Investtalk

The world's biggest money managers are quietly rebuilding their gold positions, a move that signals rising concern about geopolitical instability, inflation persistence, and currency risk. When institutional players rotate into gold, retail investors need to understand the forces driving that shift and what it means for their own allocations.Today's Stocks & Topics: Southern Copper Corporation (SCCO), Market Wrap, Lennar Corporation (LEN), The U.S. Economy, Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again, Zscaler, Inc. (ZS), Invesco S&P 500 Quality ETF (SPHQ), Generac Holdings Inc. (GNRC), Bank Consolidation.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Chinese rare earth firms are halting some US shipments amid escalating geopolitical tensions, raising the stakes in what has become one of the most consequential supply chain battles of our era. Rare earth elements underpin everything from electric vehicles to defense systems, and a sustained cutoff would reverberate across multiple sectors of the economy.Today's Stocks & Topics: Universal Health Realty Income Trust (UHT), Market Wrap, Interest Rates, Lam Research Corporation (LRCX), China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon, HF Sinclair Corporation (DINO), Investing in Land and Timber, T. Rowe Price Group, Inc. (TROW), The Progressive Corporation (PGR), Brown & Brown, Inc. (BRO), Fed Meeting.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The UN's Food and Agriculture Organization just reported that world food prices have hit their highest levels since 2022 as supply risks mount from conflict, climate disruption, and shipping bottlenecks. Food inflation is a tax on every consumer and a critical input for the broader inflation picture that the Fed is watching closely.Today's Stocks & Topics: Cisco Systems, Inc. (CSCO), Market Wrap, YieldMax Ultra Option Income Strategy ETF (ULTY), World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the Next CPI Report?, Sterling Infrastructure, Inc. (STRL), Long Term Shares, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, SMART Earnings Growth 30 ETF (SGRT), Vistra Corp. (VST), BWX Technologies, Inc. (BWXT), Interest Rates.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Treasury Bill, When to Sell, I-R-A Rollover, Retirement Allocation, Dividend Reinvestment, How A Senior Should Invest, Oil Stocks, Private Equity vs. Private Credit, Roth I-R-A, P.E. Ratio Calculation, Railroad Stocks, SEC Rule Change.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Diesel prices just hit an all-time high as conflicts in Ukraine and Iran knock critical refineries offline, and that pain ripples far beyond the gas station. From trucking costs to grocery store shelves, diesel is the hidden inflation driver that could complicate the Federal Reserve's next move.Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, iShares MSCI ACWI ETF (ACWI), Small Business Optimism Index, Watchlist, Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating, Intuitive Surgical, Inc. (ISRG), Investment Fraud.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Forex Trading, Gold, 401k Allocation, Positions Sizing, Good ETFs to Invest In, Short Selling vs Put Options, Investing in Industrials, 403B, Saving to Buy a House, Physical Gold or Gold Stocks, Stop Orders, Inflation and Your Portfolio, Big Tech Earnings, Investment Loss, Dividend Reinvestment Plan (DRIP), Sectors to Invest In, ETFs Analysis.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

A new survey found that 52% of Gen Z investors have redirected money earmarked for investing into sports bets, a startling figure that reveals a generational shift in how young people think about risk and wealth building. This trend has serious long-term implications for retirement readiness and financial markets.Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, 529 Plan, U.S. Apartment Rents, H&R Block, Inc. (HRB), Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings, State Street SPDR S&P 500 ETF (SPY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Keurig Dr Pepper Inc. (KDP), Saving on a Valuable Education (SAVE), Palo Alto Networks, Inc. (PANW).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Federal Reserve Chair Kevin Warsh rocked markets at Jackson Hole by declaring that inflation is not slowing and reaffirming a commitment to hitting the 2% target. With Gulf stock markets already falling on rising rate-hike bets, investors need to understand what a more hawkish Fed means for stocks, bonds, and their wallets.Today's Stocks & Topics: Pelagos Insurance Capital Limited (PLGO), Market Wrap, Tyson Foods, Inc. (TSN), Tariffs, Alternative to Money Market Accounts, Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?, HDFC Bank Limited (HDB), Palantir Technologies Inc. (PLTR), PROCEPT BioRobotics Corporation (PRCT), Corn Contracts and Food Inflation.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

