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InvestTalk, independent thinking, shared success.

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

Here is KPP Financial portfolio manager, Luke Guerrero.

Good afternoon, fellow investors, and welcome back to Invest Talk.

My name is Luke Guerrero.

Today is Friday, October 10th, 2025.

And, man, saying that it is already October, frankly, it's pretty crazy.

Time is racing.

Now, in just under an hour, we can all start our weekend. Certainly, that is when my work week ends. But before we get there, we have some work

to do. Until today, until recently, volatility a bit lower.

The market directionally bound upward, but big moves today, moves that I don't think

you should have not seen coming, particularly if you've been listening to this show.

And so we hear at InvestTalk, think, strive to achieve the objective of helping make you a better and more informed investor, because unless you can understand these market dynamics and how they drive your portfolios, you are lost out there.

Now, as always, we have a mixture of educational items and actionable material to bring to

you today, but being that the most important part of this show is answering your finance and

investment questions. Before we talk about today's market performance and run down those topics,

let's tackle this caller question now. Hey, guys, just call them to ask about your thoughts on the Carlisle Group, ticker symbol, C.G.

Just looking at it for a long-term hold.

Looks to be at a pretty attractive price.

Just want to get your guys' thoughts. Thanks.

The Carlisle Group, ticker CG, is a major global alternative asset manager. It invests across private equity and credit and real assets and some pretty bespoke investment solutions. So the firm earns its money as any other asset manager would through its management fees, through its performance fees called

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