DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors
DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom. Today's Stocks & Topics: Tutor Perini Corporation (TPC), Market Wr...
45m May 30
45m
SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?
Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should think about participating. Today's Stocks & Topics: CarMax, Inc. (KMX), Market Wrap, EQT Corporation (EQT), ONEOK, ...
41m May 29
41m
Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside
Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside, Frontline PLC (FRO), P.E. Ratio Calculation, Check Point Software Technologies Ltd. (CHKP), ServiceNow, Inc. (NOW), Banks. Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Inco...
47m May 28
47m
Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors
Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broader market sentiment. Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Starbuc...
45m May 27
45m
Best of Caller Questions - Memorial Day
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,...
48m May 25
48m
Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026
Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment. Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Risi...
46m May 23
46m
Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth
Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis. Today's Stocks & Topics: AAON...
46m May 22
46m
War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports. Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S...
44m May 21
44m
Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors
Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class. Today's Stocks & Topics: United Parcel Servic...
44m May 20
44m
Market Volatility Isn’t the Problem — Emotional Investing Is
Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions. Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modi...
46m May 19
46m
AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?
Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality. Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustai...
48m May 16
48m
US Dollar Outlook 2026: Strength, Weakness, and What's Driving It
The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for international investments, commodities, and the average American investor. Today's Stocks & Topics: Super Micro Computer, Inc. (SMCI), Market Wrap, Tigo Energy, Inc. (TYGO), Genco Shipping & Trading Lim...
43m May 15
43m
Is Goldman Sachs Right About the Fed Rate Cut Forecast?
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), MercadoL...
42m May 14
42m
Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?
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 Uncertai...
46m May 13
46m
The Market Is Hot, But This Is Where Investors Get Hurt
Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is telling investors not to get comfortable yet. Today's Stocks & Topics: Venture Global, Inc. (VG), Market Wrap, Netflix, Inc. (NFLX), KLA Corporation (KLAC), AI and Investment Advice, Devon Energy Corporation (DVN), The Market Is Hot, But This Is W...
42m May 12
42m
The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing
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,...
45m May 09
45m
China Iran Oil Sanctions and the Escalating US-China Economic Cold War
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 & T...
45m May 08
45m
Is a Recession Coming in 2026? How Markets Sleepwalk into Economic Downturns
Analysts are warning that markets are exhibiting 'misplaced euphoria' even as geopolitical tensions in the Middle East threaten an oil-driven economic slowdown. History shows that markets often fail to price in recession risk until it's too late—so how do you know when optimism becomes dangerous complacency? Today's Stocks & Topics: Diamondback Energy, Inc. (FANG), Market Wrap, Trading, Oklo I...
46m May 07
46m
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year. Today's Stocks & Topics: Pacer U...
44m May 06
44m
The Aluminum Crisis of 2026: Why Aluminum Prices are Skyrocketing
Global aluminum supply is tightening fast, and investors are starting to notice. The real question is whether this is just a short-term commodity spike…or the beginning of a major re-rating in aluminum stocks. Today's Stocks & Topics: Carrier Global Corporation (CARR), Market Wrap, Adobe Inc. (ADBE), Bay Area Rental Market, NVR, Inc. (NVR), The Aluminum Crisis of 2026: Why Aluminum Prices are ...
47m May 05
47m
China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage
While Western nations grapple with the fallout from the Iran conflict, China's clean tech exporters are cashing in, and its industrial profits are still growing — all while Beijing quietly expands its economic pressure toolkit under cover of a trade truce with Trump. We unpack China's strategic positioning and what it means for global trade and US investors. Today's Stocks & Topics: PIMCO Dyna...
44m May 02
44m
Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?
Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest. Today's Stocks & Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree E...
45m May 01
45m
The Apartment Concession Wave: What Record Landlord Giveaways Tell Us About the Rental Market
Nearly 40% of landlords are now offering concessions to attract tenants — free months of rent, waived fees, gift cards — a sign that the apartment market is fundamentally shifting in favor of renters after years of landlord dominance. We break down what this tells us about housing supply, shelter inflation, and the investment case for real estate right now. Today's Stocks & Topics: Taseko Mine...
45m Apr 30
45m
America's New Oil Crown: How the Iran War Made the US the World's Swing Producer
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 ...
47m Apr 29
47m
The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money
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...
46m Apr 28
46m
Prediction Markets Come to Wall Street: The Citadel Bet
Citadel Securities is reportedly exploring prediction markets as trading scales up, a development that could fundamentally change how financial markets incorporate real-world event probabilities into prices. We will examine what prediction markets are, how they work, and what their mainstream adoption means for investors. Also in this podcast: INTU - Intuit Inc., AMAT - Applied Materials Inc.,...
48m Apr 25
48m
Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?
Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in. Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trum...
45m Apr 24
45m
AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins
Some grocery chains are deploying AI to slash food waste and improve profit margins, a trend that reflects a broader shift in how artificial intelligence is creating real, measurable returns in unexpected corners of the economy. We examine how AI-driven operational efficiency is becoming a competitive moat — and what it means for investors looking beyond the obvious AI plays. Today's Stocks & ...
45m Apr 23
45m
What Happens to Your 401k When You Leave a Job?
Millions of Americans change jobs every year without fully claiming the retirement contributions, unvested stock, and other compensation they've earned — and it adds up to billions in lost wealth over a lifetime. We break down the key financial steps every worker should take before handing in their resignation letter. Today's Stocks & Topics: Avis Budget Group, Inc. (CAR), Market Wrap, iShares...
46m Apr 22
46m
Best of Caller Questions
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,...
48m Apr 21
48m
Best of Caller Questions
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: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock...
