Podcast Episodes
Back to SearchEmerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potential…
4 months, 2 weeks ago
Housing: The "Lock-In" Thaw
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to t…
4 months, 2 weeks ago
The Yield Curve "Un-Inversion"
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often prece…
4 months, 3 weeks ago
The 2026 "Great Rotation": Tech vs. The Old Economy
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether thi…
4 months, 3 weeks ago
The "January Barometer"
Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical …
4 months, 3 weeks ago
The "Cash Trap" of 2026
For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your incom…
4 months, 3 weeks ago
The Return of "Active" Management?
In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from pa…
4 months, 3 weeks ago
New Year's Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
4 months, 4 weeks ago
New Year's Eve - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
4 months, 4 weeks ago
The "Dogs of the Dow" 2026 Strategy
We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen…
4 months, 4 weeks ago