The Capital View With Travis Portwood Author: Travis Portwood This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View. Be a guest on this podcast Language: en-us Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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The Capital View - Q2 2025- Thin Nets and Tall Giants
Monday, 14 July, 2025

Howard Marks tells one of my favorite stories about overconfidence and humility. A gambler once heard of a horse race with only one horse—a sure thing if ever there was one. Sensing fortune's nod, he rushed off to the track, rent money in hand. But halfway around, the lone horse veered off course, jumped the fence, and disappeared into the fields. Confidence met reality, and reality won...

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