2-28-2023 – Could Reshoring Be the Theme ETF Investors Need?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 March 2023
⏱️ 36 minutes
🧾️ Download transcript
Summary
In mid-2022, reshoring, onshoring or nearshoring were mentioned in the quarterly earnings calls of around 180 US companies.
Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., X - United States Steel Corp., AMZN - Amazon.com Inc., Standard Deduction, Buying Gold, and Oil Stocks, EPAM - EPAM Systems Inc., WAB - Wabtec, VNQ - Vanguard Real Estate ETF, RGEN - Repligen Corp., Corporate Bonds, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.2 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.8 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. |
| 0:32.2 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.6 | clients throughout the United States. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.2 | Here is KPP Chief Executive Officer, Financial Advisor, just in Climb. |
| 0:51.1 | Good afternoon everybody and welcome back to Invest Talk. |
| 0:55.6 | This is our Tuesday, February 28th, 2023 edition, I am Justin Klein, and I am excited |
| 1:01.3 | for this hour to talk to you and answer your finance and investment questions and as |
| 1:06.9 | always give my straight forward and unbiased answers. |
| 1:11.3 | And today was quite the volatile day in the market, up early, down late, and this is kind |
| 1:18.5 | of what can be expected, a lot of choppyness in the marketplace over the past, especially |
| 1:24.8 | the last four or five months or so, really since the October bottom, and I think a lot |
| 1:29.3 | of investors are confused, but make no bones about it. |
| 1:34.3 | This is a different market. |
| 1:35.8 | This is a market that is not predicated on low interest rates, right? |
| 1:43.9 | It's a shift towards a new era and our main focus point is in regards to that, which |
| 1:50.4 | we'll get to. |
| 1:51.8 | But my goal here is to help you navigate this changing market environment and take advantage |
... |
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