The Capital View With Travis Portwood
The Capital View With Travis Portwood
Latest Episodes
The Capital View - Q1 2026 - What's New, What's True
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. Th...
The Capital View - Q4 2025 - The Attention Tax
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, ...
The Capital View - Q3 2025 - One Hurts, The Other Haunts
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...
The Capital View - Q2 2025- Thin Nets and Tall Giants
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....