The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 April 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
The Iran crisis is forcing a fundamental reevaluation of global logistics and infrastructure investments as companies seek alternative supply routes. Shipping companies and logistics providers are adapting to new realities while infrastructure spending becomes increasingly strategic.
Today's Stocks & Topics: iShares Gold Trust (IAU), Market Wrap, Atlassian Corporation (TEAM), Winmark Corporation (WINA), Enel SpA (ENLAY), Berkshire Hathaway Inc. (BRK-B), The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities, Brown & Brown, Inc. (BRO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, The Bobby Bonilla Story.
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. |
| 0:13.6 | Independent thinking, shared success. |
| 0:18.0 | Invest talk 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. |
| 0:34.9 | Good afternoon, fellow investors, and welcome back to InvestTalk. This is our Friday, |
| 0:42.4 | and I'm not usually here on Fridays, but filling in for Luke on a Friday. This is our April 10th, |
| 0:47.9 | 2026 edition of InvestTalk. A lot of moving parts in today's markets, and we're going to unpack all of it for this week as we head into this glorious spring weekend. |
| 1:00.0 | I'm Justin Klein. |
| 1:00.8 | And my goal here is to help you become a better investor, answer your finance and investment questions, bring you data and perspective so that you can become a better investor. |
| 1:08.9 | So you're not, you don't fall prey to the emotions that push people in the wrong direction. |
| 1:16.9 | Usually fear and greed. |
| 1:18.9 | Right. |
| 1:19.4 | You're losing money. |
| 1:20.3 | You fear you might lose more. |
| 1:21.9 | You sell out at the wrong time and vice versa. |
| 1:24.5 | When things are going great, you think it will continue that way. |
| 1:27.8 | And you might see others making money and you jump in. You think it will continue that way. |
| 1:32.4 | And both could be true. But most likely when emotions are at their highest, you make the wrong |
| 1:38.8 | decision. So we're here to make sure that you don't make those mistakes, so that you capitalize on the opportunities |
| 1:47.4 | and you avoid the pitfalls of investing. |
| 1:50.6 | So that's what this hour is dedicated to each and every weekday. |
| 1:55.0 | In just a bit, we'll talk about today's Mark Performance and we'll run down the show topics. |
... |
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.