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InvestTalk

04-27-20: COVID-19 Is Catalyst For An Easy Game Against Passive Investing

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 27 April 2020

⏱️ 49 minutes

🧾️ Download transcript

Summary

The value proposition of investment funds is providing superior returns, but capital inflows to retirement accounts may soon dry up and could even reverse.




Today's Stocks & Topics: ABC – Amerisource Bergen Corp., DRI - Darden Restaurants Inc., CCC - Clarivate Analytics PLC, Muni-Bonds, Gold, XOM - Exxon Mobil Corp., XLE - Energy Select Sector SPDR ETF, DIS - Walt Disney Co., MRO - Marathon Oil Corp., USO - United States Oil Fund LP.



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Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is produced by KPP Financial, Steve Peasley President,

0:10.4

KPP Financial, Independent thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Hello investors and well to Invest Talk this is our Monday April 27th

0:29.4

2020 edition of Invest Talk and the financial disruptions caused by the COVID-19

0:36.8

pandemic, then pandemic, excuse me, I'm certainly enough setting for for every investor, everybody, right? We're all hurting here in

0:46.0

some way and you know we've never been through a situation like this before.

0:51.2

It's the last real pandemic I know they talked about 1918 but there was one in the early 50s

0:58.0

but even most of us weren't around then either and the last crisis we had was very different in nature.

1:06.0

It was more to do with a mortgage meltdown.

1:09.0

But there are some ways that this rhymes, at least on the financial side, you know, the

1:14.8

areas of distress in a lot of ways are similar and in some ways they're different

1:20.5

as well.

1:22.8

Now the big question is when will states open?

1:26.1

About half have rolled out some sort of opening plan.

1:31.8

But the timing of it and the magnitude of the reopening is definitely still in question.

1:40.0

And another question is, how will the markets react to it?

1:46.8

Often these are events where it's more

1:49.5

of a by the rumor sell the news type of event, right, where there's optimism or hope, kind of the phase

1:58.2

that we're in, we're in the hope phase, hopefully it comes down. Hopefully we can get back to some symbol of normalcy.

2:07.0

Hopefully the sell-off in February and March was more of a one-time event as opposed to something that sticks with us.

2:18.4

But as the saying goes, hope is not a strategy. And so our goal here on Invest Talk is to help you with

...

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