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InvestTalk

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

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

4.41.5K 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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