The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow&#x27;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&#x27;s Stocks &amp; Topics: VBWX Technologies, Inc. (BWXT), Market Wrap, Blue Bird Corporation (BLBD), Money Market Funds, First Majestic Silver Corp. (AG), The dollar&#x27;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 claud.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 * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands

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

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Luke Guerrero. Good afternoon, fellow investors, and welcome to today's episode of InvestTalk. I'm your host, Luke Guerrero, and it's Thursday, August 20th, 2026.

Now, we only have a couple shows left in the week, and we have plenty to do today, because each and every day we come to InvestTalk and hopefully leave a better and more informed investor. In order to do that, we bring you some educational items, some actionable material, but most importantly, we answer your burning finance and investment questions. So, before we talk about today's market performance and run down those show topics, let's tackle our first caller question now.

Justin, Luke calling in regards to BWX Technologies, Inc., ticker symbol BWXT. Just reached a 52-week low, looking for some nuclear exposure. How do you feel on picking some up on a 50% pickup?

Maybe waiting to see how the market is and then dive in 100% if it does go lower. Thoughts? Thank you. BWXT is BWX Technologies. It's actually a name that we hold for clients in one of our strategies.

It's a nuclear play. It is a nuclear technology company, and the reason why we like it is because it's actually the U.S. government's sole source manufacturer for nuclear reactors, for naval subs, for aircraft carriers, and especially at a time in heightened military spending. There's a huge backlog. They have like an 80% increase in their backlog year over year.

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

Read the full transcript

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

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

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.