InvestTalk 5-16-2024 – Beyond Efficiency, Are the Markets Sensible?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 May 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
Sometimes the financial markets do cross the sensibility line, but it is difficult to profit from that knowledge.
Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., Market Wrap, MSCI - MSCI Inc., BROS - Dutch Bros Inc., Beyond Efficiency, Are the Markets Sensible?, I-R-As, AON - Aon PLC, RLI - RLI Corp., “Soft Landing”, BELFB - Bel Fuse Inc. Cl B, INTC - Intel Corp., CB - Chubb Ltd., VITL - Vital Farms Inc., The Consumer Financial Protection Bureau.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, this is Invest Talk, above average investing for the average investor. |
| 0:17.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial portfolio manager Luke Guerrero. Good afternoon fellow investors and welcome back to Invest Talk. My name is |
| 0:38.2 | Luke Guerrero and today is Thursday May 16th 2024 which means not only are we halfway through May, we are officially halfway |
| 0:46.6 | through the second quarter of 2024. |
| 0:50.0 | What a second quarter it has been? |
| 0:51.6 | Earnings have come in a little bit higher |
| 0:53.9 | than some people have expected. |
| 0:55.2 | Inflation seems to be, perhaps, |
| 0:57.8 | back in a downward trend, |
| 0:59.9 | and the labor market and the economy as a whole |
| 1:02.2 | seems to be slowing. |
| 1:05.0 | Now other than that, and other than info on what has happened in the market today |
| 1:09.0 | and some stories that I found particularly interesting that I'm going to bring to you a little bit later. |
| 1:14.8 | We're going to hopefully talk to some of you live and certainly answer your voicemail questions, |
| 1:19.5 | your iTunes review questions, and your YouTube questions. |
| 1:23.0 | With that being said before we talk about market performance for the day |
| 1:26.0 | and run down those show topics that I briefly mentioned we will touch on. |
| 1:30.0 | We want to tackle our first caller question now. |
| 1:33.0 | Hey guys, this is John from Atlanta Cullen. |
| 1:36.0 | I just wanted to see if you could take a look at Sprouts for me, SFR, |
... |
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