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InvestTalk

3-29-2023 – Investment Complexity Is Not Your Friend

InvestTalk

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

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

4.41.5K Ratings

🗓️ 29 March 2023

⏱️ 46 minutes

🧾️ Download transcript

Summary

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations thereof spanning nearly every conceivable asset class.

 

Today's Stocks & Topics: Commercial Real Estate, Chip Makers, Renewable Energy, SCHW - Charles Schwab Corp., ATVI - Activision Blizzard Inc., KRE - SPDR S&P Regional Banking ETF, Trailing Stops, HSY - Hershey Co., Semiconductors.



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Transcript

Click on a timestamp to play from that location

0:00.0

This is Invest Talk, independent thinking, shared success.

0:09.0

Just in client and Steve Peasley, stand ready to take your finance and investment questions

0:14.2

and share their unbiased answers.

0:18.0

Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving

0:23.2

clients throughout the United States.

0:26.2

The clarity for your path forward starts now.

0:30.5

Here is KPP Chief Executive Officer, Financial Advisor, just in client.

0:37.8

Good afternoon fellow investors and welcome back to Invest Talk.

0:41.9

This is our Wednesday, March 29th, 2023 edition and on the calendar we are moving through

0:48.8

week 13 of the year and guess what, the first quarter concludes on Friday.

0:58.0

And it was a busy one, a lot of interesting news events and a lot of markets, fluctuations,

1:06.6

a very choppy environment and kind of what I had been expecting for the first half of

1:12.5

this year and the first quarter lived up to the bill, we'll see if the second quarter

1:16.5

does the same, but it's a time of economic change, of market change, of geopolitical change.

1:25.8

And we're here, I'm here, I'm Justin Klein, I'm here to answer your finance and investment

1:31.0

questions, which I'm sure you have a lot of with the backdrop that you see.

1:35.6

We all see what's happening, the winds shifting in geopolitics in the economy and that ultimately

1:43.3

affects companies and valuations and interest rates and different asset classes and that's

1:51.6

always been true, but in this hyperpoliticalized environment and really, we have talked about

2:01.2

this before, the fourth turning, things are changing and that doesn't necessarily mean it's

2:06.7

a bad thing.

2:07.7

Let me look at that as a bad thing, I look at it as a good thing that we're kind of cleaning

...

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