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InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors René Franco presenta La Taquilla René Franco presenta La Taquilla Pitaya Entertainment JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 SBS Persian - اس بی اس فارسی SBS Persian - اس بی اس فارسی SBS Republic Broadcasting Network Republic Broadcasting Network Republic Broadcasting Network SBS News In Depth SBS News In Depth SBS L'After Foot L'After Foot RMC World News Tonight with David Muir World News Tonight with David Muir ABC News Charlotte News Today | 2 Min News | The Daily News Now! Charlotte News Today | 2 Min News | The Daily News Now! The Daily News Now! CTV National News CTV National News CTV News Media Tarts Media Tarts podtential originals Nyhederne Nyhederne RADIO IIII Hoy en EL PAÍS Hoy en EL PAÍS EL PAÍS SBS Thai - เอสบีเอส ไทย SBS Thai - เอสบีเอส ไทย SBS Studio Expo Studio Expo Stiftelsen Expo Inside Trump's Head Inside Trump's Head The Daily Beast, Michael Wolff and Joanna Coles La solution Conso La solution Conso RMC Dallas News Today | 2 Min News | The Daily News Now! Dallas News Today | 2 Min News | The Daily News Now! The Daily News Now! Harrisburg News Today | 2 Min News | The Daily News Now! Harrisburg News Today | 2 Min News | The Daily News Now! The Daily News Now! Wichita News Today | 2 Min News | The Daily News Now! Wichita News Today | 2 Min News | The Daily News Now! The Daily News Now! SBS Pashto - اس بي اس پښتو SBS Pashto - اس بي اس پښتو SBS Duncan Garner - Editor In Chief Duncan Garner - Editor In Chief rova Les actualités Cogeco Nouvelles Les actualités Cogeco Nouvelles Cogeco Média Sky News Australia Update Sky News Australia Update Sky News Australia / NZ Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Uranium Market Minute Podcast Uranium Market Minute Podcast Justin Huhn Texas News Today | 2 Min News | The Daily News Now! Texas News Today | 2 Min News | The Daily News Now! The Daily News Now! Cybersecurity Today Cybersecurity Today Jim Love Das Politikteil Das Politikteil DIE ZEIT F.A.Z. Podcast für Deutschland F.A.Z. Podcast für Deutschland Frankfurter Allgemeine Zeitung Un tema Al Día Un tema Al Día elDiario.es F.A.Z. Frühdenker - Die Nachrichten am Morgen F.A.Z. Frühdenker - Die Nachrichten am Morgen Frankfurter Allgemeine Zeitung Il Mondo Il Mondo Internazionale Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Handelsblatt Morning Briefing - News aus Wirtschaft, Politik und Finanzen Friederike Hofmann, Sven Prange und die Handelsblatt Redaktion, Handelsblatt Animal Warrior Radio Animal Warrior Radio Animal Warrior Radio TOPFM MAURITIUS TOPFM MAURITIUS TOPFM MAURITIUS Michigan Wolverines Football News Today Football | 2 Min News | The Daily News Now! Michigan Wolverines Football News Today Football | 2 Min News | The Daily News Now! The Daily News Now!
InvestTalk

Noticias

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio

June 25, 2026 7:00pm 40 min

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 to the heart of corporate margins, consum...

Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?

June 24, 2026 6:59pm 41 min

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 what truly moves markets. Dissecting whic...

AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

June 23, 2026 7:02pm 44 min

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 capital expenditures. Investors are now ask...

Is This 2022 All Over Again? The Market Risk Checklist for 2026

June 22, 2026 7:15pm 44 min

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 vulnerable to sharp resets. But 2026 is no...

Best of Caller Questions - Friday Juneteenth

June 19, 2026 6:00pm 46 min

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: Treasury Bill, When to S...

The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy

June 18, 2026 7:10pm 42 min

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 living room hardware layer. We look at what thi...

Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?

June 17, 2026 7:02pm 40 min

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 heats up again, we break down the real invest...

Silver Is Now a Monetary Metal. The $12

June 16, 2026 7:15pm 42 min

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 isToday's Stocks & Topics: First Majestic Silver Corp. (AG), Market...

AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?

June 15, 2026 7:05pm 40 min

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 intelligence investment story is entering ...

The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble

June 12, 2026 7:04pm 44 min

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 recorded a record 1.9 billion dollar seaso...

Florida Home Insurance Reform Is Working — And It Could Reshape the Entire Market

June 11, 2026 7:04pm 42 min

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 notoriously troubled insurance market. Thi...

Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio

June 10, 2026 7:03pm 42 min

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 sharply and bond markets repricing, inves...

Is the AI Trade Over? The Bear Case Against Hyperscaler Spending

June 09, 2026 7:06pm 41 min

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 when, or if, those returns will materializ...

Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies

June 08, 2026 7:04pm 42 min

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 index investing is still the right default...

Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities

June 05, 2026 7:05pm 41 min

(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 every continent. We examine how investors can ...

Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security

June 04, 2026 7:03pm 43 min

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 paychecks imply. We dig into what this means for ...

Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected

June 03, 2026 7:03pm 43 min

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 safety. We explore what's really driving go...

Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing

June 02, 2026 7:06pm 41 min

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. We decode what's driving yield movement ri...

How to Invest in Volatile Markets Without Panic

June 01, 2026 7:03pm 40 min

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 disruptions are now directly impacting portfo...

DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

May 29, 2026 7:06pm 44 min

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 investment thesis. We examine what falling AI model...

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