Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 April 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in.
Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trump and the Economy, Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?, VanEck Alternative Asset Manager ETF (GPZ), Medtronic plc (MDT), Abbott Laboratories (ABT), Jobs and Immigration Crackdown, Algonquin Power & Utilities Corp. (AQN), The Home Depot, Inc. (HD), The Global Economy.
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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. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.1 | Good afternoon, fellow investors, and welcome to the Thursday, April 23rd, 2026 edition of InvestTalk. |
| 0:42.8 | Now, before we get started, I want to point out that it is time again for one of our most popular events, a new InvestTalk Wealth webinar. |
| 0:51.7 | As always, it's happening online. This iteration will be Wednesday, March 6th at 1 p.m. Pacific, just a little bit over two weeks |
| 0:59.3 | away. |
| 1:00.1 | This free webinar will focus on a topic that I think a lot of people are dealing with right now, |
| 1:04.5 | and that topic is inflation. |
| 1:06.9 | The new wealth webinar is titled How to Protect Your Portfolio from Inflation, Where to Allocate, What to Overweight, and How to Find Value. |
| 1:14.8 | So mark your calendar for Wednesday, May 6th at 1 p.m. Pacific. And don't forget, you need to register. |
| 1:20.2 | So head over to investstock.com to register now. |
| 1:24.6 | All right, in just a bit, we'll talk about today's market performance and run down our show topics. |
| 1:29.0 | But let's dive right into our first caller question. |
| 1:32.5 | Justin Luke calling in regards to core in Maine, picker symbol, CNM. |
| 1:40.5 | Been in a modest downtrend the last two years. |
| 1:45.2 | Seems like it could be picking up a good entry point to my portfolio, |
| 1:52.0 | like the name, like the sector. |
| 1:54.6 | What do you think about starting a position in this industrial pipeline company? |
| 2:05.6 | Thank you. Now, I remember Corn, Maine, which is the St. Louis-based specialty distributor of water, wastewater, and storm drainage as one of the |
| 2:11.3 | powerhouse names, I believe in our first invest-hawk market madness. It was the dark horse. It went further. It was a |
| 2:19.7 | Cinderella story. And now the company is about $9.5 billion, turning about $48 per share. |
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