The Capital View With Travis Portwood
This podcast is the audio version of Allen Capital Group's Monthly Market Insights, The Capital View.
The Capital View With Travis Portwood
The Capital View - Q2 2025- Thin Nets and Tall Giants
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Travis Portwood
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. But halfway around, the lone horse veered off course, jumped the fence, and disappeared into the fields. Confidence met reality, and reality won...