The "Cyber" Supercycle: The New Utility
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 January 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.
Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.
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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 | Invest talk 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. |
| 0:37.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Friday, January 16th, 2025 edition of InvestTalk. And it was quite the day in markets. A lot happened. There's a lot going on with the Fed. a lot of news around who the next Fed chair might be. |
| 0:57.1 | Is that going to be good or bad for markets? We'll look at that. We also have some economic news around |
| 1:02.1 | industrial production and housing market index. So we'll discuss that a little bit as well. But |
| 1:08.6 | most importantly, it'll be about you. What's on your mind? |
| 1:12.7 | What do you think about the new Fed chair? |
| 1:29.5 | Do you think this is good for the markets or bad? We'd love to hear about that. I'd love to hear what you think about the economy. What sectors are you looking at? What questions do you have about them? We're here for all of it. We're here to help you become a better investor, mainly by answering your finance and investment questions. |
| 1:29.7 | So with that said, let's get to it. |
| 1:34.0 | As usual, we'll tackle a first caller question now, right? |
| 1:37.5 | And then after, we will go over the market performance and run down the show topic. |
| 1:42.3 | So let's tackle that caller question. |
| 1:44.4 | This is James from George. I was calling about SkyWorks. That's ticker SWKS. It's been down, |
| 1:51.0 | so I'm curious, do I need to get out of this? Should I maybe buy some more? I'm curious |
| 1:55.8 | your analysis. If you could please advise, I'll listen on the show. Thanks. |
| 2:00.6 | Are looking at SkyWorks Solutions, SWKS is the symbol about that you can please advise. I'll listen on the show. Thanks. |
| 2:02.7 | All right, looking at SkyWorks Solutions. |
| 2:05.9 | SWKS is the symbol, about 5% dividend yield. |
| 2:07.6 | A lot of people might get excited about that. |
| 2:13.2 | However, as I always say, it's about the business trends, business prospects. |
... |
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