Are Home Prices and Mortgage Rates Creating a Housing Crisis?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 March 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real estate investors and homebuyers are navigating unprecedented uncertainty in what's typically the industry's strongest season.
Today's Stocks & Topics: PFE - Pfizer Inc; PTLO - Portillos Inc; NGVC Natural Grocers by Vitamin Cottage Inc; ISOP; ACIC -
American Coastal Insurance Corp; a question from our YouTube channel viewers: MOS - Mosaic Company; plus Luke's market wrap, Luke’s metals, oil, and Luke's talking points: 'Global Shipping Crisis' and US-China Trade'; Tariff Anniversary.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:12.6 | Independent thinking, shared success. |
| 0:17.7 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.4 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.9 | Good afternoon, fellow investors, and welcome to the Friday, March 27th, 2026 edition of InvestTalk. |
| 0:44.0 | I'm your host over this next hour before we head off into the sunset into the weekend, |
| 0:48.9 | and we have yet another great show scheduled for you today. |
| 0:55.0 | As always, the objective of this podcast is to help make you a better and more informed investor. |
| 1:01.0 | And so in order to do that, we will talk about today's market performance. |
| 1:05.0 | We will run down those show topics that we have for you all. |
| 1:09.0 | But first, let's tackle this caller question. |
| 1:13.1 | Hey, Justin, Luke. I'm calling today about Pfizer, take your PFE. I'm trying to consolidate my portfolio, |
| 1:19.7 | but I'm wondering if I should hold under this one. I'm up 10% have not held it for too long, |
| 1:24.7 | but I think I may keep it as sort of a defensive stock. It is hanging in there year-to-date. |
| 1:28.9 | Let me know your thoughts. |
| 1:29.8 | Thank you very much. |
| 1:30.4 | Appreciate the show. |
| 1:31.2 | Bye. |
| 1:32.4 | Pfizer is, of course, a global biopharmine. |
| 1:36.0 | They specialize in oncology, vaccines, inflammation, rare diseases, and more recently COVID products. |
| 1:47.6 | It's roughly $150 billion market cap company, and over the past year, it's ranged between about $20.90 per share and $27.94 per share, |
| 1:55.3 | settling out today at 2704. Now, last quarter, Q42025 revenue, revenue about 17.6 billion. It was a beat. Adjusted earnings |
... |
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