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The Capital View With Travis Portwood

The Capital View With Travis Portwood

By: Travis Portwood
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 This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View.© 2025 The Capital View With Travis Portwood Economics Personal Finance
Episodes
  • The Capital View - Q3 2025 - One Hurts, The Other Haunts

    The Capital View - Q3 2025 - One Hurts, The Other Haunts
    Oct 22 2025

    Today, it's harder than ever to be a diversified investor. As the thrill of artificial intelligence (AI) and the promise of lower rates have driven stocks to new highs, the fear of missing out tightened its grip. Investors chase what feels good now instead of asking, What happens next? A rate cut may lift stocks today, but what does it mean for inflation, liquidity, or earnings six months from now? Beneath the surface, a quieter truth remains: progress takes time. Now is a time to emphasize patience and balance—because in markets like these, discipline compounds faster than excitement...
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    10 mins
  • The Capital View - Q2 2025- Thin Nets and Tall Giants

    The Capital View - Q2 2025- Thin Nets and Tall Giants
    Jul 14 2025

    Howard Marks tells one of my favorite stories about overconfidence and humility. A gambler once heard of a horse race with only one horse—a sure thing if ever there was one. Sensing fortune's nod, he rushed off to the track, rent money in hand. But halfway around, the lone horse veered off course, jumped the fence, and disappeared into the fields. Confidence met reality, and reality won...
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    8 mins
  • The Capital View- Q1 2025- Built to Last

    The Capital View- Q1 2025- Built to Last
    Apr 11 2025

    Your advisor trumpets the shelter of diversification. You Nod. It sounds wise enough. But what does it really mean? It means there is always something in your portfolio you hate.
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    9 mins
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