Tepp Talks: A podcast with David Tepp
David Tepp is founder and CEO of Tepp Wealth Management, a SEC registered investment adviser. Through Tepp Talks: A podcast with David Tepp, Dave shares audio versions of his articles covering the state of the US economy, US and global markets, and the evolving effects of politics and current events on the economy.
Tepp Talks: A podcast with David Tepp
Latest Episodes
The Energy Pivot: Establishing Supply in the Face of Historic Demand
Artificial intelligence has relentlessly inundated every facet of our lives, sparking a massive surge in energy demand to power this new technology. At the same time, the Iran conflict has critically disrupted global energy markets. Energy has ...
How Far Can Optimism Stretch Valuations? What Investors Should Know
By most metrics, the U.S. stock market is exorbitantly expensive. The S&P 500’s price-to-earnings ratio remains well above historical averages, and valuations in the technology sector are stretching into territory that makes even seasoned i...
TrumpBessenomics: The First-Semester Report Card
Now that we are six months into the second Trump administration, it is worth revisiting the economic philosophy that I refer to as “TrumpBessenomics.” The term captures the fusion of Donald Trump’s populist, growth-oriented agenda with the stra...
The Tangible Side of a Digital World: Don't Overlook the Inputs
In an age when investors obsess over quarterly earnings, AI hype, and the Federal Reserve, it’s easy to overlook what actually makes the global economy tick: the inputs that power, build, and sustain growth.By David TeppPublished ...
Tepp Wealth Management 2ndQ 2026 Quarterly Outlook
Our first quarter outlook described 2026 as a story of steady growth in the first half, with the potential for inflation to re-emerge later in the year as fiscal stimulus, deregulation, and improving business conditions combined to reignite dem...