6-3-2022 – Lessons Learned from Surviving Thematic Funds
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 June 2022
⏱️ 48 minutes
🧾️ Download transcript
Summary
Most thematic funds prove to be one-hit wonders or don't live long enough to see their investment theses pan out.
Today's Stocks & Topics: LUMN - Lumen Technologies Inc., New Accounting Rules, Government Bonds, Stock Prices and Evaluation, WDS - Woodside Energy Group Ltd. ADR, Roth I-R-A, NVST - Envista Holdings Corp., Private Equity, Bank Earnings.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.
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Transcript
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| 0:00.0 | Now, on this Invest Talk Podcast, Justin Klein listens to your questions. |
| 0:08.0 | Starting to learn more about value stocks, rather than gross stocks, you guys are saving me a lot of money. |
| 0:14.0 | And provides unbiased answers. |
| 0:17.0 | Well, you're looking at historical blue chin names. |
| 0:21.0 | And they've endured the brands have endured. |
| 0:24.0 | Invest Talk, over 42 million downloads and counting. |
| 0:29.0 | Across America and around the world, your participation makes it unique. |
| 0:35.0 | 888-99 sharp. |
| 0:43.0 | At a time, when investors are confronted with market volatility, |
| 0:47.0 | and a variety of challenges fueled by the uncertainty of inflation, |
| 0:51.0 | unsettled geopolitical tensions, and economic pressures, |
| 0:56.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 1:02.0 | and share their unbiased answers. |
| 1:05.0 | This is Invest Talk, independent thinking, shared success. |
| 1:10.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, |
| 1:15.0 | serving clients throughout the United States. |
| 1:19.0 | The clearing for your path forward starts now. |
| 1:23.0 | Here is KPP Chief Executive Officer, financial advisor Justin Klein. |
| 1:31.0 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 1:35.0 | This is our Friday June 3rd, 2022 edition. |
| 1:40.0 | And I'm Justin Klein, and I'm in for Steve Peasley today. |
| 1:44.0 | And I look forward to doing this show with you and having this hour with you. |
... |
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