Épisodes

  • Is the Market Overreacting to the Iran Conflict?
    Mar 10 2026

    The market is terrified, and right now, fear is spreading faster than the headlines.

    On Wealth Transparency, I sit down with Andrew Tang from Turner Investments and Michelle Connell from Portia Capital Management to show how market panic is driven more by fear and uncertainty than by real economic threats.

    Oil disruptions through the Strait of Hormuz and LNG shortages are rattling markets, but the fear is far greater than the reality.

    Tech stocks like Microsoft, Oracle, and Broadcom are being unfairly punished.

    ERY, the two-times oil ETF, is surging, showing just how mispriced short-term oil risk has become.

    Fear is running rampant, and the market is moving ahead of the facts. Watch this episode now, hit that like button, subscribe to stay informed, and follow us to see the truth before panic dictates your portfolio.


    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

    All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
    No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
    Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
    Innovation Partners LLC and Chapwood Investments are not affiliated.

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    17 min
  • Record Earnings Can’t Stop the Sell-Off. Are Markets Breaking Their Own Rules?
    Mar 3 2026

    Markets are rattling even when giants report record earnings. Time is running out to understand why.

    That reaction should jolt you, not reassure you.

    Here is what that silence is signaling right now:
    •AI-fueled revenue strength is colliding with hesitation in price conviction.
    •Massive data center and infrastructure spending is rising while expectations rise even faster.
    •Rate volatility and housing pressure are quietly tightening financial conditions.

    In this full episode of Wealth Transparency, I press Andrew Tang of Turner Investments, Michelle Connell of Portia Investment Management, and Bill Lane of Ethos Financial Group to address the growing gap between headline earnings and market conviction and to explain why that gap can precede meaningful repricing when sentiment finally shifts.

    Do not scroll past this. Watch now, share this insight with someone who needs it, and subscribe to stay ahead of every market move.


    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

    All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
    No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
    Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
    Innovation Partners LLC and Chapwood Investments are not affiliated.

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    20 min
  • Dow 50,000. War Risk. Are Investors About to Get Blindsided?
    Feb 24 2026

    The Dow hits 50,000.

    China is pulling back from U.S. debt. Interest rate shifts are looming. Iran tensions are escalating.

    Michelle Connell of Portia Capital Investment Management, Andrew Tang of Turner Investment Management, and Bill Lane and Lex Nikpour of Ethos Financial Group join me in Episode 3 of Wealth Transparency to cut through market headlines and give investors insight into the risks and opportunities shaping portfolios right now.

    Markets move fast. Don’t get caught off guard. Watch the full episode, subscribe for insights, and share with anyone who needs to see this.


    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

    All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
    No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
    Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
    Innovation Partners LLC and Chapwood Investments are not affiliated.

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    27 min
  • What Institutional Investors Are Watching Before Headlines Move Markets
    Feb 10 2026

    Markets move before the headlines do. If you wait for confirmation, the move is already over.

    In episode two of Wealth Transparency, I am joined by Andrew Tang of Turner Financial Group, Michelle Connell of Portia Asset Management, and Lex Nikpour of Ethos Financial Group to confront the gap between what investors are told and what institutional money is doing.

    We unpack hedge fund rotation away from crowded large-cap trades, violent reversals in gold, silver, and Bitcoin, and the fear driving reactions to AI-driven disruption. These are not abstract trends. They are active decisions reshaping portfolios right now.

    This episode focuses on how professional investors are adjusting risk, reallocating capital, and responding to changing market conditions in real time.

    If markets move first and headlines follow, this is where you see the move while there is still time to act. Watch episode two of Wealth Transparency now.



    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

    All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
    No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
    Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
    Innovation Partners LLC and Chapwood Investments are not affiliated.

    Send a text

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    24 min
  • Markets, Metals, and Moves: Insider Insights You Can’t Miss
    Feb 3 2026

    Markets are sending mixed signals, and last week left many investors confused.

    In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments.

    We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks.

    This is how advisors are thinking about portfolio positioning when volatility refuses to go away.

    ➡️ About Chapwood Investments ⬅️

    Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs.

    Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes.

    Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.

    Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/

    ➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️

    If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com.

    ➡️ Looking for more information? ⬅️

    Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information.

    Listen to our brand new podcast wherever you listen to yours. You can find us by searching “Wealth Transparency with Ed Butowsky”.

    Check out Ed's personal websites! Visit https://edbutowsky.com/ https://edbutowsky.video/

    ➡️ Want to Connect? ⬅️

    Facebook – https://www.facebook.com/chapwoodinvestments/
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    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

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    34 min
  • Making Sense with Ed Butowsky - Chapter 1
    Sep 9 2025

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    https://www.youtube.com/@MakingSensewithEdButowsky

    Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results.

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    35 min
  • SCORE Your Portfolio: CHIP Score
    Jun 21 2024

    In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.

    The CHIP Score helps answer questions such as:

    • How is my portfolio performing in relation to my financial needs?
    • Am I keeping up with increases in my cost of living?
    • Is my portfolio properly diversified for my goals?
    • How much risk am I taking?

    To learn more about the CHIP Score and how to find your own, visit www.chapwoodinvestments.com or the "Making Sense with Ed Butowsky" YouTube page.

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    12 min
  • Investing in a BULL Market
    Jun 14 2024

    Investing during a bull market can make it seem like the stock market is easy, but we know investors still have questions.

    A bull market occurs when the market rises around 20% from recent lows. In this episode, Ed and Jordan will cover the key topics:

    • What is a bull market?
    • What is a bear market?
    • What should investors do during a bull market?
    • Recent examples of bull markets compared to bear markets

    Be sure to subscribe and check out the rest of our podcast library!

    Remember: ALL content is purely educational in nature and should not be taken as a recommendation. You should consult with your legal, financial, or tax advisor as needed.

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    32 min