Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 August 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas.
Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Market, Gains and Taxes, BWXT - BWX Technologies Inc., Artificial Intelligent, AVB - Avalonbay Communities Inc., DE - Deere & Co., Interest Rates.
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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. |
| 0:17.8 | InvestTalk 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. |
| 0:35.5 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.2 | This is our Tuesday, August 19th, 2025 edition. |
| 0:45.2 | And this is going to be a very interesting show. |
| 0:50.0 | I'm this excited for a show in a while, mainly because our main focus point, which we do line up a couple days beforehand, |
| 0:56.0 | kind of hits on some market reaction today. It is a very interesting day for markets, a very different day than we've seen in a little while, really since the first quarter of the year. |
| 1:09.0 | But it's also not surprising. |
| 1:15.4 | I've been kind of calling for some sort of increased market volatility in August in September. |
| 1:16.4 | Part of it's being overbought, part of its seasonality, part of its valuation, part |
| 1:20.6 | of its liquidity. |
| 1:21.4 | There are multiple factors that go into this. |
| 1:23.1 | So I'm going to bring this all together for you this hour talking about what is happening in today's |
| 1:32.0 | market. How maybe you should think about rebalancing your portfolio. Going back to yesterday's |
| 1:36.7 | topic, we talked about you don't want to chase returns and you often get caught up in hype. |
| 1:41.8 | That's the nature of human. That's human nature. |
| 1:50.1 | And then it doesn't mean you don't trade, but it also means that you rebalance and you |
| 1:51.8 | manage risk. |
| 1:55.5 | And that's what this show is really about every day. |
| 1:56.7 | It's not, I'm not here. |
| 1:59.8 | We're not here to bang bells and whistles like Kramer. |
... |
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