Investtalk

Hosted by Investtalk

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Episodes

500

Latest episode

Aug 2026

Language

EN-GB

About the show

In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial adviser, Steve Peasley. http://blog.investtalk.com

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60 recent

September 1, 202644 min

Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race

Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants are moving fast and spending big to compete with US rivals. We examine what this capital deployment means for the global AI arms race, competitive dynamics, and whether US investors should be paying closer attention to Chinese AI. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, The Utility Sector, Themes Humanoid Robotics ETF (BOTT), Global X Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global Robotics & Automation Index ETF (ROBO), MSC Industrial Direct Co., Inc. (MSM), Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race, Good ETFs to Invest In, Genpact Limited (G), Autodesk, Inc. (ADSK), August Gas Price Milestone. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 29, 202643 min

Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet

Trump's decision to hike Canada auto tariffs to 50% after trade talks collapsed marks one of the most aggressive moves yet in the ongoing US-Canada trade war. We explain how this reshapes auto supply chains, raises car prices for American consumers, and what the broader tariff escalation signals for North American economic integration. Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), Memory Squeeze, Gold, Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet, Target Corporation (TGT), Blue Bird Corporation (BLBD), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, Long Term Care in Retirement. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 28, 202645 min

Why Is the Dollar Weakening? What Multi-Month Lows Mean for Your Purchasing Power

The US dollar is hovering near multi-month lows as debt concerns and geopolitical risk unnerve investors, and that weakness has ripple effects across everything from import prices to emerging market assets. We break down why the dollar is under pressure, who wins and who loses, and what a sustained dollar slide would mean for the American investor. Today's Stocks & Topics: Danaher Corporation (DHR), Market Wrap, NICE Ltd. (NICE), Electricity Prices, Devon Energy Corporation (DVN), Why Is the Dollar Weakening? What Multi-Month Lows Mean for Your Purchasing Power, Saving to Buy a House, Buzzi S.p.A. (BIT:BZU), Grab Holdings Limited (GRAB), Rare Earth Metals. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 27, 202644 min

Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?

Germany's Ifo Institute reported this week that its aging population is pushing social spending to record highs, a fiscal dynamic that closely mirrors the pressures the US Social Security and Medicare systems are heading toward. We examine what demographic-driven fiscal stress looks like, how it affects bond markets and currency strength, and what lessons American investors can draw. Today's Stocks & Topics: Old Dominion Freight Line, Inc. (ODFL), Market Wrap, Sibanye Stillwater Limited (SBSW), Lockheed Martin Corporation (LMT), The Charles Schwab Corporation (SCHW), Single Stock ETFs, Barrick Mining Corporation (B), Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?, State Street SPDR S&P Health Care Services ETF (XHS), Sectors to Invest In, LeMaitre Vascular, Inc. (LMAT), The Hackett Group, Inc. (HCKT), Caterpillar Inc. (CAT), GE Vernova Inc. (GEV), Bad Investments. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 26, 202645 min

Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point?

Ray Dalio warned this week that Treasury Secretary Bessent's market intervention signals a debt crisis is getting closer — and he's recommending gold and bitcoin as hedges. We dig into what the bond market is telling us about US fiscal sustainability and whether Dalio's alarm bells should change how everyday investors position themselves. Today's Stocks & Topics: Costco Wholesale Corporation (COST), Market Wrap, TTM Technologies, Inc. (TTMI), Oil Markets, The Manitowoc Company, Inc. (MTW), Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point?, Energizer Holdings, Inc. (ENR), Digital Core REIT (SGX:DCRU), T. Rowe Price Group, Inc. (TROW), Saving to Buy a House. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 25, 202643 min

Regulation catches up to digital assets

The Senate has delayed work on the Clarity Act while regulators continue building a broader framework for digital assets, with the White House preparing a meeting of crypto executives, the SEC, and the CFTC. We will walk through what a regulatory framework would actually change for ordinary investors, and how to evaluate this space without treating it as a portfolio cornerstone. Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, Cracker Barrel Old Country Store, Inc. (CBRL), Private Credit, Joby Aviation, Inc. (JOBY), Regulation catches up to digital assets, Rubrik, Inc. (RBRK), EnerSys (ENS), Investment Loss, AAON, Inc. (AAON), US Packaged Food Companies . Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 22, 202644 min

Financial innovation is now a Fed problem

The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing of the financial system, and what investors should and should not read into it. Today's Stocks & Topics: VanEck Gold Miners ETF (GDX), Market Wrap, Sandisk Corporation (SNDK), How to Identify Winning Stocks?, Nucor Corporation (NUE), Steel Dynamics, Inc. (STLD), Financial innovation is now a Fed problem, Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE All-World ex-US Index Fund (VEU), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sonos, Inc. (SONO), IMAX Corporation (IMAX), State Street SPDR S&P Regional Banking ETF (KRE), Taxable Account. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 21, 202644 min

The dollar's slide and what it does to your foreign holdings

The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund returns, and whether hedged or unhedged exposure makes more sense from here. Today's Stocks & Topics: VBWX Technologies, Inc. (BWXT), Market Wrap, Blue Bird Corporation (BLBD), Money Market Funds, First Majestic Silver Corp. (AG), The dollar's slide and what it does to your foreign holdings, Nucor Corporation (NUE), Zoetis Inc. (ZTS), T. Rowe Price International Value Equity Fund (TRIGX), iShares Core MSCI Total International Stock ETF (IXUS), SEC’s Plan to Eliminate Quarterly Reporting. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 20, 202645 min

Small caps woke up: is the rally finally broadening?

The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move. Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

August 19, 202643 min

The Trillion-dollar Interest Bill Nobody Votes On

The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government’s own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years. Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands