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Mar 2024
46m 49s

InvestTalk 3-18-2024 – US Office Market ...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
The "Silver" Industrial Boom
Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energ ... Show More
46m 15s
Jan 24
Big Tech Earnings: The "Profitability" Test
As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.Today's Stocks & Topics: Lululemon Athletica Inc. (L ... Show More
46m 9s
Jan 23
The Office-to-Apartment Transformation
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.Today's Stocks & Topics: McKesson Corporation (MCK), Commv ... Show More
45m 4s
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