7-25-2023 – Don’t Go Chasing Recent Returns
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 26 July 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
At least one market strategist is warning investors not to mistake performance for future returns.
Today's Stocks & Topics: Double Tree Capital, Commodities Prices, Secure Act 2.0, PYPL - PayPal Holdings Inc., ACCO - ACCO Brands Corp., HYGV - FlexShares High Yield Value-Scored Bond Index Fund, WST - West Pharmaceutical Services Inc., WW - WW International Inc., AZEK - AZEK Co. Inc., HES - Hess Corp., CHRD - Chord Energy Corp., MMM - 3M Co., BIG - Big Lots Inc.
TRIVIA: "Beyond establishing a successful business, WHAT is often a purpose (or an objective) of DISRUPTOR COMPANIES? AND-- can you name 2 prominent examples of very popular disruptor companies?"
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.4 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.4 | and share their unbiased answers. |
| 0:18.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.4 | clients throughout the United States. |
| 0:26.3 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:36.2 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.7 | It is Tuesday, July 25, 2023. |
| 0:45.8 | I'm Steve Peasley, I'm here to tell you with, become a better investor, I tell you that |
| 0:49.7 | every day. |
| 0:50.9 | I do that by giving you information and data that you want and need. |
| 0:57.0 | I have of course done that because I've been doing this, managing money for 50 years. |
| 1:04.3 | So I have quite a large experience base because not only do I manage stocks and bonds |
| 1:13.7 | and mutual funds and ETS, but also I have quite a bit of background in real estate. |
| 1:18.7 | I own a number of properties over the years, I only own one now, my home. |
| 1:24.2 | I sold all my properties way back in 2004, 2005, somewhere around there. |
| 1:31.5 | So I have a background in that as well if you need information. |
| 1:36.7 | Now with that said on today's podcast, I'm going to blend my comments with what you, |
| 1:43.7 | the listener, provide in the way of questions and topic selection. |
| 1:48.3 | So you kind of drive the show the direction you want to go with your questions and if |
| 1:52.8 | you only want to talk about stocks, that's what we'll talk about. |
... |
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