logo
episode-header-image
Nov 2023
47m 27s

InvestTalk 11-15-2023 – The Case for Why...

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

After 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 Incogni: https://incogni.com/investtalk
* Check out Invest529: https://www.invest529.com
* Check out NordVPN: https://nordprotect.com/investalk
* 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
Up next
Today
Gold or Bitcoin? The New Safe-Haven Showdown
<p><strong>We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what type of investor each one is really built for.</strong></p><p><strong>Today&#39;s Stocks &amp; Topics: Fidelity MSCI Real ... Show More
45m 24s
Nov 22
Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?
<p><strong>We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors.</strong></p><p><strong>Today&#39;s Stocks &amp; Topics: Cameco Corporation (CCJ), Ma ... Show More
45m 37s
Nov 21
High-Yield Savings vs. T-Bills: Where Should Your Cash Live?
<p><strong>We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash.</strong></p><p><strong>Today&#39;s Stocks &amp; Topics: California Resources Corporation ... Show More
45m 3s
Recommended Episodes
Jan 2022
2022 Kicks off the Great Rotation – Ep 768
<br /> * Oil prices headed for record highs.<br /> * Massive rotation from growth stocks to value stocks in effect.<br /> * Investors rushing to dump Cathie Wood’s ARKK fund.<br /> * Grayscale Bitcoin Trust follows growth stocks decline.<br /> * Gold will follow oil’s b ... Show More
55m 45s
Dec 2023
Best monthly return for the 60/40 portfolio since 1991
<p>Equities and bonds rallied in November on the back of softer inflation data and inflation expectations. This was confirmed by yesterday's data releases from the US and the eurozone, with the latter reporting year-on-year inflation of just 2.4% in November, close to the ECB's 2 ... Show More
13m 35s
May 2022
Crypto Update 5/10/22 | An Ape Ain’t Free: In Defense of Ethereum’s Fees
With the bitcoin sell-off stalling and the cryptocurrency recovering back above $30K, plus a look at what you’re really paying for with Ethereum’s gas fees, CoinDesk’s "Markets Daily" is back with the latest news roundup. This episode is sponsored by Kava and BCB Group. Today's ... Show More
13m 6s
Feb 2023
Hotter Inflation Chills Stock Market- Ep 874
<p>· The inflation genie is impossible to put back in the bottle.</p><p>· CPI and PPI are lagging for a number of reasons.</p><p>· Beaten down stocks of 2022 enjoyed a short-lived dead cat bounce in 2023.</p><p>· Consumer spending in January surged after a record decline in tax r ... Show More
54m 25s
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Jan 2024
BlackRock Launches Bitcoin ETF: Unlocking $19 Trillion of Investment Money?
<p>Patrick Bet-David highlights a pivotal development in the cryptocurrency world: the SEC&#39;s official approval of 11 applications for Bitcoin ETFs. This decision marks a significant turning point for Bitcoin, potentially catalyzing its growth and integration into mainstream f ... Show More
10m 33s
Feb 2024
MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief
<p>In our end-of-week wrap of Global Markets, we discuss:</p><br><p>**Nvidia’s Market Triumph**:</p><p>Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks ... Show More
40m 20s
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
ROLLUP: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF
<p>Last Week of February 2024</p> <p>------<br /> 🏹 USE PODCAST24 FOR 10% OFF<br /> <a href= "https://bankless.cc/Citizen2024">https://bankless.cc/Citizen2024</a>  </p> <p>------<br /> 📣SUI | Register for Sui Basecamp<br /> <a href= "https://bankless.cc/sui-basecamp">https://ba ... Show More
1h 10m
Listen to millions of songs and podcasts on Anghami