Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 December 2025
⏱️ 51 minutes
🧾️ Download transcript
Summary
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.
Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.
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 | This is a special Invest Talk, best of caller questions compilation program. |
| 0:06.0 | Remember, the InvestTalk phone lines never close. |
| 0:09.8 | Please call with questions. |
| 0:11.0 | 888-99 chart. |
| 0:13.5 | 888-99 C-H-A-R-T. |
| 0:17.4 | They will be played and answered on an upcoming InvestTalk podcast. |
| 0:22.2 | Let's go to a live call. |
| 0:23.5 | Richard and Santa Clarita wants to talk about strategy in case of a recession. |
| 0:28.0 | Yeah, hi, Justin. |
| 0:28.8 | Thanks for taking my call. |
| 0:30.3 | I'm a long-time listener, and I might make a few quotes. |
| 0:34.3 | I heard, you know, Steve say and some things you've said as well. |
| 0:38.2 | But in terms of preparation or portfolio preparations, I should say, for a possible recession, |
| 0:45.9 | upcoming recession, or at least a very strong pullback. |
| 0:49.0 | First of all, I know that Steve always said, you know, you might sell, do some trimming, take profits off the table, |
| 0:56.9 | you never get out of the market because you never know what's going to really happen. No |
| 1:00.9 | forecaster, you know, knows for sure. But one of the things to do, I would think, would be to |
| 1:08.1 | set up, you know, some dry powder, you know, cash. I remember during the COVID |
| 1:12.8 | recession, the short one, you know, was cash as king was the thing that was being said so much. |
| 1:18.9 | So my question would be, what do you think of the chances at this stage of a very strong |
| 1:24.7 | pullback recession? And if so, what percent of a portfolio should you have in cash that's ready to go? |
| 1:33.6 | Because when the market, you know, the market usually goes up that takes the stairs. |
... |
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.