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InvestTalk

InvestTalk 5-2-2024 – Is It Easier Than Ever for Fund Investors to Build a Good Portfolio?

InvestTalk

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

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

4.41.5K Ratings

🗓️ 3 May 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today.

 

Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Trump Media & Technology Group Corp., Working from Home.



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Transcript

Click on a timestamp to play from that location

0:16.7

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.

0:18.8

Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their unbiased answers.

0:27.0

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.

0:40.8

The clarity for your path forward starts now.

0:45.0

Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein.

0:51.0

Good afternoon fellow investors and welcome back.

0:55.9

Welcome back to Invest Talk.

0:56.9

This is our Thursday, May 2nd, 2024 edition.

1:01.2

Happy post-fed day and a lot is happening in today's markets. You have

1:06.1

Apple earnings after hours and so much news is are probably crossing your your screens every single minute every single hour every single day and there's a lot to unpack and that's what we are here to help you with is to navigate these unusual times.

1:26.0

These, an era of higher inflation, higher market volatility, higher interest rate volatility, and fiscal

1:36.3

dominance a period of heavy government spending and ultimately that

1:42.1

manifests in higher nominal GDP growth, higher earnings, but also a more, in many ways confusing longer term perspective or a longer term projection for the overall economy.

2:02.0

So how do you balance kind of the longer term issues that continue

2:05.6

kind of build with shorter term trends and that's where to help you do. Time frame is very important. So many people ignore that. They think, hey, this is a good company, for example. And you've seen that lately with companies like Starbucks being down big and Nike and you know they have their issues near term and

2:29.4

But the question is will those iron out and eventually turn around and most likely they do.

2:34.9

So from a time frame perspective, they may not be great bias today for the next three, six months,

2:40.6

but you could argue their good bias for the next three, six years.

2:45.0

And you have to square those two things.

2:47.5

You have to be willing to handle the volatility of anything that you're buying.

2:56.0

Both the volatility expected over the near term and the long term.

...

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