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InvestTalk

Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 8 November 2025

⏱️ 49 minutes

🧾️ Download transcript

Summary

We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know. 

Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.



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Transcript

Click on a timestamp to play from that location

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.

0:17.9

Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:26.6

Here is KPP Financial portfolio manager, Luke Guerrero.

0:32.6

Good afternoon, fellow investors, and welcome back to Invest Talk. I'm Luke Guerrero, and today is

0:40.6

Friday, November 7th, 2025. Congratulations, we made it to yet another weekend, and what an

0:49.8

interesting week in markets it has been. We're moving quickly through the fourth quarter,

0:57.9

the holidays right around the corner, Thanksgiving, my personal favorite holiday. But in spite of that,

1:05.1

we cannot lose focus. And this week was a great example of why that is the case.

1:19.5

And so, here at InvestTalk, we see our objective, our goal for each podcast, each radio program,

1:25.8

each video we put out on YouTube, is to help you become a better and more informed investor.

1:30.0

We want to help you understand all of these things,

1:38.8

market dynamics, and how the news and what is happening outside affects your life. To that end,

1:43.7

we have a mixture of educational and actual material to go over today. And of course, your contributions in the form of questions and comments are always the most

1:48.4

important part of the InvestTalk mission.

1:52.6

So to that end, in just a bit, you're going to go over today's market performance and

1:57.1

run down those show topics.

1:58.6

But let's tackle this caller question now.

2:01.5

Well, my question is about Kimberly Clark, figure symbol KMB. I had them on my watch list.

2:06.9

They recently dropped down to about $120 a share, so I bought a partial position.

2:11.4

Then the news broke about their new acquisition. Some market clearly did not like.

2:16.6

So I was just wondering what you think about

...

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