & Topics: LEU - Centrus Energy Corp., Treasury Bills and Bonds, EFR - Eaton Vance Senior Floating-Rate Fund, K - Kellanova, HRL - Hormel Foods Corp., Corporate Bond Market, TSLY - YieldMax TSLA Option Income Strategy ETF, CVX - Chevron Corp., CHWY - Chewy Inc. Cl A, Skills Gap.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

2023-11-0847 min

InvestTalk InvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985The housing market has been tough for prospective home buyers due to high mortgage rates and a supply crunch.Today's Stocks & Topics: WOOF - Petco Health & Wellness Co. Inc., NI - NiSource Inc., Collecting Social Security, STG - Scandinavian Tobacco Group, The Fed and The Treasury.Justin's PERSPECTIVE looks at the phenomenon of "unrealized security losses" at the BIG BANKS.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: ht...

2023-11-0746 min