InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 January 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.
Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.
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Transcript
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| 0:14.1 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:18.6 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. Invest Talk is made possible by KPP Financial, |
| 0:35.0 | a registered investment advisor firm, serving clients throughout the United States. |
| 0:40.0 | The clarity for your path forward starts now. |
| 0:45.0 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:52.0 | Good afternoon fellow investors. Klein. |
| 0:53.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Wednesday, January 24th, |
| 1:03.0 | and it being Wednesday, we have Luke Guerrero back with us. |
| 1:07.5 | Thanks for being here. |
| 1:08.5 | Thanks for having me. |
| 1:10.5 | And we're excited for this hour. |
| 1:13.0 | It's an hour about you and your questions, your concerns, |
| 1:18.0 | and ultimately your financial future. |
| 1:20.0 | So I'm Justin Klein and we're excited for this hour to answer those questions in an unbiased way. |
| 1:30.0 | Developed over 20 plus years of an investment experience. |
| 1:34.0 | Now we're going to talk about the market performance for today as well as run down some show topics, |
| 1:39.0 | but we're going to hit our first caller question now. |
| 1:42.0 | Hey, Justin, this is Randy from Florida. |
| 1:44.5 | Love the show. |
| 1:45.5 | Wanted to get your opinion on ticker symbol C-A-L-F, |
... |
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