Episodios

  • Is a Securities-Based Line of Credit (SBLOC) Right for You?
    Oct 25 2025

    We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs.

    Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.



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    45 m
  • Decoding the Market: 4 Strategies to Anticipate Stock Trends
    Oct 24 2025

    We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed.

    Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American Outperformance, JPMorgan Chase.



    Our Sponsors:
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    * Check out Gusto: https://gusto.com/investtalk
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    44 m
  • What's Behind the Incredible Gold rally?
    Oct 23 2025

    Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward?

    Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Holdings Limited (TCEHY), Luxury Goods, Baker Hughes Company (BKR), Caterpillar Inc. (CAT), Eaton Corporation plc (ETN), Monday.com Ltd. (MNDY), Walmart and Chat GPT Partnership.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    43 m
  • When and How to Change Financial Advisors
    Oct 22 2025

    I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional.

    Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
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    45 m
  • How Asset Tokenization is Revolutionizing Global Finance
    Oct 21 2025

    We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and radically accessible to everyone.

    Today's Stocks & Topics: Pool Corporation (POOL), Silver, Murphy USA Inc. (MUSA), AT&T Inc. (T), Market Wrap, How Asset Tokenization is Revolutionizing Global Finance, Illumina, Inc. (ILMN), TransAlta Corporation (TAC), Gold and Equities, Financial literacy.



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    44 m
  • Should You Panic? The Real Impact of a Government Shutdown on Your Investments
    Oct 18 2025

    We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broader economy, and why your long-term strategy remains the best defense.

    Today's Stocks & Topics: Neptune Insurance Holdings Inc. (NP), Market Wrap, Coloplast A/S (CLPBY), Games Workshop Group PLC (GMWKF), Should You Panic? The Real Impact of a Government Shutdown on Your Investments, Sanofi (SNY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Shutdown, United Parcel Service, Inc. (UPS), Kenon Holdings Ltd. (KEN), The KPP Newsletter, Ramaco Resources, Inc. (METC), Warrior Met Coal, Inc. (HCC), Sign of Short-Term Market Strains.



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    45 m
  • The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?
    Oct 17 2025

    Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment.

    Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
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    45 m
  • Best of Caller Questions
    Oct 15 2025

    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

    Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.



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    47 m