Best of Caller Questions

InvestTalk

Player FM - Internet Radio Done Right

2,610 subscribers

تمت الإضافة منذ قبل ten عام

المحتوى المقدم من Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 11 يومًا33:58

التشغيل لاحقا

قوائم

إعجاب

احب

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

منذ عام واحد 46:55

MP3•منزل الحلقة

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.

Our Sponsors:
* Check out Kinsta: https://kinsta.com
* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST
Advertising Inquiries: https://redcircle.com/brands

2029 حلقات

InvestTalk

Best of Caller Questions

InvestTalk

2,610 subscribers

published منذ عام واحد

MP3•منزل الحلقة

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

2029 حلقات

Wszystkie odcinki

1
Mortgage Rates Fall: Should You Buy or Refinance? 47:10

منذ 1 day47:10

47:10

With mortgage rates decreasing for various loan types, potential homebuyers might find more favorable conditions for purchasing and current homeowners should carefully evaluate their circumstances. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, CRWD - CrowdStrike Holdings Inc. Cl A, Market Wrap, Mortgage Rates Fall: Should You Buy or Refinance, VZ - Verizon Communications Inc., T - MUST-Mobile US Inc., T - AT&T Inc., Sectors, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline , EQT - EQT Corp., 401k as a Rainy-Day Fund, VGK - Vanguard FTSE Europe ETF, GPRK - GeoPark Ltd., Department of Government Efficiency – DOGE. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Recession Indicator Flashes Warning: Investors Prepare 46:53

منذ يومين46:53

46:53

The inverted yield curve, a key recession indicator, is signaling investors to prepare for a potential economic downturn. Today's Stocks & Topics: MRVL - Marvell Technology Inc., URI - United Rentals Inc., K - Kellanova, CGXU - Capital Group International Focus Equity ETF, AI - C3.ai Inc., Recession Indicator Flashes Warning: Investors Prepare, GRND - Grindr Inc., IESC - IES Holdings Inc., NFLX - Netflix Inc., MSFT - Microsoft Corp., AMZN - Amazon.com Inc., Trade War Impact. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Google, Meta Execs Blast Europe Over Strict AI Regulation 46:15

منذ 3 أيام46:15

46:15

As the EU moves forward with its AI Act and other tech regulations, executives from Google and Meta have criticized the policies. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Google, Meta Execs Blast Europe Over Strict AI Regulation, DV – Double Verify Holdings Inc., CE - Celanese Corp., CW - Curtiss-Wright Corp., Changing World Order Means to Your Money, SWK - Stanley Black & Decker Inc., Housing. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt 45:13

منذ 5 أيام45:13

45:13

U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures. Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS). Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Is Pre-IPO Investing Worth the Risk? 46:32

منذ 8 أيام46:32

46:32

The lure of the high-stakes world of pre-IPO investing teases astronomical returns, but there are hidden risks and uncertainties. Today's Stocks & Topics: FSLR - First Solar Inc., Market Wrap, Annuities, CLX - Clorox Co., Is Pre-IPO Investing Worth the Risk?, EADSY - Airbus SE ADR, BAESF - BAE Systems PLC, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, VRT - Vertiv Holdings LLC, FDP - Fresh Del Monte Produce Inc., Trump and The Stock Market. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Average Retiree Spending: Will You Have Enough? 46:55

منذ 9 أيام46:55

46:55

With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Choosing Between Dollar-Cost and Value Averaging 46:22

منذ 10 أيام46:22

46:22

Investors can choose between two savvy strategies that help mitigate market volatility and potentially boost returns. Today's Stocks & Topics: AOS - A.O. Smith Corp., Market Wrap, CCB - Coastal Financial Corp., Choosing Between Dollar-Cost and Value Averaging, Viewer Comment, AVGE - Avantis All Equity Markets ETF, COWZ - Pacer U.S. Cash Cows 100 ETF, The Bond Market, HII - Huntington Ingalls Industries Inc., SHEL - Shell PLC ADR, OKE - ONEOK Inc., BIGGQ - Big Lots Inc., Egg Prices. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Big Tech Embraces Hydrogen and Nuclear Power for AI Data Centers 46:26

