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Feb 2024
46m 13s

InvestTalk 2-22-2024 – What Does Nvidia'...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment impli ... Show More
45m 5s
Yesterday
AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?
AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listen ... Show More
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Jul 30
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