9-23-2022 – Is Thematic Investing Something You Should Consider?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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