Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 February 2025
⏱️ 50 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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. |
| 0:05.9 | Remember, the InvestTalk phone lines never close. |
| 0:09.7 | Please call with questions. |
| 0:11.3 | 888-99 chart. |
| 0:13.4 | 888-99, C-H-A-R-T. |
| 0:17.3 | They will be played and answered on an upcoming InvestTalk podcast. This is Glenn in San |
| 0:24.3 | Francisco. I'm a relatively new listener, but learning a lot. So thanks for what you're doing. |
| 0:30.2 | My question is about trend following. If I'm following a stock and it starts to move up above |
| 0:36.8 | its 200-day moving average. |
| 0:39.0 | What strategy do you recommend if I'm looking to buy that stock or ETF? |
| 0:44.4 | Do I jump on it right away? |
| 0:46.5 | Do I wait a few days, make sure it maintains that level? |
| 0:50.1 | Do I look at other indicators? |
| 0:51.6 | What's your recommendation there? |
| 0:53.1 | Look forward to hearing the answer. |
| 0:54.3 | Thank you. This is a tough one? Look forward to hearing the answer. Thank you. |
| 0:55.0 | This is a tough one because it's not a simple answer. |
| 0:58.2 | You know, this is the 200-day moving average is the standard long-term moving average that kind of marks that the price trend is higher over the last year. You have roughly 200 days in a calendar |
| 1:16.8 | year when it comes to trading and a little bit more. Yeah, I understand that. But 200 is kind of that |
| 1:22.1 | standard number. I like to look at it more like if it closes multiple weeks above the 200 day. |
| 1:29.1 | So I would probably wait for that. |
| 1:31.8 | And I would also make sure that it's above all the major moving averages. |
... |
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