India just hit a record $729 billion in foreign exchange reserves, a number that sounds impressive — but new analysis shows Modi's developed-nation ambitions are straining against persistent growth gaps. With Indian bank stocks showing wild pricing anomalies under a new auction system, the world's most hyped emerging market deserves a reality check. Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, YPF Sociedad Anónima (YPF), Payroll Report, GE Vernova Inc. (GEV), Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap, Investing Through KPP Financial, First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index (GRID), iShares Gold Trust (IAU), SPDR Gold Shares (GLD), Paycom Software, Inc. (PAYC), Equity Risk Premium (ERP).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow.Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if ETFs Fails, A. O. Smith Corporation (AOS), McDonald's Corporation (MCD), Japanese Government Bond Yield increased.Our Sponsors:* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants are moving fast and spending big to compete with US rivals. We examine what this capital deployment means for the global AI arms race, competitive dynamics, and whether US investors should be paying closer attention to Chinese AI.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, The Utility Sector, Themes Humanoid Robotics ETF (BOTT), Global X Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global Robotics & Automation Index ETF (ROBO), MSC Industrial Direct Co., Inc. (MSM), Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race, Good ETFs to Invest In, Genpact Limited (G), Autodesk, Inc. (ADSK), August Gas Price Milestone.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Trump's decision to hike Canada auto tariffs to 50% after trade talks collapsed marks one of the most aggressive moves yet in the ongoing US-Canada trade war. We explain how this reshapes auto supply chains, raises car prices for American consumers, and what the broader tariff escalation signals for North American economic integration.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), Memory Squeeze, Gold, Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet, Target Corporation (TGT), Blue Bird Corporation (BLBD), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, Long Term Care in Retirement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The US dollar is hovering near multi-month lows as debt concerns and geopolitical risk unnerve investors, and that weakness has ripple effects across everything from import prices to emerging market assets. We break down why the dollar is under pressure, who wins and who loses, and what a sustained dollar slide would mean for the American investor.Today's Stocks & Topics: Danaher Corporation (DHR), Market Wrap, NICE Ltd. (NICE), Electricity Prices, Devon Energy Corporation (DVN), Why Is the Dollar Weakening? What Multi-Month Lows Mean for Your Purchasing Power, Saving to Buy a House, Buzzi S.p.A. (BIT:BZU), Grab Holdings Limited (GRAB), Rare Earth Metals.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Germany's Ifo Institute reported this week that its aging population is pushing social spending to record highs, a fiscal dynamic that closely mirrors the pressures the US Social Security and Medicare systems are heading toward. We examine what demographic-driven fiscal stress looks like, how it affects bond markets and currency strength, and what lessons American investors can draw.Today's Stocks & Topics: Old Dominion Freight Line, Inc. (ODFL), Market Wrap, Sibanye Stillwater Limited (SBSW), Lockheed Martin Corporation (LMT), The Charles Schwab Corporation (SCHW), Single Stock ETFs, Barrick Mining Corporation (B), Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?, State Street SPDR S&P Health Care Services ETF (XHS), Sectors to Invest In, LeMaitre Vascular, Inc. (LMAT), The Hackett Group, Inc. (HCKT), Caterpillar Inc. (CAT), GE Vernova Inc. (GEV), Bad Investments.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Ray Dalio warned this week that Treasury Secretary Bessent's market intervention signals a debt crisis is getting closer — and he's recommending gold and bitcoin as hedges. We dig into what the bond market is telling us about US fiscal sustainability and whether Dalio's alarm bells should change how everyday investors position themselves.Today's Stocks & Topics: Costco Wholesale Corporation (COST), Market Wrap, TTM Technologies, Inc. (TTMI), Oil Markets, The Manitowoc Company, Inc. (MTW), Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point?, Energizer Holdings, Inc. (ENR), Digital Core REIT (SGX:DCRU), T. Rowe Price Group, Inc. (TROW), Saving to Buy a House.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The Senate has delayed work on the Clarity Act while regulators continue building a broader framework for digital assets, with the White House preparing a meeting of crypto executives, the SEC, and the CFTC. We will walk through what a regulatory framework would actually change for ordinary investors, and how to evaluate this space without treating it as a portfolio cornerstone. Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, Cracker Barrel Old Country Store, Inc. (CBRL), Private Credit, Joby Aviation, Inc. (JOBY), Regulation catches up to digital assets, Rubrik, Inc. (RBRK), EnerSys (ENS), Investment Loss, AAON, Inc. (AAON), US Packaged Food Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing of the financial system, and what investors should and should not read into it.Today's Stocks & Topics: VanEck Gold Miners ETF (GDX), Market Wrap, Sandisk Corporation (SNDK), How to Identify Winning Stocks?, Nucor Corporation (NUE), Steel Dynamics, Inc. (STLD), Financial innovation is now a Fed problem, Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE All-World ex-US Index Fund (VEU), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sonos, Inc. (SONO), IMAX Corporation (IMAX), State Street SPDR S&P Regional Banking ETF (KRE), Taxable Account.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund returns, and whether hedged or unhedged exposure makes more sense from here.Today's Stocks & Topics: VBWX Technologies, Inc. (BWXT), Market Wrap, Blue Bird Corporation (BLBD), Money Market Funds, First Majestic Silver Corp. (AG), The dollar's slide and what it does to your foreign holdings, Nucor Corporation (NUE), Zoetis Inc. (ZTS), T. Rowe Price International Value Equity Fund (TRIGX), iShares Core MSCI Total International Stock ETF (IXUS), SEC’s Plan to Eliminate Quarterly Reporting.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move.Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government’s own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn't, and how to find opportunity in the chaos.Today's Stocks & Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors.Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.Our Sponsors:* Check out Chilipad and use my code 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time.Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change.Our 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 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Follow these seven steps to keep your financial goals on track in the second half of 2026.Today's Stocks & Topics: Micron Technology, Inc. (MU), iShares MSCI South Korea ETF (EWY), SK hynix Inc. (SKHY), Market Wrap, These Simple Portfolio Checks Could Save You from Costly Mistakes, Celsius Holdings, Inc. (CELH), Moving Averages, Costco Wholesale Corporation (COST), Japanese Yen.Our 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 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are rewriting the traditional tourism calendar. For investors, this behavioral shift in consumer spending is a window into the resilience — or fragility — of the American consumer in a high-cost environment.Today's Stocks & Topics: AeroVironment, Inc. (AVAV), TTM Technologies, Inc. (TTMI), HSBC Pulling out from Private Credit, 401k, Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Tenaris S.A. (TS), B2Gold Corp. (BTG), Murphy USA Inc. (MUSA), Graco Inc. (GGG), Top Heavy Economy.Our 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 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real risks and opportunities in the world's most populous economy.Today's Stocks & Topics: Rambus Inc. (RMBS), Market Wrap, Fox's Acquisition of ROKU, The Labor Market, Stock Split, Is India the Best Emerging Market to Invest in for 2026?, Vertiv Holdings Co (VRT), Franklin FTSE India ETF (FLIN), ONEOK, Inc. (OKE), Microsoft Corporation (MSFT), Tobacco Stocks.Our 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 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026.Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing.Our 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 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving valuations underneath becomes more important than ever.Today's Stocks & Topics: SAP SE (SAP), Market Wrap, Sirius XM Holdings Inc. (SIRI), AI Tokens, Terex Corporation (TEX), What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star, Applied Industrial Technologies, Inc. (AIT), Adobe Inc. (ADBE), SMI 3Fourteen Full-Cycle Trend ETF (FCTE), ROTH Conversions, Hyperscalers.Our 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 INVEST for a great deal: https://sleep.me* 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett & Platt, Incorporated (LEG), AT&T Inc. (T), Capital Flows, Vanguard Health Care Index Fund ETF Shares (VHT), The Roth Conversion Window, CAVA Group, Inc. (CAVA), ExxonMobil Holdings Corporation (XOM), MicroStrategy (MSTR).Our 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 INVEST for a great deal: https://sleep.me* 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 Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall Street targets are built, why they move, and how little they should drive your decisions.Today's Stocks & Topics: MercadoLibre, Inc. (MELI), Market Wrap, The Williams Companies, Inc. (WMB), EQT Corporation (EQT), NAFTA Renegotiation, The Mosaic Company (MOS), JPMorgan Says 7,800: Should You Believe Price Targets?, Vanguard Health Care ETF (VHT), iShares Global Healthcare ETF (IXJ), AI Jobs Apocalypse, The Buckle, Inc. (BKE).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

