The Capital View With Travis Portwood

The Capital View With Travis Portwood

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This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View.

Travis Portwood


    • Apr 11, 2025 LATEST EPISODE
    • infrequent NEW EPISODES
    • 8m AVG DURATION
    • 34 EPISODES


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    Latest episodes from The Capital View With Travis Portwood

    The Capital View- Q1 2025- Built to Last

    Play Episode Listen Later Apr 11, 2025 9:06


    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.

    The Capital View - September 2024 - Widen Your Lens

    Play Episode Listen Later Oct 22, 2024 8:22


    There's a story about American writers Kurt Vonnegut and Joseph Heller attending a party given by a hedge fund billionaire on the exclusive Shelter Island.  Kurt asked Joe, "How does it make you feel to know our host only yesterday may have made more money than your novel 'Catch-22' has earned in its entire history?"  Joe responded, "Yes, but I have something he can never have."  "What's that?"  asked Kurt.  "Enough," replied Joe.  Comparison is the thief of joy....

    The Capital View - May, 2024 - Time and Pressure

    Play Episode Listen Later Jun 17, 2024 11:53


    Our relationship with money and markets is complex. Wealth and luxury are relative. Both are just a comparison between what we have and what other people have. Comparison is the thief of joy...

    The Capital View - Quarter 1, 2024 - Balancing Act

    Play Episode Listen Later Apr 16, 2024 8:00


    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...

    The Capital View-February 2024-Shades of Gray

    Play Episode Listen Later Mar 15, 2024 10:15


    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....

    The Capital View - 4th Quarter 2023 - Unrecognized Simplicities

    Play Episode Listen Later Jan 16, 2024 10:28


    The Capital View - Third Quarter 2023 - Strong Beliefs, Loosely Held

    Play Episode Listen Later Oct 20, 2023 8:25


    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...

    The Capital View - August 2023 - Stay In Your Lane

    Play Episode Listen Later Sep 19, 2023 11:17


    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.....

    The Capital View - June 2023 - Tilting The Odds

    Play Episode Listen Later Jul 17, 2023 10:52


    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....

    The Capital View - March 2023 - Future Regrets

    Play Episode Listen Later Apr 19, 2023 9:51


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

    The Capital View - February 2023 - Inflection Points

    Play Episode Listen Later Mar 16, 2023 7:48


    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...

    December 2022 Market Commentary - New Year, the Same Threats

    Play Episode Listen Later Jan 12, 2023 7:00


    History is driven by surprising events, but obvious events drive forecasting.  Our inability to predict the past never dampens our appetite to forecast the future....

    October 2022 Market commentary - Silver Linings

    Play Episode Listen Later Nov 15, 2022 8:32


    What's going to change over the next ten years? A sensible question.  We know a great deal will shift over a decade. However, we rarely ask, "what's not going to change over the next ten years?"  The second question is probably more important...

    September 2022 Market Commentary - Decades Not Days

    Play Episode Listen Later Oct 14, 2022 9:33


    Courage to invest long-term means accepting the past wasn't as good as you remember, the present isn't as bad as it feels, and the future will surpass your expectations...

    July 2022 Market Commentary - The Most Important Thing

    Play Episode Listen Later Aug 16, 2022 9:39


    When Warren Buffett started his first investment partnership in 1956, he set expectations by establishing several ground rules for his partners. He explained what he could and couldn't do, along with matters about which he was uncertain....

    June 2022 Market Commentary - When The Bill Comes Due

    Play Episode Listen Later Jul 14, 2022 9:09


    What if we're wrong?  Any sound investment philosophy begins with this question.  The past two years remind us that financial ambushes lurk around every corner....

    April 2022 Market Commentary - Setting The Sail

    Play Episode Listen Later May 16, 2022 9:12


    Risk happens gradually, then all at once.  Inconvenient slips needle us as markets rise, while ruthless wealth plundering declines stun us as they tumble.  Over the past two years, we've gone from the most significant economic crisis since the Great Depression......

