Wealth Transparency with Ed Butowsky

JP Morgan is posting a 20% return on equity, the national debt is closing in on $40 trillion, and shipping lanes are being rerouted around active conflict zones. In today's rapidly changing economic environment, understanding the financial landscape is crucial. Joining me on the latest episode of Wealth Transparency are Michelle Connell of Portia Capital Management and Andrew Tang of Turner F...

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 And...

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 a...

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 Manage...

Ray Micaletti of Ethos Financial Group called it. Andrew Tang of T urner Financial Group broke it down. Michelle Connell of Portia Capital Management connected the dots behind some of the biggest economic stories driving markets right now. On this week's Wealth Transparency , the conversation went everywhere. The Strait of Hormuz and its impact on oil. The tariff debate and its impact on Amer...

Families are falling behind, freight markets are slowing down, and businesses are increasingly opting for software over people. After a few weeks away, Wealth Transparency returned with one of the most uncomfortable conversations we have had yet, as Andrew Tang of Turner Financial Group and Michelle Connell of Portia Capital Management connected the dots between rising credit card stress, spreadin...

Consumer sentiment just hit an all-time low. Americans are spending more than ever. And nobody can explain why. Until now. This week on Wealth Transparency, Michelle Connell of Portia Capital Management and Andrew Tang of Turner Financial Group did not just connect the dots. They redrew the entire map and handed it to you. OPEC dropped output 27% in a single month. The IMF slashed global growth fo...

Six topics. One conversation. And not a single one of them is getting the attention it deserves. Michelle Connell of Portia Capital Management and Andrew Tang of Turner Financial Group joined me this week on Wealth Transparency , and we went everywhere. Bond markets, the Strait of Hormuz, mortgage demand, oil futures, ECB leadership, and the IMF. These are not isolated stories. They are all pullin...

The financial landscape is more unpredictable than ever. On Wealth Transparency,   I sit down with Michelle Connell from Portia Capital Management, Lex Nikpour from Ethos Financial Group, and Andrew Tang from Turner Financial Group to uncover the hidden pressures shaking markets today. From oil volatility to inflation spikes and global tensions, this full episode dives into how these forces are af...

Oil prices are soaring, and everyone is watching. But why are some investors betting against the trend? In this episode of Wealth Transparency , I sit down with Bill Lane of Ethos Financial Group, Michelle Connell of Portia Capital Management, and Andrew Tang of Turner Financial Group to examine how oil, inflation, and interest rates interplay, and what that could mean as conditions evolve. As the...

Yesterday I asked a question. What happens if the world stops buying America’s debt? Today’s full Wealth Transparency episode takes that question much further. I’m joined by Andrew Tang of Turner Financial Group and Michelle Connell of Portia Asset Management as we examine rising debt, shifts in the labor market, the explosion of artificial intelligence infrastructure, and how investors are thinki...

The market is terrified, and right now, fear is spreading faster than the headlines. On Wealth Transparency, I sit down with Andrew Tang from Turner Investments and Michelle Connell from Portia Capital Management to show how market panic is driven more by fear and uncertainty than by real economic threats. Oil disruptions through the Strait of Hormuz and LNG shortages are rattling markets, but the...

Markets are rattling even when giants report record earnings. Time is running out to understand why. That reaction should jolt you, not reassure you. Here is what that silence is signaling right now: •AI-fueled revenue strength is colliding with hesitation in price conviction. •Massive data center and infrastructure spending is rising while expectations rise even faster. •Rate volatility and housi...

The Dow hits 50,000. China is pulling back from U.S. debt. Interest rate shifts are looming. Iran tensions are escalating. Michelle Connell of Portia Capital Investment Management, Andrew Tang of Turner Investment Management, and Bill Lane and Lex Nikpour of Ethos Financial Group join me in Episode 3 of Wealth Transparency to cut through market headlines and give investors insight into the risks a...

Markets move before the headlines do. If you wait for confirmation, the move is already over. In episode two of Wealth Transparency , I am joined by Andrew Tang of Turner Financial Group, Michelle Connell of Portia Asset Management, and Lex Nikpour of Ethos Financial Group to confront the gap between what investors are told and what institutional money is doing. We unpack hedge fund rotation away...

Markets are sending mixed signals, and last week left many investors confused. In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments. We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks. This is how advisors are thinking about...

test https://www.youtube.com/@MakingSensewithEdButowsky 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. Past performance is not ind...

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing. The CHIP Score helps answer questions such as: How is my portfolio performing in relation to my financial needs? Am I keeping up with increases in my cost of living? Is...

Investing during a bull market can make it seem like the stock market is easy, but we know investors still have questions. A bull market occurs when the market rises around 20% from recent lows. In this episode, Ed and Jordan will cover the key topics: What is a bull market? What is a bear market? What should investors do during a bull market? Recent examples of bull markets compared to bear marke...

This week, Ed Butowsky and Jordan McFarland discuss the important topic of investment correlation and how it impacts your portfolio and investment returns. In this episode, they cover: What is investment correlation? Why should the average person care, and how can they determine their own investment correlation? The benefits of having low correlation in a portfolio How different sectors correlate...

In this episode, Ed Butowsky and Jordan McFarland discuss two of the most ambiguous terms in the financial world: risk and diversification. They emphasize that vague planning leads to unclear outcomes, undermining the purpose of proper financial planning. Key topics covered include: Risk Tolerance Proper Diversification Correlation in Your Portfolio Specific Examples Be sure to turn your question...

In this episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland discuss the issue of over concentration in the investment world. From professional athletes to high-earning entrepreneurs, many investors have portfolios that are too heavily concentrated, leading to excessive risk. Ed and Jordan discuss the following topics: Overconcentration versus diversification Professional athletes...

Real estate investment is a well-known avenue that has remained a cornerstone of American investment culture. With its tangible assets, potential for appreciation, and opportunity for cash flows, real estate can be a lucrative investment, particularly for individuals with substantial assets. However, in today's discussion, we're delving into REITs, a distinct type of real estate investme...

What was once a routine milestone for many just a few decades ago has now become a significant challenge in today's world. The landscape of homeownership in America has dramatically changed due to various factors: institutions buying up housing, rising interest rates, escalating home prices, and ongoing supply and demand issues have all made buying a home more difficult than ever. In today’s...

In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them. Vijay's firm, Scarsdale Capital, has proven different. In this episode: Vijay’s background...