31 episodes

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

The Capital View With Travis Portwood Travis Portwood

    • Business

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

    The Capital View - Quarter 1, 2024 - Balancing Act

    The Capital View - Quarter 1, 2024 - Balancing Act

    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...

    • 8 min
    The Capital View-February 2024-Shades of Gray

    The Capital View-February 2024-Shades of Gray

    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....

    • 10 min
    The Capital View - 4th Quarter 2023 - Unrecognized Simplicities

    The Capital View - 4th Quarter 2023 - Unrecognized Simplicities

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

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

    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...

    • 8 min
    The Capital View - August 2023 - Stay In Your Lane

    The Capital View - August 2023 - Stay In Your Lane

    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.....

    • 11 min
    The Capital View - June 2023 - Tilting The Odds

    The Capital View - June 2023 - Tilting The Odds

    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....

    • 10 min

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