9-8-2021: How Do You 'Optimize' a Portfolio for the Real World?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 September 2021
⏱️ 46 minutes
🧾️ Download transcript
Summary
An author and psychologist have argued that portfolios which factor in HOW PEOPLE BEHAVE-- are better than portfolios perfected via spreadsheet.
Today's Stocks & Topics: PG - Procter & Gamble Co., QURE - uniQure N.V., Morgan Stanley, Income, NGVC - Natural Grocers by Vitamin Cottage Inc., VZ - Verizon Communications Inc., Shipping and Logistics, DAC - Danaos Corp., BBY - Best Buy Co. Inc., JBL - Jabil Inc., ASO - Academy Sports & Outdoors Inc., AL - Air Lease Corp.
TRIVIA QUESTION: "Can you describe the difference between a 401(k) plan and a 401(a) plan?"
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, on this Invest Talk podcast, Steve Peasley listens to your questions. |
| 0:07.0 | Hi, Steve Ingestin. This is Jeffrey calling from El Paso, Texas. |
| 0:11.0 | Can I get your thoughts on Air Least, Ticker, Alpha Lima? |
| 0:15.0 | And provides unbiased answers. |
| 0:18.0 | They lease the aircraft to airlines. |
| 0:22.0 | But they have to buy them. They have a huge debt. |
| 0:25.0 | Invest talk. Over 32 million downloads and counting. |
| 0:30.0 | Your participation makes it unique. |
| 0:33.0 | 88899 sharp. |
| 0:40.0 | This podcast is produced by KPP Financial, Steve Peasley president, KPP Financial. |
| 0:48.0 | Independent thinking, shared success. And out today's podcast. |
| 0:56.0 | Good afternoon, everybody. |
| 0:58.0 | Welcome to Invest Talk. It is Wednesday, September 8, 2021. |
| 1:03.0 | And Labor Day is in our rear mirror. What's your next holiday? |
| 1:07.0 | Oh, my favorite holiday to you. |
| 1:09.0 | Not Halloween. I don't think that's a holiday. |
| 1:11.0 | I don't think so. Thanksgiving. |
| 1:13.0 | My favorite holiday. |
| 1:15.0 | Anyways, can't look forward. Can't wait to have it. Come around. |
| 1:18.0 | I really love it. All kinds of family comes. |
| 1:20.0 | And I like the Ford Day weekend. |
| 1:23.0 | I still like it, even though it doesn't mean much to me to have those days off or anything. |
... |
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.