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 pulling on the same thread.

Andrew shared a perspective on why the world keeps buying US treasuries that I had never considered before. Michelle walked through how the ripple effects of these supply chain disruptions may take longer to resolve than most people expect. And we touched on how oil trades in the futures market, because the number at the pump is only part of the story.

This is the conversation that is not making it into your morning meetings. Like it, follow so you never miss what comes next, and send this to the person in your life who wants to stay informed.

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.

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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 affecting your investments. We break down what investors may be missing, why conventional wisdom isn’t enough, and how to position yourself before surprises hit your portfolio.

This isn’t theory. These are real strategies you can act on today to protect your wealth and seize opportunities.

Stop guessing and start understanding. Watch this full episode now to see how market shifts could directly impact your financial future. If you value actionable insights, hit like, subscribe to stay ahead of the curve, and share this with anyone who cannot afford to be caught off guard. The time to act is now.

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

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 discussion unfolds, a different perspective emerges—one that questions the current energy trajectory and considers what might happen if oil prices decline from here.

If you watched yesterday’s teaser, here’s the full discussion on the leveraged energy trade and its potential market impact.

Watch the full episode to understand their reasoning, gain clarity on possible market moves, and decide where you stand. If it makes you reconsider your views on energy or portfolios, share it with someone who would benefit. Follow along for more discussions like this and stay connected for ongoing market insights.

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

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 thinking about valuations right now.

But the real question is this.

What do you think happens next?

From debt pressures that could weaken the dollar, to labor challenges hitting everyday Americans, to the AI boom transforming how investors think, the stakes are higher than ever. Every corner of the economy is being tested, and your portfolio could be next.

Don’t just watch, engage: drop your take in the comments, tag a friend who needs this insight, share with anyone serious about markets, and follow for the next Wealth Transparency episode. The clock is ticking, and understanding these shifts could change how you invest tomorrow.

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 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 fear is far greater than the reality.

Tech stocks like Microsoft, Oracle, and Broadcom are being unfairly punished.

ERY, the two-times oil ETF, is surging, showing just how mispriced short-term oil risk has become.

Fear is running rampant, and the market is moving ahead of the facts. Watch this episode now, hit that like button, subscribe to stay informed, and follow us to see the truth before panic dictates your portfolio.


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 a text

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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 housing pressure are quietly tightening financial conditions.

In this full episode of Wealth Transparency, I press Andrew Tang of Turner Investments, Michelle Connell of Portia Investment Management, and Bill Lane of Ethos Financial Group to address the growing gap between headline earnings and market conviction and to explain why that gap can precede meaningful repricing when sentiment finally shifts.

Do not scroll past this. Watch now, share this insight with someone who needs it, and subscribe to stay ahead of every market move.

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 a text

Support the show

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 and opportunities shaping portfolios right now.

Markets move fast. Don’t get caught off guard. Watch the full episode, subscribe for insights, and share with anyone who needs to see this.

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

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 from crowded large-cap trades, violent reversals in gold, silver, and Bitcoin, and the fear driving reactions to AI-driven disruption. These are not abstract trends. They are active decisions reshaping portfolios right now.

This episode focuses on how professional investors are adjusting risk, reallocating capital, and responding to changing market conditions in real time.

If markets move first and headlines follow, this is where you see the move while there is still time to act. Watch episode two of Wealth Transparency now.



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