What to Consider Before You Invest in Alternatives
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 February 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
For diversification and the potential of higher returns, a new economic paradigm points to the advantages of adding alternative investments to your portfolio.
Today's Stocks & Topics: WOLF - Wolfspeed Inc., Market Warp, SWKS - Skyworks Solutions Inc., ACT - Enact Holdings Inc., ADM - Archer Daniels Midland Co., PLTR - Palantir Technologies Inc., What to Consider Before You Invest in Alternatives, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AGX - Argan Inc., XLU - Utilities Select Sector SPDR ETF, TBBB - BBB Foods Inc., FLNC - Fluence Energy Inc.
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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. |
| 0:27.1 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.7 | Good afternoon, fellow investors, and welcome back to Investor. I'm Lou Guerrero, and I'll be your |
| 0:39.7 | host over this next hour. Today is Friday, February 7th, 2025. And as we round out the last week of |
| 0:49.0 | February, it has certainly been an exciting and volatile week. We'll talk about all the moves in the markets and why they |
| 0:55.7 | happened, as we always do. But at the top of the show, I want to remind you that at KPP Financial, |
| 1:02.2 | we help our clients. We help to empower our clients to reach their financial goals. And there |
| 1:09.7 | are those of you who are not our clients that we hope |
| 1:12.1 | we bring the same philosophy each and every day to this show to help make you a better |
| 1:19.0 | and more informed investor. But as always, this isn't a solo venture. This isn't a singular journey for just myself or Justin. |
| 1:29.8 | It is predicated upon and requires that you take an active role. |
| 1:34.1 | Because the most important part, in my opinion, the most fun part about this show is answering your finance and investment question. |
| 1:39.1 | So I'm very excited over this next hour, hopefully to hear from some of you live. |
| 1:45.5 | Now before I run down the market performance today, talk about the week, and go over the show |
| 1:50.1 | topics we have for you, let's tackle this caller question now. |
| 1:55.1 | Hey, I really enjoy your show. |
| 1:57.1 | I've learned a lot, and I like the way you review things. |
| 2:00.3 | So my question is about Wolfspeed. |
| 2:03.4 | The ticker is WOLF. |
| 2:06.6 | I own some of the stock. |
| 2:08.0 | There's a lot going on and expecting to get like $750 million under the Ships Act. |
... |
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