4.3 • 1.5K Ratings
🗓️ 17 May 2025
⏱️ 48 minutes
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The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains.
Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market’s Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.
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0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
0:12.1 | InvestTalk, independent thinking, shared success. |
0:17.8 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
0:27.2 | Here is KPP Financial portfolio manager, Luke Guerrero. |
0:33.8 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
0:38.8 | I'm Luke Guerrero, and it's Friday, May 16th, 2025. |
0:44.3 | Now, as we've made it through the first half of the month of May and also the first half of the second quarter of 2025, |
0:52.2 | nobody can accuse this year of being uneventful. |
0:58.2 | And so as we learn more about policy, about trade, about sentiment, about all these macro |
1:05.4 | data points that affect each and every company in which we invest, it's now more important than ever to stay focused. |
1:14.9 | Because although this year has brought fresh challenges, fresh volatility, things we had not seen, |
1:20.4 | really, maybe over the past couple years, maybe ever. |
1:25.2 | Certainly more changes, more turbulence is on the horizon. And so we here to InvestTalk hope that we contribute at least a small part in your journey to becoming a better and more informed investor. |
1:39.5 | Now, in order to do that, we bring to the table a mixture of educational items and actionable items, stories that we think are critical for you to hear and understand. |
1:47.5 | But most importantly, we answer your finance and investment questions through our voicemails, |
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1:58.2 | channel, and of course, through your live calls throughout the |
2:01.4 | show. |
2:02.7 | And because the most important part of this show is answering your questions before we run down |
2:07.0 | today's market performance, before I bring up those topics that I have for you today, let's |
2:12.0 | tackle this caller question now. |
2:14.4 | I wanted to get your thoughts on Dark Ninja, ticker symbol Sierra Nancy S.N. I wanted to see what you |
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