8-2-2021: Could Higher Inflation Benefit Financial-Services Companies?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 August 2021
⏱️ 46 minutes
🧾️ Download transcript
Summary
After the recent increase in stock prices, the median North American financial sector stock trades at a 10% premium to its fair value estimate.
Today's Stocks & Topics: SCHW - Charles Schwab Corp., Environmental, Social, and Governance (ESG), Wages, MGA - Magna International Inc., Roth I-R-A, LVS - Las Vegas Sands Corp., INFL - Horizon Kinetics Inflation Beneficiaries ETF, BIG - Big Lots Inc., SAM - Boston Beer Co. Cl A, SWBI - Smith & Wesson Brands Inc., GM - General Motors Co., GOLD - Barrick Gold Corp., NTDOF - Nintendo Co. Ltd.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Now, a Miss Invest Talk podcast, Justin Klein, listens to your questions. |
| 0:07.0 | Hi, this is Jeff from Bloomington, Illinois. |
| 0:09.0 | I presently own Las Vegas Sands, ticker symbol LVS. |
| 0:14.0 | I'm wondering if I just get out due to the delta variant, but my money somewhere else. |
| 0:19.0 | And provides unbiased answers. |
| 0:21.0 | Well, I think you answered your question. |
| 0:23.0 | If you're willing to be patient and longer term, Las Vegas Sands in Macau in general |
| 0:29.0 | is likely to come back. |
| 0:31.0 | Invest talk. |
| 0:32.0 | Over 32 million downloads and counting. |
| 0:35.0 | Your participation makes it unique. |
| 0:38.0 | 8099 sharp. |
| 0:46.0 | This podcast is produced by KPP Financial, Steve Peasley President, KPP Financial, |
| 0:54.0 | Independent Thinking, Shared Success, and out today's podcast. |
| 1:01.0 | Good afternoon fellow investors and welcome to Invest Talk. |
| 1:07.0 | This is our Monday, August 2, 2021 edition. |
| 1:11.0 | Thank you all for tuning in. |
| 1:13.0 | I know you all are pretty busy. |
| 1:15.0 | It is summertime. |
| 1:17.0 | Lots of vacations going on. |
| 1:19.0 | And probably less focus on the market. |
| 1:23.0 | Often times why the markets tend to meander in the summer of months, less people involved. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.