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
4.4 • 1.5K 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
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| 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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