EPISODE · Jun 24, 2026 · 41 MIN
Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?
from Investtalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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 which force had more power over stock prices, bond yields, and the dollar can sharpen every investor's macro framework going forward.Today's Stocks & Topics: Roblox Corporation (RBLX), Market Wrap, Option Markets, Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?, Toast, Inc. (TOST), The Japanese Yen, Owning Silver & Gold, Perpetual Futures.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?
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