Episodios

  • The Capital View - Quarter 1, 2024 - Balancing Act
    Apr 16 2024

    Entering 2024, investors confidently predicted up to seven Federal Reserve rate cuts this year, beginning in March, with our economy gliding in for the softest of landings...

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    8 m
  • The Capital View-February 2024-Shades of Gray
    Mar 15 2024

    Interest rates pull the strings of financial markets. They're the charge for money we've loaned and the required return used to discount future cash flows to the present....

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    10 m
  • The Capital View - 4th Quarter 2023 - Unrecognized Simplicities
    10 m
  • The Capital View - Third Quarter 2023 - Strong Beliefs, Loosely Held
    Oct 20 2023

    We all can study economics and finance to learn how markets are supposed to work. Economic data and financial metrics are always helpful, but understanding prevailing investor psychology is essential...

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    8 m
  • The Capital View - August 2023 - Stay In Your Lane
    Sep 19 2023

    One iron rule of investing is what looks inevitable in hindsight was far from evident at the time - a reality highlighting the importance of managing portfolio risk.....

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    11 m
  • The Capital View - June 2023 - Tilting The Odds
    Jul 17 2023

    Investing well has little to do with our intelligence and plenty to do with behavior. Check Twitter, Instagram, or Facebook, and regardless of how markets or the economy are performing, inevitably, there's a cynical mob declaring....

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    11 m
  • The Capital View - March 2023 - Future Regrets
    Apr 19 2023

    People don't necessarily want the truth for many things in life - especially politics, relationships, and investing - we want certainty....

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    10 m
  • The Capital View - February 2023 - Inflection Points
    Mar 16 2023

    Throughout our investing lives, the decisions we make today, tomorrow, or next week won't matter as much as our actions during the small number of days...

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    8 m