06-18-2020: Is The 'Baby Boomer' Investing Era Coming To A Close?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 18 June 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
Opinion: The U.S. is in the middle of an investing environmental shift and investors will need to be positioned for that change.
Today's Stocks & Topics: Political Environment, CLO Market, Infrastructure Bill, ENPH - Enphase Energy Inc., DUK - Duke Energy Corp., BIIB - Biogen Inc., Investing in the Market, BGS - B&G Foods Inc., PLAY - Dave & Buster's Entertainment Inc.
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Transcript
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| 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 | Good afternoon fellow investors and welcome to Invest Talk. This is our |
| 0:26.9 | Thursday June 18th 2020 edition of Invest Talk and as always in 2020 we are in for interesting times |
| 0:39.6 | interesting news events and really changes in the air, right? We know that, we feel that. |
| 0:51.8 | The question is how do you navigate that change. |
| 0:56.0 | There's so much uncertainty, |
| 1:01.0 | but that doesn't mean that you can't develop a plan. |
| 1:05.0 | And investing is about understanding the range of possibilities and the probability of those possibilities. |
| 1:15.0 | I talked on Monday's show to close about how the Fed was buying 750-ish-billion dollars in individual bonds and it really got me digging |
| 1:31.1 | deeper into what's their aim why corporate bonds and I'm certainly going |
| 1:40.2 | to dig in a little more to some statistics but I'll give you kind of a broad overview |
| 1:45.2 | of how I see the markets right now. |
| 1:50.0 | So if you go back to 2008 and you remember CDOs, right? |
| 1:58.0 | Collateralized debt obligations. |
| 2:00.8 | These were financial instruments that took hundreds of not thousands of different mortgages, |
| 2:09.8 | many times subprime mortgages, chop them up, |
| 2:13.3 | gave certain tranches, triple-a ratings, |
| 2:15.5 | and if you ever go watch the Wolf of Wall Street, |
| 2:21.0 | you'll know what that is about, right? Or the big short, excuse me, |
| 2:27.2 | that's probably a better one to watch, the big short. You'll know what that's all |
... |
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