13 Jan 2026
46m

Housing: The "Lock-In" Thaw

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InvestTalk

This episode of InvestTalk addresses listener questions and market trends, focusing on individual stock analysis and broader economic themes. Luke Guerrero responds to a query about Micron Technologies (MU), advising listeners to take profits given its recent surge, while acknowledging its momentum. The housing market is examined, predicting a slow normalization with income growth outpacing housing prices, and modest price increases around 1% year-over-year. Callers' questions include an analysis of Avantis Moderate Allocation ETF (AVMA), where Luke expresses reservations about fund-of-funds, and Fiverr International (FVRR), advising against buying despite a 52-week low due to slowed revenue growth. The potential impact of Venezuelan oil on U.S. refiners and Canadian producers is also discussed, highlighting strategic shifts in the global crude market.

Outlines

Part 1: Introduction, Market Overview

Part 2: Sector Analysis, Real Estate, Commodities

Part 3: Portfolio Strategy, Individual Stock Reviews

Part 4: AI Infrastructure, Global Energy Outlook

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