# Michelle Connell
শীর্ষ পডকাস্ট এপিসোড
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Top podcast episodes featuring michelle connell.
Banks Are Strong, AI Is Accelerating, and Global Trade Is Under Pressure
JP Morgan is posting a 20% return on equity, the national debt is closing in on $40 trillion, and shipping lanes are being rerouted around active conflict zones.In today's rapidly changing economic environment, understanding the financial landscape is crucial. Joining me on the latest episode of We…
The Fed Is Stuck, AI Is Rewriting the Rules, and Your Portfolio Is Caught in the Middle
Good news for the economy can be bad news for your portfolio.
That is one of the biggest contradictions investors are facing today. A stronger economy can keep rates higher, while weaker data can fuel hopes for rate cuts. The question is which signal matters more.
This episode of Wealth Transparenc…
Everything Is Going Up. So What's the Catch?
The economy is moving. The questions are moving faster.
Home prices are at record highs, bank earnings are strong, and consumers are still spending. But interest rates are not falling, mortgage rates are creeping back toward 7%, and nobody knows how long any of these holds.
That is the full pictur…
The Economy Is Not Broken. You Are Just Being Told the Wrong Story.
Wall Street is questioning whether AI infrastructure spending will deliver results fast enough, while energy is starting to challenge technology’s leadership in the S&P 500.
Oil prices are rising. The cost of building homes remains elevated. Mortgage rates are back above 6.8%. Airlines are under pr…
The Inflation Nobody Is Talking About Is Already in Your Bills
The bills are here. The headlines are not.
China processes over 90% of the world's rare earth minerals. Copper supply is projected 25% short through 2035. Shipping insurance costs are climbing with no resolution in sight. Utility companies are filing for record rate hikes.
None of these made the fr…
You Can't Buy an Index and Go to Sleep Anymore
Are the markets at all-time highs built on solid ground or heading for a cliff?Wall Street is playing a brutal game of show me. Blind faith in a broad index carries risk right now. Michelle Connell of Portia Capital Management, Andrew Tang of Turner Financial Group, and I rip the lid off the forces…
The Labor Market, Oil, Japan, and Europe: What the Headlines Are Not Telling You
While everyday investors sleepwalk through a rapidly changing market, mainstream headlines are missing three financial pressures developing beneath the surface.
Michelle Connell of Portia Capital Management, Andrew Tang of Turner Financial Group, and I pull back the curtain on Wealth Transparency t…
The Moment You Take Responsibility, Your Life Changes with Michelle Connell, CFA
In this episode of Built For This: Stories of a Maverick, host Jenna Bayuk sits down with Michelle Connell, CFA, Owner/President of Portia Capital Management, LLC, and Adjunct Professor for Naveen Jindal School of Management at The University of Texas at Dallas to discuss the connection between wea…
Your Wages Are Up 3%. Your Costs Are Up 7%. Here Is What Nobody Is Telling You.
That gap between what you earn and what everything costs isn't an accident; it is a structural drain on your wealth.Wages are up 3%. Prices are up 7%. China's weak domestic demand is pushing deflationary pressures into global markets, while American families continue to face higher costs. The US 30…
The World Is Broke and Nobody Is Saying It
The world’s biggest economies need more money at exactly the wrong time.
Governments need more money. Investors are demanding more to lend it to them. It only takes one country to falter for a systemic problem to take over everything.
Japan, the UK, France, Germany, and the United States are all de…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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