4.3 • 1.5K Ratings
🗓️ 12 June 2025
⏱️ 46 minutes
🧾️ Download transcript
Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage.
Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market Wrap, AMGN - Amgen Inc., Which US Stock Sectors Face the Greatest Risk from Tariffs?, CLX - Clorox Co., GGG - Graco Inc., China Deal, Consumer Sentiment, Health Sector, Oil Prices, CMI - Cummins Inc., Oil Production.
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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. |
0:12.6 | Independent thinking, shared success. Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
0:27.0 | Here is KPP Financial portfolio manager, Luke Guerrero. |
0:33.5 | Good afternoon, fellow investors, and welcome back to Invest Talk. I'm Luke Guerrero, |
0:39.1 | on today's Wednesday, June 11th, 2025. As we are well in to the last month of the second |
0:49.2 | quarter of 2025, almost through the first half of the year, a lot has happened. |
0:56.2 | And when a lot happens, it's easy to put your head down, bury your head in the sand, be overwhelmed |
1:04.2 | by all that is around you. |
1:08.3 | And so we here at InvestTalk think that our job, our goal, our mission is help make it |
1:14.0 | a little bit easier to help you understand a little bit more. |
1:20.6 | And our goal is what your goal should be to make yourself a better and more informed investor. |
1:30.4 | Now, to that end, every day, Justin or I, or sometimes both of us, |
1:34.4 | bring a mixture of educational items, some actionable items, some stories, |
1:38.9 | some checklists, some what to do, what not to do, some warnings. |
1:44.8 | But most importantly, the most important part of this show is answering your finance |
1:50.2 | and investment questions through your live calls, through your voicemails on our anytime |
1:54.5 | listener line over there in the iTunes review section or in the comment section of our |
1:59.4 | YouTube channel. |
2:02.3 | And so before we go over what happened in the market today, and it was definitely an interesting day, things are |
2:06.1 | developing as we record, as we go live. We'll go over all of that. We'll talk about these show |
2:12.8 | topics as well, but let's tackle this caller question now. Hi, this is Mad in Miami. |
2:19.3 | I'm just calling to try and get your opinion on Constellation Energy Corp, C.E.G. |
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