The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 April 2026
⏱️ 46 minutes
🧾️ Download transcript
Summary
Despite an Iran war, a Hormuz blockade, oil topping $100, and failed peace talks, the stock market has shown remarkable resilience — leaving many investors puzzled and cautious in equal measure. We dig into what's really holding markets up and whether this resilience is a sign of strength or dangerous complacency.
Today's Stocks & Topics: TransMedics Group, Inc. (TMDX), Arxis, Inc. Class A Common Stock (ARXS), Market Wrap, Carriage Services, Inc. (CSV), Addus HomeCare Corporation (ADUS), National HealthCare Corporation (NHC), The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos, Universal Display Corporation (OLED), Oracle Corporation (ORCL), US Jobless Claims, Cavco Industries, Inc. (CVCO), U.S. Day Trading Rules.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:13.2 | Independent thinking, shared success. |
| 0:17.6 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, |
| 0:24.0 | serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:34.9 | Good afternoon, fellow investors, and welcome to the Thursday, April 16th, 2026th edition of Invest Talk. |
| 0:46.3 | I'm your host, Luke Guerrero, and I'll be with you for the next hour when we dive into what happened in the market today and bring you a bunch of important stories |
| 0:57.2 | you need to know. That being said, before we do all of those things I just mentioned, let's tackle |
| 1:03.5 | this caller question now. Hi, Justin and Luke. This is Andrew. I appreciate everything you do. |
| 1:08.9 | Calling to ask about a stock called Transmedics, the stack ticker TMDX. |
| 1:13.8 | They're in the organ care transportation industry. |
| 1:17.1 | They provide the end-to-end services, everything from harvesting to transportation. |
| 1:23.2 | Just kind of wondering what your thoughts are on the overall future of the stack. |
| 1:25.9 | I've taken profit along the way, but still pretty big percentage of my portfolio. |
| 1:30.2 | So just be curious what you guys think about the stock and I'll be listening on the show. |
| 1:33.8 | Thanks. |
| 1:35.9 | TMDX, which is Transmedics Group Inc. |
| 1:38.9 | is a $4 billion medical technology company that focuses on the commercialization of organ care |
| 1:47.4 | system. So they have a portable profusion platform that keeps donor hearts, donor |
| 1:52.0 | livers, donor lungs viable outside of the body. Last quarter, it looks like revenue was up |
| 1:58.0 | 32% year over year, beat by about 3%. Earnings year over year beat by about 3%. |
| 2:01.2 | Earnings per share beat by about 40%. The full year 2025 revenue was up 37% year over year. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.