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Tepp Talks: A podcast with David Tepp

Tepp Talks: A podcast with David Tepp

著者： David Tepp
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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.

© 2026 Tepp Talks: A podcast with David Tepp
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  • TWM 2025 4thQ Report

    TWM 2025 4thQ Report
    2025/12/23

    While there have been plenty of twists and turns, the first half of 2025 unfolded pretty much as anticipated.

    Looking ahead, our base case is for renewed expansion into 2026.

    SOURCES:
    Alpine Macro, “Eyes on US Labor But Profits Ultimately Rule”, written by Bassam Nawfal, September 16, 2025
    Alpine Macro, “It’s Not Just Gold That Shines”, written by Kelly Xu, July 10, 2025
    Absolute Strategy Return, “AI CapEx Boom Points to Tech Bubble End Game”, written by Ian Harnett, September 25, 2025
    Absolute Strategy Return, “Rate Cuts & Earnings Favour Risk Assets”, written by Zahra Ward-Murphy, September 24, 2025
    Oxford Economics, “Bifurcated – State of Consumer Depends on Whom You ask”, written by Michael Pearce, September 24, 2025
    Oxford Economics, “Recession Monitor – Gradual Pace of Rate Cuts Warranted”, written by Matthew Martin, September 25, 2025
    続きを読む 一部表示
    17 分
  • Market Matters: Client Questions Answered

    Market Matters: Client Questions Answered
    2025/12/23

    Here are six actual questions from six actual clients that I believe best capture today's economic mood.
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    12 分
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