The "Insurance" Inflation Spike
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 February 2026
⏱️ 46 minutes
🧾️ Download transcript
Summary
New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.
Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The 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 |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.8 | Good afternoon, fellow investors, and welcome back to InvestTalk. This is our February 2nd, |
| 0:40.6 | 2026 edition and a lot is happening in markets. We are seeing gold and silver pullback. We have |
| 0:47.7 | geopolitical volatility. We have domestic volatility. We have some AI deals that some are falling through and a lot of volatility |
| 0:57.6 | in that market as well. But this show is really about you. We can talk about all of this and |
| 1:04.2 | much, much more on today's show. But ultimately, it's up to you to give us a call and let us know |
| 1:10.5 | what's on your mind if you want |
| 1:12.1 | something discussed I'm happy to dig into it but once again we love and encourage your call |
| 1:20.6 | so we'll be answering a lot of those on this hour so that we can help you become a better |
| 1:26.6 | investor now in the next hour, we're going to, |
| 1:31.2 | we're going to cover a lot, hopefully. And number one, we're going to take a look at the broader |
| 1:38.3 | markets and market performance. We want to run down the show topics. But as usual, tackle this |
| 1:43.3 | caller question first. |
| 1:46.8 | Hey, Investalk, I recently opened a position in BWXT. |
| 1:51.0 | And in researching that company, I came across another one, Woodward, WWD, |
| 1:55.9 | and wanted to see what you guys thought about this. |
| 1:58.5 | And I wanted to know what you guys thought about the fundamentals and what a good entry point price would be thanks again taking a look at woodward |
| 2:07.6 | w w wd is the symbol it's about a 20 billion dollar name and that's because it has rallied |
| 2:13.8 | considerably over the past couple of years back in mid--20203, it was trading around $100 per share. |
... |
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