4.3 • 1.5K Ratings
🗓️ 28 June 2025
⏱️ 46 minutes
🧾️ Download transcript
U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year.
Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL - Halliburton Co., NVO - Novo Nordisk A/S ADR, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Trade Negotiations with Canada, OSCR - Oscar Health Inc., KKR - KKR & Co. Inc., VIS - Vanguard Industrials ETF, ITA - iShares U.S. Aerospace & Defense ETF.
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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. |
0:17.6 | 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. |
0:34.3 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
0:38.3 | I'm Lou Guerrero, and today's Friday, June 27th, 2025. |
0:44.3 | And I know this sounds pretty crazy, but this is the last Friday in the first half of 2025. |
0:51.3 | It's the second to last trading day of the first half of the year. |
0:58.0 | And frankly, I don't know where all the time has gone. |
1:02.1 | It seemed like just yesterday I was attempting to stay awake on New Year's but falling |
1:06.7 | asleep on my couch and briefly waking up to see fireworks. |
1:09.8 | And here we are, already halfway through the year. |
1:14.6 | And certainly H1, 2025, has been eventful. |
1:20.6 | And perhaps it is poetic that near the end of the first half, after the volatility, we end at record highs. |
1:31.7 | But to see where we are is to ignore the journey |
1:34.2 | and to understand how important it is to see what is going on |
1:39.6 | on a broad lens and not just take a snapshot in time. |
1:43.6 | And so we here at InvestTalk are here each and |
1:46.9 | every day through the first half of the year and we promise through the next six months as well. |
1:54.2 | And when we do do this show, this radio program, this YouTube series, this podcast, our goal is to help make you a better and more informed investor. |
2:04.7 | We do that with our main focus points, which we bring to the table every day. |
2:08.3 | We try and touch on as many stories as possible, but that also depends on how many questions you have, |
2:13.9 | because the most important part of this show is your finance and investment questions. |
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