4.3 • 1.5K Ratings
🗓️ 14 May 2025
⏱️ 47 minutes
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When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks.
Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Volatility on the US Economy, EQIX - Equinix Inc., BROS - Dutch Bros Inc.
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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. |
0:35.2 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our May 14th, |
0:42.8 | 2025 edition of InvestTalk. And this is an interesting market. And we are here to help you |
0:51.0 | through these times that are changing. We're moving from a period of |
0:59.8 | globalization to a period of de-globalization, regionalization, populist policies, however you want to call it, it is different. |
1:13.8 | And it takes a certain perspective, especially looking at history and not just history of the |
1:18.2 | past five, ten years. |
1:19.4 | That's not history. |
1:21.1 | That's just the cycle. |
1:24.2 | But you have to look at longer cycles. |
1:26.0 | And I think it's important to have that perspective in life and in investing. |
1:35.1 | Because it's easy to get caught up in the here and now, the headlines. |
1:42.3 | But the reality is these cycles are a fact of life. |
1:50.0 | Fact of being human, fact of being a part of human nature. |
1:55.8 | And that's why you see the rise and fall of the fads of certain political leanings, shall we say. |
2:11.3 | You know, Reagan kind of started the, really the liberalization of regulation and really allowed global trade to flourish and |
2:27.3 | companies to innovate and evolve. But that created a lot of winners and losers. |
2:36.1 | And when you have 30, 40 years of money continue to flow to the high end of the wealthy, |
2:47.2 | there's a natural backlash and that's what we are seeing right now. |
2:51.4 | And that manifests in various ways. |
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