7-21-2022 – Will ESG Underperformance Be Its Undoing?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 22 July 2022
⏱️ 33 minutes
🧾️ Download transcript
Summary
Investors might be willing to pay higher expense ratios as long as they earn higher returns, but ultimately, they will focus on ESG underperformance.
Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, MSFT - Microsoft Corp., AAPL - Apple Inc., How to Approach a Bear Market, Stablecoins, BIG - Big Lots Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Semiconductors, Investing Strategy, ILPT - Industrial Logistics Properties Trust, E - ENI S.p.A. ADR, EQIX - Equinix Inc.
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Transcript
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| 0:00.0 | Now, I'm this Invest Talk Podcast. Justin Klein listens to your questions and provides |
| 0:09.3 | unbiased answers. |
| 0:11.2 | Whereas large industrials, they tend to have in flow with corporate R&D, corporate |
| 0:17.1 | cap-ac spending, etc. and GE is certainly along the lines of that. |
| 0:21.2 | The chart is definitely the downtrend and it's definitely not cheap enough yet. |
| 0:26.4 | Invest Talk, over 43 million downloads and counting. Your participation makes it unique. |
| 0:34.7 | 888-99 chart. |
| 0:41.3 | This is Invest Talk, independent thinking, shares success. Justin Klein and Steve Peasley |
| 0:48.2 | stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:55.1 | The chart is made possible by KPP Financial, a registered investment advisor firm, serving |
| 1:00.5 | clients throughout the United States. The clarity for your path forward starts now. |
| 1:07.7 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 1:15.4 | Good afternoon fellow investors and welcome back to Invest Talk. This is our Thursday, July |
| 1:21.0 | 21st, 2022 edition. I'm Justin Klein and I'm excited for this hour with you answering |
| 1:26.8 | your questions and giving you my straight forward and unbiased answers, giving you some |
| 1:32.6 | perspective of over 20 plus years of investment experience and studying many, many, many cycles |
| 1:38.8 | in the past. I'll give you the data that I have in front of me as well to help distill and |
| 1:45.0 | give some context to what's happening in today's market. |
| 1:49.4 | Today's Invest Talk is different than the past several decades. We know we have higher |
| 1:54.0 | inflation, we have geopolitical concerns, we have ESG which we're going to get to today |
| 2:00.2 | a little bit and all of this brings different challenges and different opportunities in the market. |
| 2:05.0 | So my goal is to help you unpack all of them and help you take that next step in your journey towards |
... |
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