Perspectives

Justin Breece's father was a brilliant man:  a tax and business attorney, an entrepreneur, and a merchant banker who could value a private company in his sleep. Yet, in his entire life, he barely owned any stocks.  Why? In this episode of BPWM Perspectives, Justin uses that puzzle to explore a deeper question: how the experiences we live through, especially during the formative decades of our...

In this latest edition of "Perspectives" Justin W. Breece shares personal stories and investment insights, drawing parallels between collecting sports cards and managing a portfolio. He emphasizes high conviction investing, the importance of quality over quantity, and seeking early opportunities through research and data analysis.  In addition, he shares career advice, especially for you...

Latest BPWM “Perspectives” episode where Justin Breece, Managing Director and Founder of Breece Private Wealth Management, LLC articulates how he is thinking about the Iran conflict from an investment perspective and the opportunities in markets that investors appear to be missing.   5366421

In this latest episode dedicated to Private Credit, Justin W. Breece, founder of Breece Private Wealth Management (www.breecepwm.com) will address Private Credit's fascinating history and why this extremely popular asset class is suddenly under pressure.  Why is it being linked to a potential AI bubble?  Risks? Opportunities?  

In this conversation, Justin W Breece, of Breece Private Wealth Management, LLC (www.breecepwm.com) explores the potential of an AI bubble by drawing parallels with historical market bubbles, such as the railroad and telecom bubbles. He discusses the current dynamics of AI infrastructure investment, the role of interest rates, and the behavior of investors in the market. Breece emphasizes the impo...

In this episode, Justin W. Breece, of Breece Private Wealth Management explores the cultural nostalgia for the 90s and its implications on current market trends. He draws parallels between the past and present, particularly focusing on the internet boom and the dot-com bubble. Justin discusses the lessons learned from the past, emphasizing the importance of valuations, the dangers of market timing...

In this episode Justin and Gavin discuss their thoughts on the election and what it may or may not mean for a multitude of things going forward. Recorded November 6th, 2024. -05112026-7209267.1.2

We dive into the dynamic investment world of China, an area Justin has been keenly interested and involved with for some time. 04212026-7209267.1.1 

Back in the Saddle - This episode is a general update on market with some talk about the election and nerve calming. We also discuss the interest rate environment along with broader tech talk and a different perspective on what passive income really may be. -03102026-7001684.1.1 

Justin and Gavin continue their conversation surrounding year end reflections going into 2024. They reflect on negative perspectives in life and in markets and their ideas heading into 2024. They also elaborate and reflect on the countries of Argentina and China regarding investments, recent elections, investments, and much more. Near the end of the episode Gavin and Justin also discuss relationsh...

Thinking Differently This was recorded in 2023. PM-03112025-5941136.1.1  

In this episode Justin and Gavin discuss using analysts as a measurement of sentiment and how their analysis is influenced by the outside forces that they are influenced by. This was recorded in 2023. PM-02082025-5866507.1.1 . 

 In this episode Justin discusses the continuation of the market melt up. He also dissects potential catalysts for this developing market dynamic such as sidelined cash being forced to come into the market once the realization that “the big one” is not coming and may have already occurred. This was recorded in 2023. CAR-0723-00307  

Justin and Gavin reflect on the year of 2023 and reiterate their key beliefs such as staying in the market, managing emotions, and how staying invested has led to success particularly for those with a long time horizon.  Past performance is no guarantee of future results. PM-06042025-6137855.1.1