Trade Wars & Wine: The New Global Tariff Map
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 February 2026
⏱️ 43 minutes
🧾️ Download transcript
Summary
A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.
Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.
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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 InvestTalk. Incependent Thinking, shared success. |
| 0:17.6 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.7 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our February 19th edition of InvestTalk. And we're here to really distill what's going on in markets, answer your questions, and talk a lot about the main topics for today's show. We can talk about your what's going on in the |
| 0:56.3 | Middle East. It looks like tensions are ramping up there. And obviously there's in the midst of |
| 1:03.4 | the earnings season, we're getting new earnings announcements. We have inflation data tomorrow. |
| 1:08.6 | So a lot going on in markets markets and we are here to help with |
| 1:12.4 | all of it so whatever is on your mind don't hesitate to reach out with your call |
| 1:16.1 | it's always 8 at 899 chart all right and through this throughout this hour I'm |
| 1:23.2 | going to be giving you actual data so that you become a better investor. And we'll talk about |
| 1:30.1 | today's Mark Performance. We'll run down the show topics. But as usual, we'll tackle this first |
| 1:34.3 | caller question now. Yeah, hi. My name is Cody. I'm from New Hampshire. I just had a question |
| 1:39.6 | about C.EG Constellation Energy. I recently purchased it on the dip, and I was just wondering what you think about it, |
| 1:47.8 | if it's a good purchase or not. |
| 1:49.6 | Thank you. |
| 1:50.3 | I'll be listening. |
| 1:51.7 | Looking at Constellation Energy, it is kind of a mixed bag here. |
| 1:58.0 | It's kind of a utility, but it also has a lot of alternative energy exposure |
| 2:03.9 | as well. Now, it operates in the Mid-Atlantic, Midwest, New York, other power regions as well, |
| 2:12.5 | but for the most part, it is a utility. And it's negative free cash flow. Don't love that. Return equity is 20%. |
| 2:19.7 | That's good. But that goes back to its, it has other aspects to its business that make it a lot more, a lot riskier. |
| 2:30.2 | Okay. So if you look at its big business segments, yeah, it's Mid-Atlantic is 23%. Other power regions, 23, |
... |
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