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The Capital View With Travis Portwood

The Capital View With Travis Portwood

Written by: Travis Portwood
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This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View.© 2026 The Capital View With Travis Portwood Economics Personal Finance
Episodes
  • The Capital View - Q2 2026 - Crowded Stories, Quiet Edges

    The Capital View - Q2 2026 - Crowded Stories, Quiet Edges
    Jul 9 2026

    Peter Lynch had one of the great runs in investing history. During his tenure at Fidelity Magellan, the fund compounded at extraordinary rates and smashed the S&P 500. Yet the famous story goes that when Fidelity studied the results of Magellan’s shareholders, the average investor had lost money...
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    17 mins
  • The Capital View - Q1 2026 - What's New, What's True

    The Capital View - Q1 2026 - What's New, What's True
    Apr 20 2026

    In markets, as in nature, everything eventually answers to Darwin or Newton. Some things adapt and change. Others obey gravity. The business of investing is figuring out which is which before the market teaches you an expensive lesson. The first quarter of 2026 offered a generous supply of ...
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    15 mins
  • The Capital View - Q4 2025 - The Attention Tax

    The Capital View - Q4 2025 - The Attention Tax
    Jan 22 2026

    The desk phones never stopped ringing. They wedged our four-foot cubicles into a repurposed JCPenney at South Roads Mall in Bellevue. The website was down again, overwhelmed by a flood of newly empowered retail traders. When the screens froze, they reached for landlines, desperate to place orders.

    “I want to buy 100 shares of XYZ,” one caller said.

    “I can’t find that ticker. What’s the company name?”

    “I don’t know,” he replied. “It’s an internet stock my friend told me about.”....
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    16 mins
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