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Feb 2024
46m 51s

InvestTalk 2-2-2024 – Best of Caller Que...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode
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Jan 31
Japan's "Rate Shock": The Carry Trade Unwinds
While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust ( ... Show More
45m 44s
Jan 30
The Fed's January Decision
The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation.Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partne ... Show More
45m 32s
Jan 29
The "Zombie Company" Purge
Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolida ... Show More
45m 41s
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