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Artwork for InvestTalk
Inflation
Gold
Housing Market
Artificial Intelligence
Federal Reserve
Investment Strategies
Bitcoin
Emerging Markets
Oil
Tariffs
Copper
China
Value Investing
Iran War
Silver
Bond Market
Stock Market
Commodity Markets
Market Volatility
Private Equity

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

PublishesDailyEpisodes2165Founded18 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for InvestTalk

Latest Episodes

More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. This shift in labor force participation has deep implications for wage growth, inflation, consumer spe... more

The AI Arms Race: Is the US Lead Over China Already Gone?

A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are posting massive earnings from AI infrastructure spending. We examine wh... more

Markets whipsawed this week as Trump called off strikes, Iran denied talks, and stocks surged then pulled back on every new headline. Learning to separate signal from noise when geopolitical events drive extreme short-term volatility is one of the mo... more

New York just sued prediction market platform Kalshi, calling it an illegal gambling operation — even as sophisticated traders pour into these markets using AI bots and advanced data strategies. We examine what prediction markets tell us about inform... 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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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 Invest Talk; wealth manager at KPP Financial; co-host of the show.
Luke Guerrero
Co-host of Invest Talk; CFA charterholder; experienced portfolio advisor.

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 Statesa month 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 Statesa month 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
    2 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 States3 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 States3 months ago

Listeners Say

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

Great investing guidance and calm market commentary.
Listeners appreciate real-world caller questions and actionable ideas.
Some criticism notes too much advertising and perceived bias on politics.

Chart Rankings

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

Apple Podcasts
#79
United States/Business/Investing
Apple Podcasts
#177
Canada/Business/Investing
Apple Podcasts
#248
Italy/Business/Investing
Apple Podcasts
#24
Brazil/Business/Investing
Apple Podcasts
#85
Singapore/Business/Investing
Apple Podcasts
#87
Brazil/Business

Talking Points

Recent interactions between the hosts and their guests.

Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio
Q: Where did it go?
A caller asked about exposure to silver via WPM versus PAAS, and the host explained the streaming model of Wheaton Precious Metals, highlighting how streaming contracts lock in margins and can be resilient to rising silver prices.
Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio
Q: What should I do with my energy exposure given the run-up in gas prices?
Consider expanding beyond traditional energy stocks to the energy infrastructure and refining space, and prepare a buy list of downstream and refining names that would benefit from higher input costs, rather than chasing a spike in prices after the fact.
Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?
Q: What is the main takeaway about dollar strength and emerging market currencies?
The host explains that while the dollar has been strong, its rally appears more like a trend move than a lasting breakout, and the impact varies by country depending on debt levels, commodity imports, and currency exposure; some EMs could see higher costs of debt service and weaker local currencies, while others may benefit from cheaper exports.
Stocks Beyond Tech: Where Is the Market Actually Working Right Now?
Q: Between ADC and VICI, which real estate name looks more attractive given current market dynamics and your outlook for commercial real estate?
ADC (Agree Realty) is favored for its industrial exposure and tenant profile, while VICI is viewed more skeptically due to a Las Vegas focus and recent property sales leading to leverage concerns. The host advises selective exposure within real estate, favoring strong, property‑type segments with solid cash flow and favorable lease dynamics.
Stocks Beyond Tech: Where Is the Market Actually Working Right Now?
Q: I'm looking at two international 401k options and wondering whether excluding the US entirely is prudent. What's your take on the international exposure mix for someone relatively young and potentially aggressive?
The host recommends selecting the international fund that is fully international to maintain clear exposure and suggests starting around 30% in foreign markets for a growth-oriented investor, with adjustments based on risk tolerance and whether to tilt towards bonds or international assets as part of a diversified mix.

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?

Investors tune in for practical stock market analysis, macro context, and disciplined portfolio strategies delivered in a clear, evergreen format. The show routinely covers equities, ETFs, retirement planning, inflation, AI, and geopolitical or macro events that move markets, often fielding live caller questions to illustrate real-world investment challenges. Notable strengths include a steady, education-forward approach from seasoned wealth managers, a habit of translating complex data into actionable ideas, and a long-running format that blends market updates with longer-term investing discipline. A recurring edge is the emphasis on risk management, diversification, and a disciplined, evidence-based process for evaluating ideas — with reg... more

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Which podcasts are similar to InvestTalk?

These podcasts share a similar audience with InvestTalk:

1. Investing Insights
2. Zacks Market Edge
3. Motley Fool Hidden Gems Investing
4. Barron's Live
5. Barron's Streetwise

How many episodes of InvestTalk are there?

InvestTalk launched 18 years ago and published 2165 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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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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