Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 March 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.
Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.
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 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:34.4 | Good afternoon, fellow investors, and welcome to the Friday, March 13th, 2026 edition of Invest Talk. |
| 0:44.2 | Now, hopefully, none of you are too superstitious, for those of you who didn't get it, Friday the 13th. |
| 0:51.0 | But that doesn't change. We have another exciting show for you today. |
| 0:55.3 | We'll be running down the developments in the market, as well as answering your finance |
| 1:01.1 | and investment questions. |
| 1:02.4 | So to that end, before we talk about today's market performance, before we get to those |
| 1:07.3 | show topics, let's tackle this caller question now. |
| 1:10.8 | Mark from San Diego, just wondering about soil, S-O-I-S. get to those show topics. Let's tackle this caller question now. |
| 1:15.1 | Mark from San Diego, just wondering about soil, S-O-I-L, |
| 1:19.8 | it's an E-T-F that does fertilizer agricultural products. |
| 1:22.7 | Is it too late to get in at this point? |
| 1:24.6 | What's your thoughts? |
| 1:25.3 | Thanks. |
| 1:26.4 | I'll listen online. S-O-I-L was the Global Ex-Fertilizer Potash |
| 1:33.0 | E-TF. And the question is, given what we've been talking about, understanding that the |
| 1:40.8 | closure of the straight given the situation Iran, is not just about the effect |
| 1:46.4 | it's going to have on oil, but the effect it's going to have on components of fertilizer |
| 1:50.3 | as we approach the season when a lot of farmers are starting to utilize those things. |
| 1:54.7 | We've already seen the price of fertilizer for farmers even in the U.S. increase substantially. |
... |
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.