9-29-2023 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 September 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.
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Transcript
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| 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 decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk. |
| 0:29.3 | 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. |
| 0:45.2 | This is a special best of color questions and Invest Talk compilation program. |
| 0:50.0 | Remember, the Invest Talk phone lines never close, please call with questions, 888-99 |
| 0:56.1 | sharp, 888-99CH-ART. |
| 1:00.8 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.9 | Welcome to Invest Talk. |
| 1:07.4 | Above average is resting for the average investor. |
| 1:10.5 | We try to bring you useful information and answer any questions you might have as long |
| 1:15.1 | as they're financial. |
| 1:16.1 | 888-99 charters are number, 888-9924278. |
| 1:20.1 | Steve and Justin, this is Kevin, calling from Southern California. |
| 1:26.1 | I have a question about bond. |
| 1:29.0 | If I were holding a longer-term bond, whether they be surgeries or a corporate bond, and |
| 1:36.4 | when interest rates start going back down, how do you decide whether or not to assuming |
... |
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