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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Riding the Thin Edge of a Rail with Risk Reversal

Riding the Thin Edge of a Rail with Risk Reversal

Guy Adami and Dan Nathan, the OG's of financial influence and founders of the Risk Reversal media empire, join the Express to reveal their processes and approach to trading the markets while talking a...

3 Huhti 202335min

Decoding the Fed's Latest Decision for Clues to the Future

Decoding the Fed's Latest Decision for Clues to the Future

Anastasia Amoroso, Chief Investment Strategist for iCapital, rejoins the show to help decode the Fed's latest decision on interest rates and the curious language in its statement. Plus, what she is lo...

27 Maalis 202334min

Looking at the Glass Half-Full as the Fed Meets on Rates

Looking at the Glass Half-Full as the Fed Meets on Rates

Justin Wolfers, professor of public policy and economics at the University of Michigan, says the economy is in much better shape than most people think, and the Fed actually can hike rates while putti...

20 Maalis 202333min

What Really Brought Down Silicon Valley Bank and What Happens Next

What Really Brought Down Silicon Valley Bank and What Happens Next

Christopher Whalen, Chairman of Whalen Global Advisors, and author of the Institutional Risk Analyst newsletter, joins the show to explain how SVB's mismanagement and the Fed's lack of awareness of th...

13 Maalis 202333min

The Journey to Investing and Financial Wellness with Phil Pearlman

The Journey to Investing and Financial Wellness with Phil Pearlman

Phil Pearlman joins the Express to talk about the importance of harmonizing our financial health with our emotional and physical wellbeing, and the path to getting there. Plus, there are plenty of sec...

6 Maalis 202330min

The Good, The Bad, and The Beautiful of Spain's Economy in 2023

The Good, The Bad, and The Beautiful of Spain's Economy in 2023

The Express visits Barcelona Spain for a deep dive into the culture and the economic underpinnings of this European gem. Angel Talavera of Oxford Economics helps us understand Spain's economy, and whe...

27 Helmi 202330min

Why Investors May be Irrationally Exuberant Right Now

Why Investors May be Irrationally Exuberant Right Now

Liz Young, Chief Investment Strategist at SoFi, climbs back aboard The Express to explain why investors may be overly optimistic right now, and what key signals to watch for in the coming months to te...

20 Helmi 202333min

There is an ETF for That!

There is an ETF for That!

The Express heads to ETF Exchange to learn what is coming down the tracks for investors who ride the exchange traded funds rails. Todd Rosenbluth of VettaFi and Reggie Browne of GTS join the show to t...

13 Helmi 202328min

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