InvestTalk Podcast Transcripts
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors · 1,996 episodes with transcripts
InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education.
Spoken has transcripts of 1,996 InvestTalk episodes, with the speakers named. The newest listed here is from October 19, 2026.
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Latest InvestTalk transcripts
SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors
October 19, 2026
SPEAKER_1 (0:01)
This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Luke Guerrero.
Luke Guerrero (0:17)
Good afternoon, fellow investors, and welcome back to InvestTalk. I'm your host, Luke Guerrero, and I'll be with you on this Monday, October 19th, 2026
As we talk about all the moving parts in the market, as well as the important financial news, and most importantly, answer your finance and investment questions. Now, before we move forward, I do want to give you a quick reminder that our first in-person InvestTalk retirement summit, sorry, is, well, just five days…
SPEAKER_4 (1:15)
Hey, guys, this is Darren Charlotte.
- SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors
- Supreme Court Takes on Your 401(k): The Intel Private Funds Case Explained
- Are REITs a Buy or Sell When Interest Rates Rise? The Bond Selloff's Housing Victim
- How Founders Are Building the Next Market Giants with Anthony Katz
- Personal Finance Special
- Best of Caller Questions
- Skilled Trades Labor Shortage 2026: A $1.7 Million Job Crisis and an Investment Angle
- Emerging Markets Under Pressure: How Oil, the Dollar, and Iran Are Hammering Developing Economies
- Wall Street Is Back in Charge: What Institutional Money Flowing Into Markets Means for Retail Investors
- Trump-Xi Summit: The Investment Playbook After the US-China Détente
- Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class
- The Lifemaxxing Trap: Why 72% of Americans Are Risking Their Financial Future
- Meta's AI Moment: What a Potential ChatGPT Rival Means for the Broader AI Race
- Is Quantum Computing a Real Investment or Just Hype?
- Investors Borrowed $1.45 Trillion to Buy Stocks: Is Record Margin Debt a Warning or Just Noise?
- The Weight-Loss Drug Boom Hits Its Middle Age: What the GLP-1 Economy Means for Your Portfolio
- AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors?
- Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World
- Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio
- AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption
- Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again
- China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon
- World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the Next CPI Report?
- Best of Caller Questions
- Best of Caller Questions
- Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating
- Best of Caller Questions - Labor Day Edition
- Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings
- Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?
- Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap
- How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In
- Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race
- Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet
- Why Is the Dollar Weakening? What Multi-Month Lows Mean for Your Purchasing Power
- Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?
- Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point?
- Regulation catches up to digital assets
- Financial innovation is now a Fed problem
- The dollar's slide and what it does to your foreign holdings
- Small caps woke up: is the rally finally broadening?
- The Trillion-dollar Interest Bill Nobody Votes On
- Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments
- Soft Jobs Report and the Dollar's New Direction: What It Means for Investors
- U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities
- S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026?
- The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?
- Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom
- Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy
- The AI Arms Race: Is the US Lead Over China Already Gone?
- Iran Peace Signals and Market Volatility: How to Invest When Headlines Move Markets
- Are Prediction Markets Legal? The Kalshi Lawsuit and What It Means for Investors
- The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains
- Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
- Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk
- Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio
- Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio
- The Fed's Impossible Position: War Inflation vs. Rate Cuts
- Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?
- Stocks Beyond Tech: Where Is the Market Actually Working Right Now?
- Can the Magnificent Seven Earnings Hold the Market Up?
- India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?
- War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict
- Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?
- Retail Investors Chase Shiny Objects While Ignoring the S&P 500
- How to Protect Your Portfolio from Inflation's Second Wave
- Simple Portfolio Checks Could Save You from Costly Mistakes
- Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy
- Is India the Best Emerging Market to Invest in for 2026?
- Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?
- What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
- The Roth Conversion Window
- BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
- The Index Fund Trap
- The Half-Year Scoreboard
- JPMorgan Says 7,800: Should You Believe Price Targets?
- What Are the Biggest Risks of the SpaceX IPO?
- Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order
- Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio
- Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?
- AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves
- Is This 2022 All Over Again? The Market Risk Checklist for 2026
- Best of Caller Questions - Friday Juneteenth
- The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy
- Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?
- Silver Is Now a Monetary Metal
- AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?
- The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble
- Florida Home Insurance Reform Is Working — And It Could Reshape the Entire Market
- Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio
- Is the AI Trade Over? The Bear Case Against Hyperscaler Spending
- Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies
- Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities
- Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security
- Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected
- Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing
- The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money
- Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?
- Best of Caller Questions
- Best of Caller Questions
- The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos
- Is a Custodial Investment Account Right for Your Kids?
- Good Friday - Best of Caller Questions
- The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years
- Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost
- Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures
- The "Grid" Bottleneck: AI vs. Utilities
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