New Year's Day - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 January 2026
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.
Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. Remember, the Invest |
| 0:07.2 | Talk phone lines never close. Please call with questions. 888-99 chart. 888-99 C-H-A-R-T. They will be |
| 0:17.8 | played and answered on an upcoming InvestTalk podcast. |
| 0:21.9 | Let's go talk to Sammy in San Francisco. |
| 0:24.6 | Want us to know my view on AI stocks in general. |
| 0:27.7 | Yeah. |
| 0:28.0 | Thanks, Justin, for taking my call. |
| 0:30.0 | Yeah, that's my question to you. |
| 0:31.6 | I mean, I'm seeing all these stocks, you know. |
| 0:34.7 | I'm in Skyrocket, right? |
| 0:35.9 | Almost every day now. |
| 0:37.1 | But from what I've read so far, I think most of the money is being made by these |
| 0:41.9 | infrastructure companies, which are trying to sell each other, these chips and whatnot, right? |
| 0:46.3 | The more infrastructure than the real business use cases where the real profits are going to come |
| 0:51.6 | from right in the long run. |
| 0:52.9 | So what's your take on the overall AI sector and more specifically the business use |
| 0:57.7 | cases? I have not seen any company monetized those in any meaningful way so far, but these |
| 1:03.4 | stocks like keep going up and up every day now. Yeah. What would you take? I think it's |
| 1:09.2 | absolutely a bubble that I can keep going. And to say it hasn't |
| 1:13.4 | been monetized in any reasonable way, I think that's not true. It has. They are pulling in |
| 1:19.6 | billions of dollars of extra in revenue. The problem is, is that they're spending hundreds of |
| 1:25.2 | billions of dollars now every year to support this, |
... |
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