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

Episoder(293)

The Measure of Financial Influence with Mrs. Dow Jones

The Measure of Financial Influence with Mrs. Dow Jones

Haley Sacks, aka “Mrs. Dow Jones”, joins the Express to talk about her journey to becoming a financial pop star, and what her hundreds of thousands of followers are asking her about every day. Plus, h...

22 Aug 202229min

Going Back to School with Stock Market Fundamentals

Going Back to School with Stock Market Fundamentals

Brian Feroldi, the author of, "Why Does the Stock Market Go Up?", joins the show as we go back to the fundamentals of the stock market and how to invest for the long term as the market switches cycles...

15 Aug 202230min

Live from InvestFest with Downtown Josh Brown, BitBoy Crypto, and Lamar Wilson

Live from InvestFest with Downtown Josh Brown, BitBoy Crypto, and Lamar Wilson

The Express steamed down to Atlanta for InvestFest by Earn Your Leisure, and we caught up with Downtown Josh Brown to talk about why this market is the ideal time for young investors to learn the righ...

8 Aug 202231min

Examining the Health of the Stock Market with Dr. Ed Yardeni

Examining the Health of the Stock Market with Dr. Ed Yardeni

Dr. Ed Yardeni, the founder, president and Chief Investment Officer of Yardeni Research on why the stock market may have bottomed in June, and what key health indicators we should focus on to see if t...

1 Aug 202230min

Untangling the Economic Enigma that is Argentina

Untangling the Economic Enigma that is Argentina

How could such a beautiful country blessed with abundant natural resources, a well-educated workforce, and access to trading partners around the world be mired with sky-high inflation and an unstable ...

25 Jul 202239min

Exploring the Depths of the Downturn with Dan Niles

Exploring the Depths of the Downturn with Dan Niles

Dan Niles, the legendary investor and founder of The Satori Fund, explains why the stock market could fall another 20-35% from here, and why this cycle is different from anything most investors have e...

18 Jul 202236min

Introducing the Express-o Awards with Sam Ro

Introducing the Express-o Awards with Sam Ro

Sam Ro, the veteran business news journalist and author of the TK'er substack joins the Express to help us launch the Express-o Awards, where we honor the best, worst and most dynamic stories of the f...

11 Jul 202234min

Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson

Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson

Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors...

5 Jul 202231min

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