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 Truth About Our Financial Futures

The Truth About Our Financial Futures

Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the governmen...

20 Okt 202541min

How Not To Invest

How Not To Invest

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of t...

13 Okt 202545min

Chef Tom Colicchio on Innovation and Inspiration in and out of the Kitchen

Chef Tom Colicchio on Innovation and Inspiration in and out of the Kitchen

For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling c...

6 Okt 202526min

Shutdown Showdown Amid Record Highs

Shutdown Showdown Amid Record Highs

The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop belie...

6 Okt 202523min

Can the Relentless Bid be Stopped?

Can the Relentless Bid be Stopped?

The stock market defied its historical odds by surging in September despite concerns about a slowing economy, overvaluation, and tariffs. So what, if anything, can stop investors’ relentless bid on th...

29 Sep 202533min

The $16 Trillion Stock Rally

The $16 Trillion Stock Rally

The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor...

22 Sep 202535min

The Future of the Fed at a Crossroads

The Future of the Fed at a Crossroads

The future of the Federal Reserve’s independence will come into clearer focus this week as the central bank will likely lower interest rates for the first time since last December, potentially pacing ...

15 Sep 202531min

Future-Proofing Wealth Management

Future-Proofing Wealth Management

The wealth management industry finds itself facing a cascading wave of wealth transfer, A.I. disruption, and a never-ending conveyor belt of product choices. That’s why thousands of them flock to the ...

8 Sep 202520min

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