    The Capital View - March 2022 - Taking The Long Way

    Play Episode Listen Later Apr 14, 2022 8:22


    When we're losing money, markets can feel like a casino. That feeling, while natural, is inaccurate. The longer we gamble in a casino, the more odds tilt in the house's favor. Vegas is "Vegas" for a reason. The longer we stay in the game, the greater our odds of success.

    The Capital View, February 2022 - The Narrow Path

    Play Episode Listen Later Mar 15, 2022 7:03


    History doesn't crawl; it leaps.  Significant events that change the world seem abrupt, shaking our confidence casting the world in a dense fog.  More times than not, giant leaps aren't giant at all.....

    The Capital View - January 2022

    Play Episode Listen Later Feb 16, 2022 6:35


    Stock market history is the story of enormous gains with bouts of sheer terror amid the drumbeat of constant chaos.  All past declines appear like opportunities through the lens of hindsight, while uncertainty paints all future market slides as risks.....

    December 2021 Market Commentary - Impossible Tasks

    Play Episode Listen Later Jan 18, 2022 8:59


    History is the study of surprising events.  Ironically, historical data, littered with surprises, is the compass guiding us into the future.  Following an erratic two years, we covet predictability in 2022...

    November 2021 Market Commentary - The Playbook

    Play Episode Listen Later Dec 14, 2021 6:59


    Current times usually seem complicated, and we fondly remember golden earlier days.  But the past certainly wasn't as comfortable as we remember, with more challenges than we often recall.  The same is true with investing....

    October 2021 Market Commentary

    Play Episode Listen Later Nov 17, 2021 6:48


    We all crave certainty.  It's in our DNA.  But investing success isn't about discovering one optimal investment solution.  Optimal solutions don't exist because factors in the investment equation constantly shift.  What worked yesterday won't always work today...

    September 2021 Market Commentary-Borrowing From The Future

    Play Episode Listen Later Oct 13, 2021 9:48


    Finance professor Elroy Dimson says, "risk means more things can happen than will happen."  Lurking beneath that comment is the sobering realization that if the COVID crisis had never occurred, something just as wild and unpredictable could have replaced it....

    August 2021 Commentary - Optionality

    Play Episode Listen Later Sep 14, 2021 7:03


    On March 23rd, 2020, The S&P 500 dangled at 2,237.40.  Three hundred and fifty-four trading days later, on August 16th, 2021, the S&P 500 closed at 4,479.71.  The fastest 100% gain off a bottom since World War II....

    July 2021 - All of the Lights

    Play Episode Listen Later Aug 13, 2021 8:31


    Distraction is the enemy of success. And distractions in the investing realm are well supplied. Wall Street never hesitates, dispensing arbitrary advice; "you need this," or "you should do that." The pundits on CNBC don't know you or your family...

    Quarter 2 2021 Market Commentary - Expect the Unexpected

    Play Episode Listen Later Jul 6, 2021 8:43


    Wealth isn't about having vast sums of money; it's about having a variety of options.  The more flexibility you have, the less you need to know what happens next.

    April 2021 Market Commentary - Tug of War

    Play Episode Listen Later May 19, 2021 7:18


    Science is a discipline pursued with passion.  Art is a passion pursued with discipline; Investing balances in between.  The best way to navigate an investing world governed by odds - not certainty - is to leave room for error.....

    Quarter 1 2021 Market Commentary - Running Ahead

    Play Episode Listen Later Apr 16, 2021 10:37


    When we buy a company's stock, we know the worst-case scenario - you can lose 100% of your investment. The best-case scenario is unknown - our upside is endless. . .

    February 2021 Market Commentary - Consistency over Intensity

    Play Episode Listen Later Mar 16, 2021 7:33


    January 2021 Market Commentary - Disoriented

    Play Episode Listen Later Feb 17, 2021 8:22


    Q4 Commentary - Less Certainty, More Inquiry

    Play Episode Listen Later Jan 15, 2021 9:21


    November Commentary - Multiple Futures, One Past

    Play Episode Listen Later Dec 14, 2020 7:22


    October Commentary - The Pessimist & The Optimist

    Play Episode Listen Later Nov 29, 2020 7:48


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