InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 January 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider.
Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent Thinking Share Success. |
| 0:08.0 | Justin Klein and Steve Heasley stand ready to take your finance and investment questions and share their |
| 0:15.1 | unbiased answers. |
| 0:17.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:35.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.0 | It is Wednesday, January 3rd 2024. |
| 0:46.2 | We are done with the second trading day of the new year |
| 0:49.7 | but it is the first show of the year to feature our friend Luke Gerero. |
| 0:55.2 | Thanks for being back with us Luke. |
| 0:56.8 | Thanks for having me in 2024. |
| 0:59.2 | Yeah, exciting times and as usual, we are here to help you, our listeners, take that next step in your |
| 1:07.0 | financial journey. And we do that by answering your finance and investment questions and bringing you topics and data |
| 1:15.6 | that we think are important for you to consider when making your investment decisions and |
| 1:26.6 | The overarching goal will be to give you the tools not just one piece of data not just perspective on one company or one sector but really the tools for you to make |
| 1:37.9 | good decisions with your money consistently throughout your life and we're going to do that one step at a time one show at a time one hour at a time so we're going to run down some show topics as well as the market performance for today but right after we answer our first caller question now. |
| 1:54.3 | Hey, Steve and Justin, thanks for taking my call. |
| 1:57.4 | I'm not wanting to hear what you all have to say about them, ZIM integrated shipping services. |
| 2:05.0 | Just wanted to hear you been on the stock. |
| 2:10.0 | All right, this is Zimmer holders. |
... |
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