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InvestTalk

9-23-2022 – Is Thematic Investing Something You Should Consider?

InvestTalk

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

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

4.41.5K Ratings

🗓️ 24 September 2022

⏱️ 47 minutes

🧾️ Download transcript

Summary

Thematic investing is a type of investing approach that prioritizes trends predicted to be successful over the long term instead of investing in specific companies or sectors.

 

Today's Stocks & Topics: U.S. Manufacturing, Goldman Sachs Cuts 2022 Target for S&P 500, 30 Year Fix Mortgages, Income Classes, HLLY - Holley Inc., BHP - BHP Group Ltd. ADR, Life Insurance, PBR - Petroleo Brasileiro S/A ADR, LPI - Laredo Petroleum Inc., HZO - MarineMax Inc., AWK - American Water Works Co.

 

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.



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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.

0:09.1

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

0:14.2

and share their unbiased answers.

0:17.9

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.

0:30.6

Here is KPP Financial President, financial advisor Steve Peasley.

0:35.7

Good afternoon everybody and welcome to Invest Talk.

0:39.8

It is Friday, September 23, 2022 and of course that means we're in fall, doesn't fall

0:47.6

summer end on September 21st, but I think we're in the fall already.

0:53.6

We've five more trading days in the third quarter and then we'll be in October.

0:59.1

Of course that clearly is fall.

1:01.9

And of course the holidays are just around the corner, but I think you'll like them better

1:07.1

if you're confident in what paying attention and what your portfolio is doing.

1:12.4

We're in a bear market, we've been in a bear market all year, but it's likely we will

1:16.5

continue to be in a bear market.

1:19.2

The Federal Reserve bumped another three quarters percent up and said that they're not done

1:25.8

yet.

1:26.8

I mean, they're still on the war path on inflation.

1:31.0

So it's not going to stop.

1:35.2

I can't see the market putting together a bowl phase, just change from bear to bowl until

1:43.4

the Fed is done or close to being done raising rates.

...

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