48m Apr 17
48m
The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos
Despite an Iran war, a Hormuz blockade, oil topping $100, and failed peace talks, the stock market has shown remarkable resilience — leaving many investors puzzled and cautious in equal measure. We dig into what's really holding markets up and whether this resilience is a sign of strength or dangerous complacency. Today's Stocks & Topics: TransMedics Group, Inc. (TMDX), Arxis, Inc. Class A Com...
46m Apr 17
46m
Is a Custodial Investment Account Right for Your Kids?
Research shows that children who develop healthy relationships with money early in life end up in significantly better financial shape as adults, yet most schools still don't teach personal finance. We explore practical strategies for instilling sound financial habits in kids and how those habits compound over a lifetime. Today's Stocks & Topics: CEMEX, S.A.B. de C.V. (CX), Market Wrap, Salesf...
44m Apr 16
44m
No Tax on Tips: What the IRS Ruling Actually Means for Workers and the Economy
The IRS has published its official list of occupations that qualify for the new 'no tax on tips' provision, giving millions of service workers potential tax relief. We examine the economic impact of this policy, who really benefits, and what it might mean for consumer spending patterns. Today's Stocks & Topics: Dutch Bros Inc. (BROS), Market Wrap, Nestlé S.A. (NSRGF), Nestlé S.A. (NSRGY), No T...
45m Apr 15
45m
Introduction: InvestTalk Podcast
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 ma...
1m Apr 14
1m
Welcome to InvestTalk: Your Wealth-Building Journey Starts Here
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 ma...
3m Apr 14
3m
Do Corporate Stock Buybacks Signal Attractive Entry Points for Investors?
Companies like CrowdStrike are taking advantage of their struggling stock prices by increasing buyback activity, reflecting management confidence despite market volatility. This trend raises questions about whether corporate buybacks signal attractive entry points for investors. Today's Stocks & Topics: AppLovin Corporation (APP), Market Wrap, Hess Midstream LP (HESM), MPLX LP (MPLX), Roblox C...
48m Apr 14
48m
The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities
The Iran crisis is forcing a fundamental reevaluation of global logistics and infrastructure investments as companies seek alternative supply routes. Shipping companies and logistics providers are adapting to new realities while infrastructure spending becomes increasingly strategic. Today's Stocks & Topics: iShares Gold Trust (IAU), Market Wrap, Atlassian Corporation (TEAM), Winmark Corporati...
44m Apr 11
44m
What Are Treasury Bond Yields Forecasting for Investors in 2026?
Treasury yields are holding steady as traders assess mixed signals on Middle East de-escalation amid ongoing conflict uncertainties. The bond market is trying to balance safe-haven demand against persistent inflation concerns from energy price spikes. Today's Stocks & Topics: International Paper Company (IP), Market Wrap, Roche Holding AG (SWX:RO), Microsoft Corporation (MSFT), Altria Group, I...
47m Apr 10
47m
Employment Growth 2026: Jobs Resilience Amid Geopolitical Crisis
The US labor market posted its largest jobs gain in 15 months, showing remarkable resilience despite escalating Middle East tensions. However, analysts warn that prolonged geopolitical conflicts could create headwinds for future employment growth. Today's Stocks & Topics: NiSource Inc. (NI), Market Wrap, 101 Technical Analysis and Chart Reading, Dell Technologies Inc. (DELL), Dividend vs. Valu...
44m Apr 09
44m
Aerospace Defense Contractors: The New Military Investment Cycle
Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities. Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerosp...
47m Apr 08
47m
Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs
Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally. Today's Stocks & Topics: Sterling Infrastructure, Inc. (STRL), Market...
44m Apr 07
44m
Good Friday - Best of Caller Questions
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,...
48m Apr 03
48m
The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years
Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal. Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: W...
47m Apr 03
47m
Is Currency Market Volatility Creating New Investment Opportunities?
The U.S. dollar is flexing its muscles as the world's ultimate safe haven, surging against major currencies as global uncertainty drives flight-to-quality flows. Meanwhile, the Euro is struggling as European economies face the double whammy of energy price shocks and growth concerns, reshaping currency markets worldwide. Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Diageo p...
46m Apr 02
46m
Are Growth vs Value Stocks Ready for a Major Reversal?
Technology stocks are suffering their worst week in nearly a year as investors realize that even the most innovative companies can't escape the gravitational pull of rising interest rates and economic uncertainty. The sell-off is forcing a reassessment of sky-high valuations and growth assumptions that dominated markets for years. Today's Stocks & Topics: STAAR Surgical Company (STAA), Market ...
46m Apr 01
46m
Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?
Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering rate cuts. The central bank's delicate balancing act between economic growth and price stability faces its biggest test since the pandemic. Today's Stocks & Topics: Evolv Technologies Holdings, Inc. (EVLV), Market Wrap, Vontier Corporation (VNT),...
43m Mar 31
43m
Are Home Prices and Mortgage Rates Creating a Housing Crisis?
The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real estate investors and homebuyers are navigating unprecedented uncertainty in what's typically the industry's strongest season. Today's Stocks & Topics: PFE - Pfizer Inc; PTLO - Portillos Inc; NGVC Natural Grocers by Vitamin Cottage Inc; ISOP; ACIC...
47m Mar 28
47m
Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?
The FDA's approval of a higher-dose Wegovy marks Novo Nordisk's aggressive push to reclaim market share in the exploding weight loss drug sector. Pharmaceutical investors are watching closely as competition intensifies in what could become a trillion-dollar market. Today's Stocks & Topics: Berkshire Hathaway Inc. (BRK.B), Market Wrap, Snap Inc. (SNAP), Caterpillar Inc. (CAT), Weight Loss Drug ...
46m Mar 27
46m
Defense Spending Boom: Military Contractors Hit the Jackpot
President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era. Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Inve...
44m Mar 26
44m