3-29-2023 – Investment Complexity Is Not Your Friend
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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