The American Supply Chain Renaissance
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 December 2025
⏱️ 48 minutes
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Summary
We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring and nearshoring... in order to prioritize speed and proximity in manufacturing.
Today's Stocks & Topics: Novo Nordisk A/S (NVO), Market Wrap, Sterling Infrastructure, Inc. (STRL), Safe Haven Investment, Dow Inc. (DOW), “The American Supply Chain Renaissance”, Rio Tinto Group (RIO), The Private Loan Market, StartEngine, TETRA Technologies, Inc. (TTI).
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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 |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.5 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:39.4 | This is our Thursday, December 4th, 2025 edition. |
| 0:44.2 | I can't believe it's already Thursday. |
| 0:46.1 | It's been such a crazy start to the final month of this year. |
| 0:51.0 | And, you know, we already started thinking about RMDs and you know what to do to kind of button |
| 0:57.2 | up 2025 that means you know we're heading into the new year very very soon and uh usually with new |
| 1:04.7 | year comes new trends new realities on the ground uh both in markets as well as in business. So our job here is to |
| 1:13.2 | unpack it all for you each and every day. And we mainly do that by answering your finance |
| 1:18.3 | and investment questions, bringing you data, perspective, developed over 25 years of investment |
| 1:24.4 | experience. Now, in addition to our daily show, we also host webinars |
| 1:30.4 | from time to time. We do have one coming up on Tuesday, December 9th from 11 a.m. to 12 p.m. Pacific |
| 1:36.4 | time. So it's one hour. The first half hour is going to be dedicated to your end tax toolkit, |
| 1:41.6 | talking about that RMD planning, not just about today. |
| 1:44.9 | This isn't just, oh, what should you do between now and the end of the year? |
| 1:48.0 | No, this is really holistic understanding how taxes impact your investment strategy |
| 1:55.2 | as well as your long-term plan and things you can do to mitigate taxes. |
| 2:00.1 | Nobody likes paying the tax man, |
| 2:02.2 | but also do it in a way that also accomplishes a goal. It's not just about saving on taxes, |
... |
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