China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 May 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
While Western nations grapple with the fallout from the Iran conflict, China's clean tech exporters are cashing in, and its industrial profits are still growing — all while Beijing quietly expands its economic pressure toolkit under cover of a trade truce with Trump. We unpack China's strategic positioning and what it means for global trade and US investors.
Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, Welltower Inc. (WELL), China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage, WEC Energy Group, Inc. (WEC), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Chevron Corporation (CVX), Oil Mayors, KPP Newsletter, Kimbell Royalty Partners, LP (KRP), Intel Corporation (INTC).
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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. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk 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. |
| 0:34.5 | Good afternoon, fellow investors, and welcome to the Friday, May 1st, 2026 edition of Invest Talk. |
| 0:44.3 | I'm your host, Lou Guerrero, and I'll be with you over the next 50 minutes or so as we round out those important stories of the week. |
| 0:51.6 | Because tomorrow is finally the weekend, and hopefully you have some peace and |
| 0:55.7 | quiet to relax to recuperate but also to head over to invest talk.com and sign up for our new |
| 1:03.0 | invest talk wealth webinar because this is the last weekend for you to sign up. |
| 1:10.0 | This wealth webinar will take place on Wednesday, May 6th at 1 p.m. Pacific |
| 1:16.4 | time. It is as always free. All you need to do is register. During this webinar, Justin and I will be |
| 1:24.4 | talking about a topic that has been haunting investors for quite some |
| 1:28.6 | time now, and that is inflation. We'll go over how you can position your portfolio, where to find |
| 1:34.9 | value, and the ways that you can protect yourself in an inflationary environment. As always, |
| 1:42.3 | we'll answer your live questions afterwards. Justin and I cannot wait to see you there. |
| 1:48.5 | All right. In just a bit, we'll talk about today's market performance and run down our show topics, but why don't we kick it off by answering this caller question now? |
| 1:57.5 | Hi, thanks for the show, guys. Learn a lot. Anyway, I just wanted to ask about PIMCOD dynamic income fund, |
| 2:04.1 | PDI. It seems like it pays around 15%, and I'm just wondering if you're in for the dividend only, |
| 2:11.6 | that's not a pretty good play. I'd like to get your advice. Okay, thank you. The PIMCode Dynamic |
| 2:17.1 | Income Fund is a non-diversified, |
| 2:21.1 | closed, and fund. What they do is they try and seek current income and yield. Now it is |
| 2:28.9 | actively managed, is run by PIMCO, and it's focused on mortgage-backed securities, |
| 2:33.6 | on high-yield bonds, |
... |
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