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.
Episodes
15 episodes
Tepp Wealth Management 3rd Quarter 2026 Outlook
The end of the Iran conflict was, in many ways, anti-climactic: a memorandum of understanding, a partially reopened shipping lane, and a great deal of squinting at tanker-tracking data. Our second-quarter outlook was written with oil tankers id...
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...
Quantum Computing: Swapping Traffic Lanes for Jetpacks
The leap from traditional computing to quantum computing is a revolutionary economic event. Quantum computing could alter productivity, industrial structure, capital allocation, and even the balance of global power. The transformation won’t hap...
Silver And Gold: Shining Metals
Gold’s rally may have grabbed more headlines, but both silver and the yellow metal warrant closer analysis. Both commodities are surging—gold setting fresh highs above $2,500 an ounce and silver crossing $50 for the first time—and yet, neither ...
Why Retirement Is Not Necessarily A Finish Line
For generations, retirement followed a familiar script. You worked for 30 or 40 years, paid off the mortgage, collected a pension, turned on Social Security and stepped into a well-earned life of leisure. That model made sense in its time. Tod...
Industrial Metals in a Security-First World
For many decades, international trade flourished with the United States as the lead architect. Global supply chains stretched across continents, capital flowed freely, and commodities were treated as cyclical inputs rather than strategic assets...
Iran Strategy: High Risk, High Reward
The United States and Israel have launched coordinated strikes targeting Iranian leadership and key military infrastructure. Iran has responded with asymmetric retaliation, launching batteries of missiles to disrupt shipping and energy flows th...
Why Passive Investing May Not Be The Best Approach
"Set it and forget it" investing has been one of the most widely espoused ideas in modern personal finance. The challenge is that as investment accounts grow larger, the passive approach often turns into oversimplification.By David Tepp,...
Tepp Wealth Management 1stQ 2026 Quarterly Outlook
Over the past year, markets have navigated an unusually complex environment. Investors have been forced to weigh slowing growth against persistent inflation concerns, shifting monetary policy expectations, elevated geopolitical risk, and ongoin...