meta_pixel
Tapesearch Logo
Log in
InvestTalk

InvestTalk 12-25-2023 – Best of Caller Questions

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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

4.41.5K Ratings

🗓️ 25 December 2023

⏱️ 49 minutes

🧾️ Download transcript

Summary

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.


Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.



Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

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

0:21.5

to take your finance and investment questions and share their unbiased answers.

0:27.1

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

This is a special Best of Collar Questions and Vest Talk Compilation Program.

0:50.0

Remember, the Invest Talk phone lines never close.

0:53.2

Please call with questions.

0:54.7

88899 chart. 88899,

0:58.8

CHART.

1:00.7

They will be played and answered on an upcoming Invest Talk podcast.

1:05.0

Welcome to Invest Talk.

1:07.0

Above average is resting for the average investor.

1:10.0

We try to bring you useful information and answer any questions you might have as long as their financial.

1:15.6

88899 charters our number. 888 92428.

1:20.6

Hi Steve and Justin, Luke, I would like to know what characteristics you look for

1:27.6

when doing a covered cost strategy I know that you had mentioned that you have done a cover cost strategy on buckle in the past.

1:38.0

And I was just wondering, like, what do you look for in stocks to do the cover cross strategy on.

1:45.0

Thank you for every being mentioned and I look forward to hand your answer on the

1:49.8

podcast. My name is Kyle and I'm from Michigan. Thanks. Bye.

1:55.0

Well, it's pretty simple. Do you do it on good companies?

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.