6-22-2023 – How Do Alternative Investments Fit into a Diversified Portfolio?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 June 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
Alternative strategies offer something fundamentally different from mainstream asset classes.
(Morningstar defines these strategies based on their ability to modify, diversify, or eliminate traditional market risks.)
Today's Stocks & Topics: Global Inflation, South Korea Imports, PDI - PIMCO Dynamic Income Fund, Portfolio Management, PAYC - Paycom Software Inc., LBRT - Liberty Energy Inc., SCHW - Charles Schwab Corp., VZ - Verizon Communications Inc., WBA - Walgreens Boots Alliance Inc.
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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 |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just incline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.2 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:52.5 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 0:56.5 | This is our Thursday June 22nd, 2023 edition, and I am Justin Klein. |
| 1:02.9 | And as usual, when I do the show on Thursday, Luke Rarros with me. |
| 1:07.2 | Welcome back, Luke. |
| 1:08.2 | Thanks for having me. |
| 1:09.2 | It's a good Thursday, one more day to the weekend. |
| 1:11.6 | There you go. |
| 1:12.8 | And we're here to help give you some data. |
| 1:15.8 | I know Luke said the data expert here, and I'm the prospective expert, I guess you could |
| 1:21.8 | say, since 20 plus years of investment experience, and our job is to instill a little bit of both |
| 1:29.1 | and help you become a better investor, take that next step towards financial freedom. |
| 1:35.2 | And in light of that, on the top of this podcast, I want to make you aware of our webinar |
| 1:42.4 | coming up. |
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