Strategic Interdependence Is Rewiring the Global Economy
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 16 August 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience.
Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time to Buy Stocks?, ADBE - Adobe Inc., KPP Newsletter, Tariffs and Inflation, BRY - Berry Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, EBAY - EBay Inc., CAH - Cardinal Health, Inc., Housing Market.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:13.6 | Independent thinking, shared success. |
| 0:18.0 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients |
| 0:25.2 | throughout the United States. Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:36.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. I'm Lou Guerrero, and today is |
| 0:41.8 | Friday, August 15th, 2025. The 15th is the 16th. Who knows? 15th it is, which means we are |
| 0:51.9 | officially halfway through the month of August. |
| 0:56.6 | And unfortunately, you hate to be the bearer bad news here, summer is almost over. |
| 1:02.0 | So as your kids go back to school, as things get to be in the full swing of life, |
| 1:07.7 | it becomes more and more difficult to pay attention to the all that is happening around us. |
| 1:11.6 | And so we here at InvestTalk, see our mission is helping you sift through the noise, find out what matters, |
| 1:19.6 | with the goal being making you a better and more informed investor. |
| 1:26.6 | Now we do that by bringing some educational items |
| 1:29.3 | and some actionable material to the table each and every day, |
| 1:33.3 | five days a week, but the most important part of this show, |
| 1:36.3 | because after all, it is about you, |
| 1:39.3 | is answering your finance and investment questions. |
| 1:42.3 | To that end, before we talk about today's market performance |
| 1:46.1 | and run down those show topics, let's tackle this caller question now. |
| 1:50.3 | Hey, Justin Alouk. This is Rico from New York. I'm calling just to hear your opinions on the |
| 1:55.0 | company FISA, ticker symbol FI. It's at a very low valuation right now. I was wondering |
| 2:00.7 | what the long term, how a business model will serve long term. |
... |
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