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The Capital View With Travis PortwoodAuthor: Travis Portwood
This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Capital View - Q3 2025 - One Hurts, The Other Haunts
Wednesday, 22 October, 2025
Today, it's harder than ever to be a diversified investor. As the thrill of artificial intelligence (AI) and the promise of lower rates have driven stocks to new highs, the fear of missing out tightened its grip. Investors chase what feels good now instead of asking, What happens next? A rate cut may lift stocks today, but what does it mean for inflation, liquidity, or earnings six months from now? Beneath the surface, a quieter truth remains: progress takes time. Now is a time to emphasize patience and balance—because in markets like these, discipline compounds faster than excitement...
