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Artwork for InvestTalk
Inflation
Artificial Intelligence
Gold
Federal Reserve
Housing Market
Oil
U.S. Dollar
Emerging Markets
Iran War
Tariffs
Oil Prices
Copper
Silver
Interest Rates
Prediction Markets
Bond Market
S&P 500
China
India
Commercial Real Estate

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions.

With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade ... more

PublishesDailyEpisodes2200Founded18 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for InvestTalk

Latest Episodes

Meta's new Muse AI model is being compared to ChatGPT's breakthrough moment, potentially reshuffling the competitive landscape in generative AI and putting pressure on rivals across the industry. We examine what this means for the AI investment theme... more

IonQ shares rallied sharply after the company announced a major quantum computing breakthrough, reigniting investor excitement around a technology that has long been described as transformational but perpetually years away. We cut through the hype to... more

Margin debt climbed roughly $37 billion in August to $1.45 trillion, the second-highest reading on record, and borrowing has now grown 140% since the end of 2022 while the S&P 500 gained 98%. We will break down what leverage at roughly 4.5% of GDP ac... more

The obesity drug market is shifting from scarcity to fierce competition, as new pills, direct-to-consumer pricing and looming patent expirations upend what was once a two-player race. With one in five U.S. households now including a GLP-1 user, we wi... more

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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People also subscribe to these shows.

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Recent Guests

Leopold Aschenbrenner
Former OpenAI researcher, founder of Situational Awareness hedge fund
Situational Awareness Hedge Fund
Episode: Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
Dan Ives
Managing Director at Wedbush Securities, referenced as a guest analyst
Wedbush Securities
Episode: AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?

Hosts

Justin Klein
Host of InvestTalk; wealth manager with KPP Financial; frequent macro and stock analysis leader.
Luke Guerrero
Co-host; CFA and long-time market analyst focused on investing frameworks and stock-specific insights.

Reviews

4.5 out of 5 stars from 2k ratings
  • DHR — Danaher

    Hello, been a while since you covered DHR. Looking for an elite comp under for my Roth. This seems pretty good. Maybe a little overvalued. Thanks, Islamabad Don

    Apple Podcasts
    5
    JDC Auburn in Beirut
    United States3 months ago
  • Spgi— enough of a pull back?

    Hello, been a while since you covered spgi. Last time you said you liked it on a pull back. Is it an elite compounder ready to go in my Roth and forget about? Thanks, Islamabad Don

    Apple Podcasts
    5
    JDC Auburn in Beirut
    United States3 months ago
  • Used to love this podcast. Now it is just 75% reading AI generated content. It is so obvious they are reading AI conent as he doesnt even pause to take a breath. I could just ask AI for a market update if I wanted that version. I want real human insight and I dokt want cheap one-liner AI speak. Just talk. If you dont have any thoughts of your own, I dont wanna listen to you.

    Podcast Addict
    2
    Pilagi
    3 months ago
  • Too early for Home Builder related stocks?

    Justin and Luke, you have praised BLDR in the past. Also recently you liked UFPI. does one look better than the other or should I wait longer for the housing market to correct? Thanks, Islamabad Don

    Apple Podcasts
    5
    JDC Auburn in Beirut
    United States4 months ago
  • Azn or abbv? Kudos on Intc

    Justin and Luke, should I own both, or is one better than the other. Astra zenaca seems to have a better pipeline. Abbv more of a cash generator. Buy and forget strategy here. BTW Luke excellent call a couple years back on intel. I should have kept it longer. Thanks, Islamabad Don

    Apple Podcasts
    5
    JDC Auburn in Beirut
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners frequently cite learning and improved investing outcomes.
Some listeners feel ads disrupt the flow but value the education.
A few critical voices question commentary style and pacing during episodes.
High appreciation for long-term investment discipline and real-world stock questions.
Balanced macro views and stock ideas are praised by many.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#123
United States/Business/Investing
Apple Podcasts
#15
Finland/Business/Investing
Apple Podcasts
#42
Finland/Business
Apple Podcasts
#62
Saudi Arabia/Business/Investing
Apple Podcasts
#65
Taiwan/Business/Investing
Apple Podcasts
#77
China/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Weight-Loss Drug Boom Hits Its Middle Age: What the GLP-1 Economy Means for Your Portfolio
Q: What is your take on GLW after its recent performance and the potential wash-sale considerations around selling now?
GLW has shown solid momentum but valuation is rich; if you're planning tax-aware moves, harvesting losses could be reasonable now to position for potential earnings catalysts in November, though you should be mindful of the wash-sale rules.
Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World
Q: What do you think about Johnson & Johnson as a potential buy?
Johnson & Johnson was described as a well-diversified healthcare company with solid but potentially rich valuations; the hosts suggested a cautious stance—favorable long-term prospects but not a clear value play at the current multiples.
Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World
Q: MSBY ETF—should I buy this high-yield ETF given its advertised yield and structure?
The host warned that yield-max or covered-call style ETFs can be enticing but often underperform and carry structural risks; in the example given, the Micro Strategy-based ETF had a large drawdown and the host advised avoiding hype and staying away from these products.
Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio
Q: With a question about investing in a volatile AI stock like ALAB (Astera Labs), is there still a case to hold given the expensive valuation?
ALAB is expensive and highly tied to AI cycles; risk is elevated, and it may be better to wait for a clearer earnings trajectory or a cheaper entry point before considering ownership.
Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio
Q: Is now a good time to consider selling insurance-related equities like Lincoln National due to its private equity exposure?
Lincoln National appears weak on its chart and has significant exposure to illiquid assets tied to private equity; selling is prudent as the fundamentals deteriorate.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About InvestTalk

What is InvestTalk about and what kind of topics does it cover?

A practical, data-driven show focused on stock analysis, macro trends, and portfolio strategy. Episodes frequently tackle macro signals (jobs data, inflation, Fed policy), sector themes (AI infrastructure, housing, energy), and real-time caller questions on individual stocks, with a consistent emphasis on risk management, position sizing, and diversification. Noteworthy is a framework-driven approach (such as a macro quadrant perspective) and regular sponsor integrations, which together offer listeners a disciplined, education-forward path to long-term investing. The hosting duo leans into plain-English explanations of complex topics, making it useful for both active traders and long-term investors seeking structure and clarity amid market ... more

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How many subscribers and views does InvestTalk have?

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Which podcasts are similar to InvestTalk?

These podcasts share a similar audience with InvestTalk:

1. Zacks Market Edge
2. Motley Fool Hidden Gems Investing
3. Investing Insights
4. Best Stocks Now with Bill Gunderson
5. Mad Money w/ Jim Cramer

How many episodes of InvestTalk are there?

InvestTalk launched 18 years ago and published 2200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact InvestTalk?

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What guests have appeared on InvestTalk?

Recent guests on InvestTalk include:

1. Leopold Aschenbrenner
2. Dan Ives

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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