The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge.Our 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

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

The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever translate into the returns that justify these sky-high valuations.Today's Stocks & Topics: iShares Global Utilities ETF (JXI), Market Wrap, Lockheed Martin Corporation (LMT), Low Cost Loans, Bitcoin, AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves, Apple Hospitality REIT, Inc. (APLE), KraneShares CSI China Internet ETF (KWEB), AI Center Facing Backlash in American Communities.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

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the safe haven investors think it is in today's complex macro environment.Today's Stocks & Topics: The PNC Financial Services Group, Inc. (PNC), Market Wrap, Mobileye Global Inc. (MBLY), Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?, Wingstop Inc. (WING), Colgate-Palmolive Company (CL), Inflation Soaring, State Street Energy Select Sector SPDR ETF (XLE), Palantir Technologies Inc. (PLTR), "NACHO" - Not A Chance Hormuz Open.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling that AI monetization is moving decisively beyond Silicon Valley and into mainstream corporate finance. This is a landmark moment for understanding where the real AI money is flowing.Today's Stocks & Topics: CVS Health Corporation (CVS), Market Wrap, Domino's Pizza, Inc. (DPZ), The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing, Value Stocks, Invesco S&P SmallCap Energy ETF (PSCE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Rising Cost of Jet Fuel, FactSet Research Systems Inc. (FDS), KPP Newsletter, Memory Chips Stocks.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners, marking a significant escalation in the economic conflict running parallel to the Middle East military one. For global investors, this move signals that the US-China economic cold war is intensifying in ways that could reshape supply chains, commodities, and emerging market exposure.Today's Stocks & Topics: Sprott Uranium Miners ETF (URNM), Market Wrap, Honda Motor Co., Ltd. (HMC), Should Young Investors Keep Buying?, PayPal Holdings, Inc. (PYPL), McKesson Corporation (MCK), The Petro Dollar, Franklin International Core Dividend Tilt Index ETF (DIVI), Inflation, Abbott Laboratories (ABT).Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

SpaceX and OpenAI are heading for the public markets with combined valuations approaching 3 trillion dollars; but by the time retail investors get access, has the real opportunity already passed? We will break down the IPO cycle most investors don't understand, why hype distorts valuation, and the five things you should watch before buying into any mega-IPO.Today's Stocks & Topics: Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Market Wrap, VICI Properties Inc. (VICI), Top 5 Technical Indicators, The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money, AstraZeneca PLC (AZN), AbbVie Inc. (ABBV), Sunbelt Rentals Holdings, Inc. (SUNB), Roth vs. Traditional I-R-S.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Navigating the stock market and building a secure financial future can feel overwhelming, but you don’t have to do it alone. Welcome to InvestTalk. Every weekday, we provide unbiased financial guidance, break down market trends, and most importantly, answer your questions live. Whether you are wondering about asset allocation, retirement planning, or a specific stock, we are here to help you make smarter money decisions.Independent thinking and shared success start right here. Hit that "Follow" button so you never miss an episode, and let's start building your wealth today.Call 888-99-CHART to hear your questions answered live on the show. Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands