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InvestTalk

7-25-2023 – Don’t Go Chasing Recent Returns

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K 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

Click on a timestamp to play from that location

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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