منذ 11 يومًا46:26

46:26

Power demands for artificial intelligence will soar and the big tech giants are exploring hydrogen and nuclear energy solutions. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, SBIT - ProShares UltraShort Bitcoin ETF, Big Tech Embraces Hydrogen and Nuclear Power for AI Data Centers, SII - Sprott Inc., Quantitative Analysis, NVR - NVR Inc., Economic News, Defense Spending, Investing a Million Dollars, BKIE - BNY Mellon International Equity ETF., Best Performing Sectors. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
1 in 5 Americans Are Doom Spending 45:28

منذ 12 يومًا45:28

45:28

According to CreditCards.com, a new report indicates that 1 in 5 Americans are engaging in hoarding and "doom spending"——with this behavior driven by anxiety about the future. Today's Stocks & Topics: TEM - Tempus AI Inc., Market Wrap, POWL - Powell Industries Inc., ATKR - Atkore Inc., BALT - Innovator Defined Wealth Shield ETF, 1 in 5 Americans Are Doom Spending, FNV - Franco-Nevada Corp., Short Interest, CMCO - Columbus McKinnon Corp, Value Investing, KVYO - Klaviyo Inc., Quantitative Tightening (QT). Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Warren Buffett's 2025 Letter to Shareholders Arrives Soon: Watch This Number 45:56

منذ 15 يومًا45:56

45:56

Berkshire Hathaway shareholders will soon get insight into the company's performance and market outlook. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., INSW - International Seaways Inc., WMT - Walmart Inc., Market Wrap, Warren Buffett's 2025 Letter to Shareholders Arrives Soon: Watch This Number, OXY - Occidental Petroleum Corp., CVX - Chevron Corp., ULTA - Ulta Beauty Inc., ZBRA - Zebra Technologies Corp. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, VXUS - Vanguard Total International Stock ETF, PLTR - Palantir Technologies Inc., Registered Index Linked Annuity (RILA). Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
How to Lower Health Costs in the New Year 46:13

منذ 16 يومًا46:13

46:13

To avoid financial surprises, it's crucial to understand your health plan's coverage, network, and potential out-of-pocket expenses. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, WPC - W. P. Carey Inc., How to Lower Health Costs in the New Year, GILT - Gilat Satellite Networks Ltd., Senior Living, OHI - Omega Healthcare Investors Inc., Stagflation, BBY - Best Buy Co. Inc., KPGHF - Kelly Partners Group Holdings Ltd., BND - Vanguard Total Bond Market ETF, BNDX - Vanguard Total International Bond ETF, Lumber Tariffs. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
How to Safeguard Your Finances Amid Rapidly Changing Economic Policy 46:37

منذ 17 يومًا46:37

46:37

To navigate turbulent economic times, you'll need proactive financial planning and smart investment strategies. Today's Stocks & Topics: AUR - Aurora Innovation Inc., TOL - Toll Brothers Inc., How to Safeguard Your Finances Amid Rapidly Changing Economic Policy, EQH - Equitable Holdings Inc., VST - Vistra Corp., Inflation, ALL - Allstate Corp., CDE - Coeur Mining Inc., Securities and Exchange Commission (SEC) Crackdown. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Great Wealth Transfer Taking Longer Than Expected 46:42

منذ 18 يومًا46:42

46:42

Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer. Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
Best of Caller Questions - Presidents' Day 46:55

منذ 19 يومًا46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS). Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

1
US Treasuries: Who Owns US Debt? 46:12

منذ 22 يومًا46:12

46:12

Foreign governments like China and Japan, along with U.S. institutions and individuals, play a critical role in holding America’s $36 trillion debt. Today's Stocks & Topics: DXPE - DXP Enterprises Inc., Purchasing CDs, VTWO - Vanguard Russell 2000 ETF, Market Wrap, FMC - FMC Corp., US Treasuries: Who Owns US Debt?, ECPG - Encore Capital Group Inc., XHB - SPDR S&P Homebuilders ETF, VNQ - Vanguard Real Estate ETF, MU - Micron Technology Inc., ANF - Abercrombie & Fitch Co., Long Term U.S. Treasury Yields. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out ShipStation: https://shipstation.com/INVEST * Check out Trust & Will: https://trustandwill.com/INVEST Advertising Inquiries: https://redcircle.com/brands…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

الاستماع إلى +500 موضوع

2,610 subscribers

مشابه لـInvestTalk

المدونة الصوتية تستحق الاستماع

InvestTalk « » Best of Caller Questions

Best of Caller Questions

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

مشابه لـInvestTalk

دليل مرجعي سريع

InvestTalk « »
Best of Caller Questions