8-7-2023 – Bad Timing Costs Investors One-Fifth of Their Funds’ Returns
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 August 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
One study has determined that investors have enjoyed greater success by favoring simpler solutions.
Today's Stocks & Topics: U.S. Fiscal Policy, Inflation Data, A-I Companies, BJ - BJ's Wholesale Club Holdings Inc., GOLD - Barrick Gold Corp., DIS - Walt Disney Co., SSNC - SS&C Technologies Holdings Inc., ALB - Albemarle Corp.
Justin's PERSPECTIVE looks at 'select historical data' from the market index we know as the Dow Jones Industrial Average.
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 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.2 | This is Invest Talk, independent thinking, shared success. |
| 0:32.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, just in climb. |
| 0:53.1 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 0:57.2 | This is our Monday, August 7, 2023 edition. |
| 0:59.9 | I'm Justin Klein, and I'm excited for this hour with you today as we power through the |
| 1:05.9 | month of August. |
| 1:06.9 | I know it's hot out there for a lot of people, and the second half of the year is often |
| 1:13.2 | pretty hot for markets, and I say hot, meaning there's a lot of investors are sweating, |
| 1:19.6 | and that often is because there's more volatility in the back half of the year. |
| 1:22.8 | Historically, seasonality, that's where liquidity is a bit chopier, and that's just to manifest |
| 1:29.6 | the markets. |
| 1:31.8 | You have to be prepared for that. |
| 1:33.6 | It doesn't mean that you sell everything, so many people get into this fallacy of becoming |
| 1:40.4 | black or white that happens within politics too often, but happens in markets as well. |
| 1:46.1 | Should I sell it, should I buy it, should I short it? |
... |
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.