Why 2025 Is a Pivotal Year for America's Budget
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 12 July 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025.
Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), VGT - Vanguard Information Technology ETF (ETF), BCC - Boise Cascade Co. (NYS), CCJ - Cameco Corp. (NYS), a listener question about , a question from our YouTube channel viewers: ENVA - Enova International Inc. (NYS); plus Justin's market wrap, and Luke's talking points: 'Tariffs and Fed Rate', and 'Risky ETFs'; plus oil and metal prices and a preview of the KPP Premium Newsletter.
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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, |
| 0:12.9 | independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.6 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.6 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:38.3 | I'm Luke Guerrero, and today is Friday, July 11th, getting ahead of myself, 2025. |
| 0:47.3 | And with that being said, we are almost halfway through the month of July, and I feel as though I often come on here and just talk about how time is just flying by. |
| 0:58.0 | One of the reasons could be, well, things are constantly happening. The world is constantly changing around us. |
| 1:07.0 | And so because of that with regards to the market, with regards to your own financial plans, |
| 1:13.6 | with regards to your portfolios, it's important that you don't lose focus. And so in Investdoc, |
| 1:20.6 | Justin and I have one objective, and that is to help make you become a better and also more |
| 1:26.6 | informed investor. We want to help you understand market dynamics. We want to help make you become a better and also more informed investor. |
| 1:28.6 | We want to help you understand market dynamics. |
| 1:30.9 | We want to help you understand market structure. |
| 1:32.7 | We want to help you understand how all of this data you're getting drives equity prices, |
| 1:37.8 | drives your portfolio returns. |
| 1:41.4 | Now to that end, I have a mixture of educational and actionable items today. |
| 1:45.3 | As we always do, we'll go over all of those a little bit later on. |
| 1:49.2 | But most importantly, we have your contributions to this show, your contributions to all of us, |
| 1:55.2 | which is your finance and investment questions. |
| 1:59.0 | So, in just a bit, we'll talk about today's market performance, |
| 2:02.0 | and we will run down those show topics I have for you. |
... |
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