InvestTalk
A daily financial podcast from two wealth managers offering market analysis, data-driven insights, and founder interviews.
InvestTalk is a multi-format financial show that blends solo, data-heavy market updates with co-hosted thematic deep dives and founder interviews. Solo episodes feature extensive on-screen analysis of charts from sources like FRED and TradingView to break down weekly market performance. Other episodes feature the two hosts in a conversational breakdown of a specific investment topic or an interview with an entrepreneur, often recorded at a live event.
“The show's primary distinction is its direct link to the hosts' wealth management firm, KPP Financial, and their "Parallel Investing" philosophy, where they invest alongside clients. This is combined with a flexible format that moves between granular, chart-driven analysis and broader, narrative-style founder interviews.”
Who hosts this show
InvestTalk is a daily investing podcast hosted by KPP Financial wealth managers Justin Klein and Luke Guerrero. Justin Klein, the CEO of KPP Financial, brings over two decades of experience in asset allocation and market analysis. Luke Guerrero is a Portfolio Manager and CFA charterholder with expertise in equity strategy and securities analysis. Together, they provide market insights, portfolio strategies, and financial education on topics ranging from stocks and ETFs to real estate and retirement planning.
Credentials & credits
- Justin Klein: CEO, KPP Financial
- Justin Klein: Degree in Business Administration and Economics, Chapman University
- Justin Klein: Over 20 years of experience in asset allocation and market analysis
- Luke Guerrero: Portfolio Manager, KPP Financial
- Luke Guerrero: CFA Charterholder
- Luke Guerrero: Degree in economics, business, and engineering, Cornell University
Other ventures
- KPP Financial (Wealth Management Firm)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01The Great Rotation: AI Out, Cyclical Sectors InJun 28, 2026 · 21 min
- 02Is This 2022 All Over Again The Market Risk Checklist for 2026Jun 26, 2026 · 15 min
- 03From History Teacher to $700M FounderJun 24, 2026 · 9 min
- 04
- 05Silver Is Now A Monetary Metal. The $121 Surge Proves ItJun 17, 2026 · 12 min
- 06Market Sell-Off: Is This 2022 All Over Again?Jun 7, 2026 · 22 min
- 07How to Invest in Volatile Markets Without PanicJun 3, 2026 · 12 min
- 08History Says The SpaceX IPO Could Mark the TopMay 31, 2026 · 24 min
Notable episodes
- 01The Great Rotation: AI Out, Cyclical Sectors In
Demonstrates the solo-host, data-heavy market update format, featuring on-screen analysis of charts and economic data.
- 02Is This 2022 All Over Again The Market Risk Checklist for 2026
Highlights the co-hosted, thematic deep-dive format, providing a practical framework for investors to assess risk.
- 03From History Teacher to $700M Founder
Showcases the show's interview style, focusing on the strategic and personal journey of a successful founder.
What you'll be asked on this show
The host begins by framing the guest's significance, praising their accomplishments to establish credibility. Questions are broad and narrative-driven, designed to unpack the story behind key strategic moments, such as deciding to build a company instead of a single product or stepping down from a leadership role. The style is appreciative and focuses on extracting lessons about mindset, strategy, and long-term vision from the guest's journey.
The show operates in three distinct formats: a solo-hosted, data-intensive market update with heavy use of on-screen charts; a conversational co-hosted deep dive on a specific market theme; and a formal interview, sometimes recorded before a live audience. The throughline is a focus on education and providing actionable frameworks for listeners, such as the "Market Risk Checklist".
Questions the host keeps coming back to
3 cataloguedIf you're going on this show as a guest, expect some version of each of these. Each note explains when the host reaches for it.
origin
1- Q.01
“When did you realize this was more than just one product and that you were actually creating a company?”
The host asks this after the guest describes their initial product, seeking to pinpoint the shift from a product idea to a larger company vision.
mindset
1- Q.01
“How did you manage the ego of stepping down as CEO to focus on what you're truly good at?”
This question probes the founder's personal mindset and humility regarding their role as the company scaled.
process
1- Q.01
“What was the journey to securing your dream partnership with a major brand like Nike?”
Asked towards the end, this question aims to capture the story of a major milestone and the process required to achieve it.
Signature segments
- · InvestTalk Market Update
- · InvestTalk Deeper Focus Series
- · Practical Investor Checklist
Topics covered repeatedly
Who gets booked here
The show books founders and entrepreneurs, like Hyperice's Anthony Katz, who have successfully built and scaled companies, often by creating an entirely new product category.
- Anthony Katzon From History Teacher to $700M Founder
Where to find this show
Audience & reach
The podcast serves as the main content marketing engine for the hosts' firm, KPP Financial. The most frequent call to action is an invitation for listeners to schedule a portfolio review with the firm.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
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People also ask
- Who are the hosts of InvestTalk?
- The hosts are Justin Klein (CEO) and Luke Guerrero (Portfolio Manager, CFA), who are both wealth managers at KPP Financial.
- What is the format of the show?
- InvestTalk uses a mix of formats: solo-hosted market updates with deep chart analysis, co-hosted discussions on investment themes, and interviews with founders.
- How often are new episodes released?
- New episodes are released every weekday, according to the channel description and podcast directories.
- What is KPP Financial?
- KPP Financial is the Irvine, CA-based wealth management firm where the hosts work. The podcast is the firm's primary educational and marketing platform.
- What is 'Parallel Investing'?
- Parallel Investing is KPP Financial's philosophy of investing the firm's and principals' money in the same securities, at the same time, and at the same price as their clients to ensure interests are aligned.
- Where can I listen to InvestTalk?
- The podcast is available on YouTube, Apple Podcasts, and other major podcast streaming platforms.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]InvestTalk Podcast | KPP Financialkppfinancial.com
- [02]Justin Klein, InvestTalk Host - KPP Financialkppfinancial.com
- [03]Luke Guerrero, InvestTalk Host - KPP Financialkppfinancial.com
- [04]InvestTalk - Apple Podcastspodcasts.apple.com
- [05]InvestTalk - YouTubeyoutube.com
- [06]Fiduciary Financial Advisor Irvine | Parallel Investing - KPP Financialkppfinancial.com
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