2-10-2022 - Supply Chain Should Benefit as Chip Makers Crank Up Spending
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 February 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
With the microchip shortage affecting the supply chain, the big chip makers will spend billions of dollars to meet semiconductor demand.
Today's Stocks & Topics: BG - Bunge Ltd, STOR - STORE Capital Corp., BYND - Beyond Meat Inc., X - United States Steel Corp., Interview with Kurt Ketchum and Jillyn Hess-Verdon from Hess-Verdon & Associates, Plc. about Charitable Remainder Trust, REITs and Interest Rates.
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Transcript
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| 0:00.0 | Now, I'm this and Vest Talk podcast. Justin Klein listens to your questions. |
| 0:08.0 | What does need on a company's share price falls to cheap prices and executive insiders don't buy more? |
| 0:15.0 | My question is, how much of your portfolio should you put into like EPS and mutual funds? |
| 0:22.0 | I have a question about Dutch Bros. It's going to be a new IPO. |
| 0:26.0 | And provides unbiased answers. |
| 0:29.0 | I think the bet on the raw materials that go into electric cars are going to be far better than the electric car producers. |
| 0:36.0 | Invest Talk across America and around the world. |
| 0:41.0 | Your participation makes it unique. |
| 0:44.0 | 88899 chart. |
| 0:52.0 | This podcast is produced by KPP Financial. |
| 0:57.0 | Steve Peasley, president. KPP Financial. |
| 1:01.0 | Independent Thinking, shared success. |
| 1:04.0 | And out today's podcast. |
| 1:10.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 1:14.0 | This is our February 10th, 2022 edition of Invest Talk. |
| 1:19.0 | I am Justin Klein and I'm excited to be here this hour to answer your finance and investment questions. |
| 1:25.0 | And today was another interesting day in the markets. |
| 1:29.0 | You had this CPI print which we're going to talk about later in the show as well as a lot of market volatility in the after hours as well as intraday. |
| 1:40.0 | And this more volatile unpredictable time that we're witnessing means that you have to be prepared for the cycles changing. |
| 1:50.0 | And that can be difficult to navigate a market where certain companies that you aren't as familiar with aren't don't naturally have an affinity towards those ones are doing better. |
| 2:08.0 | And those companies that maybe more exciting more interesting not doing is hot. |
| 2:14.0 | And so this is the nature of being investor though. It's not about what is interesting or cool or fun. |
... |
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