Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 22 May 2026
⏱️ 46 minutes
🧾️ Download transcript
Summary
Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis.
Today's Stocks & Topics: AAON, Inc. (AAON), Market Wrap, Builders FirstSource, Inc. (BLDR), UFP Industries, Inc. (UFPI), Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth, When to Sell, Vanguard Total Stock Market Index Fund ETF Shares (VTI), Vanguard S&P 500 ETF (VOO), Mortgage Rates, Chord Energy Corporation (CHRD), The Wendy's Company (WEN), Bond Markets
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Transcript
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| 0:00.0 | This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. |
| 0:11.1 | Here's your host, Luke Guerrero. |
| 0:15.7 | Hey there, everybody, and welcome to the Thursday, May 21st, 2026 edition of Invest Talk. |
| 0:24.4 | I'm your host, Luke Guerrero, and I'll be with you of the next 55 minutes or so as we |
| 0:28.9 | dissect what went down in the market today and bring you the stories that matter. |
| 0:35.0 | To that end, before we talk about today's market performance and run down our |
| 0:38.9 | show topics, let's tackle this caller question now. I have a question about Aeon, ticker symbol, |
| 0:47.2 | A-A-O-N. I bought a small position in the high 70s. I would like to add to this position as a play on the growing demand for HVAC system. |
| 0:57.3 | What are your thoughts in general about the company as a long-term hold? |
| 1:01.4 | I would love to get a price point that you find attractive to buy some more. |
| 1:05.7 | Thank you and love the show. |
| 1:08.0 | Ticker A-A-O-N is Aeon Inc. It is a 10.9 billion dollar market cap company. |
| 1:18.9 | What they do is they manufacture commercial HVAC systems for rooftop units, air handlers, energy recovery units, but most importantly, |
| 1:31.8 | through its BassX segment, which is modular precision cooling, they make custom data center |
| 1:40.2 | cooling solutions. They were a first mover in high density liquid and air cooling for AI |
| 1:47.1 | GPU infrastructure. And so that has really helped them grow. In fact, revenue as of May 7th was up |
| 1:54.7 | 54.3% year over year, absolutely crushing estimates by about 30.4%. |
| 2:02.3 | Earnings per share, beat by about 65.5%. |
| 2:06.8 | Total backlog was up 107.4% year over year. |
| 2:11.8 | Those are all new records. |
| 2:14.5 | Now, at the same time, gross margin, down a little bit from 26.8 to 25.1, |
| 2:22.2 | but a lot of that was temporarily unabsorbed fixed costs from one of their new facilities. |
... |
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