InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 6 April 2024
⏱️ 42 minutes
🧾️ Download transcript
Summary
First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.
Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.
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Transcript
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| 0:00.0 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, |
| 0:14.1 | 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 |
| 0:25.7 | answers. |
| 0:27.3 | This is Invest Talk. |
| 0:29.5 | Independent thinking, shared success. |
| 0:32.2 | 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 and welcome back to Invest Talk. |
| 0:57.0 | Today is Friday, April 5, 2024, the first Friday of April, the first Friday of April, the first Friday of Q2 and what an exciting first week it's |
| 1:04.5 | been and we're gonna talk about that and we're also going to run down some show |
| 1:08.8 | topics later and answer your questions but first let's get to the thing that has been exciting both me and |
| 1:14.4 | Justin everybody at Invest Talk everybody at KPP Financial over the past couple |
| 1:18.5 | weeks and that is the Invest Talk Market Madness. |
| 1:23.3 | And I am Luke Guerrero to talk to you about all of these things. |
| 1:30.4 | So let's get to our winners of today and I bring them to you with a heavy heart because if you've been listening you know |
| 1:37.2 | But I have been rooting for Corin and Maine but Corinne main unfortunately or fortunately depending on your bracket fell today to |
| 1:46.2 | cytokinetics that by the med tech company and cytokinetics will be facing off |
| 1:51.9 | against equitable holdings on Monday and we'll preview that |
| 1:55.9 | matchup a little later on. |
... |
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