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InvestTalk

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

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

4.41.5K 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

Click on a timestamp to play from that location

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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