Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost

**SPEAKER_1** (0:04)
On radio, on YouTube, streaming live on investalk.com, and for our podcast subscribers, this is Invest Talk. Independent thinking, shared success. Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving clients throughout the United States. Here is KPP Financial portfolio manager, Luke Guerrero.

**Luke Guerrero** (0:35)
Good afternoon, fellow investors and welcome to the Friday, March 13th, 2026 edition of Invest Talk. Now, hopefully none of you are too superstitious for those of you who didn't get it, Friday the 13th. But that doesn't change. We have another exciting show for you today. We'll be running down the developments in the market, as well as answering your finance and investment question. So to that end, before we talk about today's market performance, before we get to those show topics, let's tackle this caller question now.

**SPEAKER_3** (1:10)
Mark from San Diego. Just wondering about soil, SOIL. It's an ETF that does fertilizer, agricultural products.

**SPEAKER_4** (1:20)
Is it too late to get in at this point?

**SPEAKER_5** (1:23)
What's your thoughts?

**SPEAKER_3** (1:25)
Thanks. I'll listen online.

**Luke Guerrero** (1:30)
SOIL was the global ex-fertilizer potash ETF. And the question is, given what we've been talking about, understanding that the closure of the strait, given the situation in Iran, is not just about the effect it's gonna have on oil, but the effect it's gonna have on components of fertilizer. As we approach the season when a lot of farmers are starting to utilize those things, we've already seen the price of fertilizer for farmers even in the US increase substantially. So the idea here is trying to invest in this ETF in order to benefit from the potential rise in price, rise in revenue from some of these companies. It's a good investment idea, but the answer to your question directly, is it too late to invest in soil? Yes, it is, because that fund actually closed in August of 2020 I like the idea, certainly not the way to approach it. Thanks for the call. We got a lot of ground to cover in the next 45 minutes or so, and it all starts off with my main focus point, just about energy security and how that might be an investment theme, specifically how nuclear power is getting a geopolitical boost. And you're seeing it not just in the United States, Japan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, and that's highlighting how energy security is becoming a critical investment theme. So this shift towards energy independence, it's driving renewed interest in nuclear power, in renewable energy infrastructure, and in domestic energy production across multiple countries. We'll also touch on the areas of the US economy that are most vulnerable to the Iran war. Then try and answer that age-old question that people really say all the time, whether or not they understand the data is another point. But people tend to say that war is good for the economy. So we'll touch on that. And should we have time at the end of the show, a quick rundown on what's really going on within the private credit industry. We also have some voice bank calls ready to play, including one on investing in international markets, as well as a question on CF Industries Holdings, Inc. As always, we got some questions from the comment section of the Invest Talk YouTube channel, and hopefully we hear from some of you live over the next 45 minutes. Well, folks, before we head to a break, I do want to remind you once again about Invest Talk market madness, because the deadline is less than one week away.
For those of you who have not participated before, market madness is our competition where we pit companies head-to-head to see on a daily basis who the winners are. You fill out that bracket just like you would a March madness bracket, and the winner at the end of the competition, which ends on the day of the college basketball championship, will take home the grand prize of $1,000 or $1,500 if they are a subscriber on YouTube. If that sounds interesting, head over to investtalk.com to learn more. Your brackets must be submitted by March 18th at 11:59 p.m. Well, we're headed into a break. Still to come, a focus on what is really driving the market. Bunch of stories and more answers to your questions here on Invest Talk.

**SPEAKER_7** (5:12)
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