The Fed held steady. Oil is moving markets. And the AI race just picked a new front line.

Inflation remains elevated, yet many consumers still feel squeezed. Earnings continue to grow, yet questions around valuations remain. Geopolitical tensions threaten energy markets, while artificial intelligence continues to shift where capital is flowing.

Michelle Connell of Portia Capital Management and Andrew Tang of Turner Financial Group returned to Wealth Transparency to work through the competing forces influencing today's investment landscape, from interest rates and oil prices to global growth forecasts, international markets, and the expanding role of AI.

In my experience, the strongest investment themes rarely arrive one at a time. More often, they emerge where economic, geopolitical, and technological shifts overlap.

Drop the data point, trend, or market signal you're watching most closely, then send this episode to the person whose outlook challenges your own.

Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
Innovation Partners LLC and Chapwood Investments are not affiliated.

Send us Fan Mail

Support the show

The cracks spreading through the American economy right now are more connected than most people realize.

Michelle Connell of Portia Capital Management and Andrew Tang of Turner Financial Group sat down with me on Wealth Transparency to unpack what is happening across commercial real estate, insurance costs, consumer credit, and the federal deficit simultaneously.

Office delinquencies are sitting at 11%. Insurance premiums are up 40% or more in storm-prone states. Fire departments in rural America are surviving on charity donations. Andrew made the case for Tesla based on his view that SpaceX and Tesla could eventually merge and shared his projection that federal debt could reach $40 trillion by August. Michelle pointed to picks and shovels, AI infrastructure names worth watching despite the recent pullback.

Watch this before the connections become impossible to ignore. If this opened your eyes, hit like, drop your thoughts in the comments, and share this with someone who still thinks the economy is fine.

Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
Innovation Partners LLC and Chapwood Investments are not affiliated.

Send us Fan Mail

Support the show

The market may not have a valuation problem. It may have a FOMO problem. Canada in recession.

San Francisco homes above $5 million up 83% year over year. A Lake Tahoe property bought for $1 million flipped for $18 million. Jeffries shorting SpaceX. Anthropic is potentially reaching the public markets before OpenAI. On this episode of Wealth Transparency, Michelle Connell of Portia Capital Management, Lex Nikpour of Ethos Financial Group, Andrew Tang of Turner Financial Group, and I covered it all, along with bullish and bearish views on Tesla, Broadcom, Home Depot, Dell, and SpaceX.

Throughout the conversation, one theme continued to surface: how do investors balance opportunity with risk? From concerns about chasing momentum to debates surrounding future growth, housing affordability, energy markets, and market valuations, each guest brought a different perspective on the challenges and opportunities investors face today.

If a comment made you stop and think, leave it below. If a viewpoint challenged your assumptions, send it across the table. If a statistic deserves a second look, pass it along. The strongest ideas rarely travel alone.

Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.

Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
Innovation Partners LLC and Chapwood Investments are not affiliated.

Send us Fan Mail

Support the show