Global Divergence: Europe Stalls, US Chugs Along
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 December 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.
Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.
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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 |
| 0:12.2 | 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 Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.6 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.7 | This is our Monday, December 15th, 2025 edition of InvestTalk. |
| 0:46.9 | And we are hurling very fast towards Christmas and the new year. |
| 0:52.2 | A couple more trading weeks in 2025 and that means |
| 0:55.8 | we are now looking forward and you should always be investing is about looking through |
| 1:01.8 | the windshield not the rearview mirror and we can talk about 2025 and there was a lot of |
| 1:08.5 | interesting things to talk talk. But 2026 and how it unfolds, it matters a lot more. |
| 1:18.5 | So in this episode, we will be touching on where we are today in the broader economy and |
| 1:23.9 | what direction things are moving in for next year. |
| 1:28.5 | So we have a lot of topics on the docket, but most importantly will be the topics you bring to us. |
| 1:34.6 | Always. |
| 1:35.1 | Number one is what is on your mind. |
| 1:38.7 | And we take your calls 24 hours a day, seven days a week, but we love your live calls as well the number is |
| 1:45.9 | always 889 chart so you have a question right now any time the day or the week you can call us |
| 1:52.8 | okay 8899 chart that's the number also bring you some topics and some data that we think |
| 1:57.8 | will be important to your financial journey but ultimately this is about you and what's on your mind. |
| 2:06.2 | Now, quick heads up. |
| 2:07.6 | Something new, the first ever InvestTalk holiday special is coming out December 18th. |
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