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 Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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

InvestTalk

# Full Transcript

**Podcast:** InvestTalk

## Participants

- **Justin Klein** (KPP Financial)
- **Luke Guerrero** (KPP Financial)

## Transcript

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.

Investing consistently over time is about capitalizing opportunities, but also avoiding major pitfalls, and it's very easy to fall into that. We're here to guide you. Develop with over 25 years of investment experience. I've been doing this for a long time now. I'm here to give you both sides of the coin, help you understand the risks and rewards that are facing you in markets right now.

Now, just a heads up, in less than a week, actually this coming week, Tuesday, June 30th, we'll be hosting our next Wealth webinar from 12 to 1 p.m. Pacific time. It's titled Beyond the Yield, How to Invest for Your Income Needs. Just four days away, but it is free to register, but you must head over to investtalk.com. Now, in just a bit, we'll talk about today's Mark performance and run down the show topics for the hour. But as usual, we'll tackle this first caller question now.

Hey, Justin. Luke, I have a question on Apple. It just had a recent drop today, and I was just wondering what you guys thought about it. I know it's not a big AA player right now, and I don't know if that's a good or a bad thing for them. You know, we'll see how that can play out. So I just wanted to know what you guys thought about the price right now. Thank you.

I actually like that it's not a big AI player because there's a huge risk in what a lot of these hyp...

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

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

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

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.