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InvestTalk

8-10-2023 – Is Capitulation at the Market’s Highest Levels Coinciding with a Subtle Shift in the Market Narrative?

InvestTalk

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

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

4.41.5K Ratings

🗓️ 11 August 2023

⏱️ 47 minutes

🧾️ Download transcript

Summary

More big-name investors have shuttered their bearish bets or changed their sad tune—even as the stock market has begun to edge lower.

 

Today's Stocks & Topics: Housing Markets, Earnings Report, Tax Credits, Student Loans, UPST - Upstart Holdings Inc., CCJ - Cameco Corp., Brokerage Accounts, KRP - Kimbell Royalty Partners L.P.



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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.

0:08.9

Just and client, Steve Peasley, stand ready to take your finance and investment questions

0:14.2

and share their unbiased answers.

0:17.6

Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving

0:23.2

clients throughout the United States.

0:26.1

The clarity for your path forward starts now.

0:30.4

Here is KPP Chief Executive Officer, Financial Advisor, Justin Clon.

0:38.2

Good afternoon fellow investors and welcome back to Invest Talk.

0:43.3

I'm Justin Clon and I'm excited for this hour as usual with you and to help you become

0:50.0

a better investor, to keep you focused on the facts, not the narrative, not the story,

0:55.9

but the facts and stories are fun, stories are interesting, but that's not what makes

1:03.9

businesses, that's not what makes good assets.

1:08.5

Sound economics, sound business models, that's what makes good investments.

1:14.8

So our job here is to prepare you for the reality.

1:20.4

The reality is likely different than what you hope it's going to be.

1:29.8

And therefore you have to adjust your expectations accordingly because we all wish Utopia, a world

1:44.2

how we imagine it to be so.

1:49.7

What the reality is, always different, I've learned that throughout my years is that what

1:55.9

you expect to happen, both in your personal life and the broader world is often different

2:04.8

than very different than you ever imagined.

2:07.4

I mean, how many people four years ago thought we were heading straight into a global pandemic

2:12.6

that would create so many social and economic problems, right?

...

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