The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets. Today&#x27;s Stocks &amp; Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge. 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

Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein.

Good afternoon, fellow investors, and welcome back to another edition of InvestTalk. This is our Friday, June 26th, 2026 edition. Happy Friday to everyone out there, and it's an interesting day in markets to close the week. So a lot to unpack. I am ready for all of it. Whatever's on your mind, reach out with your questions during our four to five live hour or after hours. It does not matter.

We want to hear from you. We want to know what's on your mind, and that's the best way we can help you, help you become a better investor. That's what each episode of InvestTalk is about. Bringing your feet back on the ground, keeping your head out of the clouds, focusing on what matters, focusing on the reality as opposed to the hype.

We're not your hype machine. I'm not Kramer. I'm not going to bang any bells and whistles. It's not what this show is about. The show is about the hard realities of the economy, of certain sectors, of what it takes to be a smart and consistent investor.

That's what this show is about. It's not about being stuck to some sort of preconceived notion of how the world is.

It's very important to be open-minded, be flexible, be grounded in what is easily observable in markets, and where sentiment can drive you in the wrong direction. When you get caught up in that hype and you aren't focusing on what matters, you make big mistakes.

Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.