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 Financial Group. We dive into how the banks are not only surviving but thriving post-financial crisis....
Jun 30
22 min
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 Andrew Tang of Turner Financial Group returned to Wealth Transparency to work through the competin...
Jun 24
18 min
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 at 11%. Insurance premiums are up 40% or more in storm-prone states. Fire departments in rural A...
Jun 16
28 min
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 Management, Lex Nikpour of Ethos Financial Group, Andrew Tang of Turner Financial Group, and I cove...
Jun 9
32 min
Ray Micaletti of Ethos Financial Group called it. Andrew Tang of Turner 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 American companies. The AI infrastructure is being built out, which is lifting an entire economy in ways mo...
Jun 2
28 min
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, spreading layoffs, weakening shipping demand, and the speed at which companies are now turning to AI to ...
May 28
19 min
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 forecasts. Green investing is collapsing. And the sectors emerging from the rubble are generating...
Apr 29
21 min
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 treasu...
Apr 14
24 min
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 wisd...
Apr 7
34 min
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 traje...
Mar 24
22 min
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