Searching for the Soul of Wealth with Brian Portnoy

Searching for the Soul of Wealth with Brian Portnoy

Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023. LINKS FOR SHOW NOTES https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022 https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785 www.spglobal.com/marke...960244 www.investopedia.com/terms/c/capitulation.asp https://www.shapingwealth.com/ https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Wealth Management in the Age of AI

Wealth Management in the Age of AI

The $2 Trillion wealth management industry is facing an existential pivot point as Artificial Intelligence has made financial planning much more efficient, and much less reliant on human touch. Jason ...

9 Maalis 33min

Fallout From the Attack on Iran

Fallout From the Attack on Iran

The attack on Iran led by the U.S. and Israel has global markets reeling as investors brace for more uncertainty in the oil-heavy region. Jay Woods of Freedom Capital Markets drops in to show us how t...

2 Maalis 28min

The Vibe Economy is Not Vibing

The Vibe Economy is Not Vibing

With the Supreme Court striking down the Trump Administration’s reciprocal tariffs, and the announcement of new 15% tariffs by The White House, the economic forecast has become another blizzard of unc...

23 Helmi 41min

Looking for a Reason to Believe

Looking for a Reason to Believe

With the stock market coming off its worst week all year and the biggest stocks rolling over, investors continue to believe better times are ahead. Guy Adami, co-founder of Risk Reversal and co-star o...

16 Helmi 41min

What Is, and Isn’t Working in this Market

What Is, and Isn’t Working in this Market

The icy winds of volatility could not break through investors’ willingness to buy the dip, sending the Dow Jones Industrials beyond 50,000 for the first time, but trends have been broken inside the ma...

9 Helmi 38min

Debasement Trade About Face

Debasement Trade About Face

The shine came off of precious metals just as investors piled into the debasement trade on the heels of the Dollar’s decline leaving a raft of questions about which assets to hold in times of uncertai...

2 Helmi 40min

The National and Economic Security Portfolio

The National and Economic Security Portfolio

There’s a through line that runs through the White House’s ambitions in Venezuela and Greenland, and it has all been laid out in its National Security policy that calls for a stronger military, access...

26 Tammi 37min

The Real Deal Inside the Jobs Market

The Real Deal Inside the Jobs Market

Greenland becomes the new chip in the tariff war and the European Union threatens to pull out an economic bazooka to deter the White House. Investors have generally looked past the geopolitical turbul...

20 Tammi 40min

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