InvestTalk 5-13-2024 – Does Your Portfolio Need a Risk Audit?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 May 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
There are ways to identify the risks hiding in your portfolio.
Today's Stocks & Topics: CVS - CVS Health Corp., Market Wrap, ROCK - Gibraltar Industries Inc., Does Your Portfolio Need a Risk Audit, Material Sector, PICK - iShares MSCI Global Metals & Mining Producers ETF, IIPR - Innovative Industrial Properties Inc., Tariffs on China, CAN - Accenture PLC Cl A, AMC - AMC Entertainment Holdings Inc. Cl A, ACIW - ACI Worldwide Inc., Pandemic Era Winners.
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
| 0:00.0 | At a time when investors are confronted with market volatility and a variety of challenges |
| 0:09.8 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:17.0 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:26.0 | Invest Talk is made possible by KPP Financial, |
| 0:30.0 | a registered investment advisor firm, serving clients throughout the United States. |
| 0:36.0 | The clarity for your path forward starts now. |
| 0:40.9 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:47.0 | Good afternoon fellow investors and welcome back to Invest Talk. This is our Monday, May 13, |
| 0:55.0 | 2024 edition. I'm Justin Klein and here again on this Monday is Luke |
| 1:00.2 | Guerrero with us. Thanks for being here, Luke. Yeah, thanks for having me. Hope you had a relaxing weekend |
| 1:05.1 | or at least as relaxing a weekend as I did. I did. It was very relaxing. I am currently, and if anyone knows, |
| 1:12.3 | I'm recovering from minor foot surgery, some bone spurs in my toe that I had to get cleaned up. |
| 1:19.0 | So, toe spurs. |
| 1:20.0 | Toes spurs, there you go. |
| 1:22.0 | So by doctor's orders I definitely took it easy. But that doesn't stop me from being here and helping our listeners and that's what the goal is each and every week day is help you become a better |
| 1:35.8 | investor by giving you educational material as well as some perspective about over 20 plus years of investment experience. |
| 1:46.0 | And of course we do that by answering your finance and investment questions, |
| 1:50.0 | which you can call, you can leave a message. You can leave the comments in our |
| 1:54.3 | YouTube channel. There's so many ways to get your question to us and whatever way |
| 2:00.1 | works for you, we encourage it. Now we're going to talk about the market |
| 2:04.1 | performance for today and run down some show topics, but right after we tackle |
| 2:08.5 | our first caller question now. Hi, I own CDVS Stock shares and there was a recent decline in the stock. |
... |
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.