In this episode, Carlos Cortez Jr. delves into the concept of risk—how much risk is appropriate for you, and effective strategies to manage and mitigate it within your investment portfolio. Drawing from his personal journey growing up in the stockbroker industry, Carlos shares how these early experiences shaped his development into a seasoned financial advisor.
We also explore broader societal questions, including the current state of masculinity. What does it mean to reconnect with our inner warrior in today’s world? Carlos offers his perspective on how men can reclaim a sense of purpose and resilience.
Next, we turn our attention to the mainstream media narrative—specifically, how certain media outlets may use fear-based tactics to influence investor behavior. Carlos encourages listeners not to fall victim to these “woke” agendas and instead empowers them with the knowledge needed to have informed, strategic conversations with their financial professionals. If your advisor can't answer basic investment questions, it's time to reconsider who you're trusting with your financial future.
Finally, we analyze market charts to support Carlos’ ongoing market insights, focusing on instruments such as TLT, TMF, SPSX, and SPXL. We wrap up by using the options calculator to provide real, data-driven analysis that backs up our positions with tangible numbers.
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Video References
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Everything Bubble to Finally Burst? Watch These 2 Signs Confirming Huge Crash Has Begun – Harry Dent
https://www.youtube.com/watch?v=iZNV9dB9QRw
Banking Sector Collapse Coming, Why It Could Happen in March – George Gammon
https://www.youtube.com/watch?v=92i2M_1p7v4
WEF
https://www.youtube.com/watch?v=SqzepGBatWo
Bank Failures
https://www.americanbanker.com/list/dramatic-collapses-made-2023-the-biggest-year-ever-for-bank-failures
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The views and expressions used in Scriptures and Wallstreet are for educational & entertainment purposes only. All though Carlos Cortez Jr. is a registered financial adviser this is not financial advice. Any information taken from the scriptures and Wallstreet is strictly for educational and entertainment. If you would like to pursue a personalized financial plan please contact Cortez Wealth Management and schedule an appointment by going to cortezwm.com.