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InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors Your Daily Holiday Briefing Your Daily Holiday Briefing Checkiday.com Montpelier News Today | 2 Min New | The Daily News Now! Montpelier News Today | 2 Min New | The Daily News Now! The Daily News Now! Bozeman News Today | 2 Min News | The Daily News Now! Bozeman News Today | 2 Min News | The Daily News Now! The Daily News Now! Irvine News Today | 2 Min News | The Daily News Now! Irvine News Today | 2 Min News | The Daily News Now! The Daily News Now! The Ocean Beach Surf Report The Ocean Beach Surf Report Sunny Mornings Media Encinitas Surf Report Encinitas Surf Report Sunny Mornings Media Narocky's Blog Narocky's Blog Narocky71 National Weather Service ST. PETERSBURG AND PINELLAS COUNTY FLORIDA FORECAST - BY WARN National Weather Service ST. PETERSBURG AND PINELLAS COUNTY FLORIDA FORECAST - BY WARN Weather Alert Radio Network Pro Golf News Today | 2 Min News | The Daily News Now! Pro Golf News Today | 2 Min News | The Daily News Now! The Daily News Now! Pacific Beach Surf Report Pacific Beach Surf Report Sunny Mornings Media Belfast News Today | 2 Min News | The Daily News Now! Belfast News Today | 2 Min News | The Daily News Now! The Daily News Now! Calgary Flames News Today | 2 Min News | The Daily News Now! Calgary Flames News Today | 2 Min News | The Daily News Now! The Daily News Now! San Diego Surf Report San Diego Surf Report Sunny Mornings Media Texas Longhorns Football Today | 2 Min News | The Daily News Now! Texas Longhorns Football Today | 2 Min News | The Daily News Now! The Daily News Now! AP Newswatch: Top Stories from the Associated Press AP Newswatch: Top Stories from the Associated Press The Associated Press Perth News Today | 2 Min News | The Daily News Now! Perth News Today | 2 Min News | The Daily News Now! The Daily News Now! Dallas Cowboys News Today | 2 Min News | The Daily News Now! Dallas Cowboys News Today | 2 Min News | The Daily News Now! The Daily News Now! SBS Cantonese - SBS廣東話節目 SBS Cantonese - SBS廣東話節目 SBS On Texas Football On Texas Football Bobby Burton Tech News Today | 2 Min News | The Daily News Now! Tech News Today | 2 Min News | The Daily News Now! The Daily News Now! Podcast VietNamNet Podcast VietNamNet VietNamNet Brisbane News Today | 2 Min News | The Daily News Now! Brisbane News Today | 2 Min News | The Daily News Now! The Daily News Now! Minnesota Vikings News Today | 2 Min News | The Daily News Now! Minnesota Vikings News Today | 2 Min News | The Daily News Now! The Daily News Now! Current Affairs Current Affairs Current Affairs The Path Forward The Path Forward LTC Steven Murray Minnesota Wild News Today | 2 Min News | The Daily News Now! Minnesota Wild News Today | 2 Min News | The Daily News Now! The Daily News Now! Medo e Delírio em Brasília Medo e Delírio em Brasília Central 3 Podcasts Kerre Woodham Mornings Podcast Kerre Woodham Mornings Podcast Newstalk ZB Amsterdam News Today | 2 Min News | The Daily News Now! Amsterdam News Today | 2 Min News | The Daily News Now! The Daily News Now! The Corbett Report The Corbett Report corbettreport.com Sacramento News Today | 2 Min News | The Daily News Now! Sacramento News Today | 2 Min News | The Daily News Now! The Daily News Now! Tasonya's Vlog Tasonya's Vlog Tasonya Editorial | Gazeta do Povo Editorial | Gazeta do Povo Gazeta do Povo Marketing Over Coffee Marketing Podcast Marketing Over Coffee Marketing Podcast John Wall and Christopher Penn Durham News Today | 2 Min News | The Daily News Now! Durham News Today | 2 Min News | The Daily News Now! The Daily News Now! Candace Candace Candace Owens
InvestTalk

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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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