Wealth Transparency with Ed Butowsky

Hosted by Ed Butowsky

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Aug 2026

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About the show

Wealth Transparency is hosted by Ed Butowsky, Managing Partner of Chapwood Investments and a nationally recognized wealth manager with more than three decades of experience. Known for his straight talk and ability to make complex financial issues clear, Ed explores how current events and market trends impact your money in under 30 minutes per episode. Ed’s expertise has been featured in ESPN’s Broke documentary, the landmark Sports Illustrated article How (and Why) Athletes Go Broke , and media outlets including Fox Business, Bloomberg Radio, and PBS Frontline . He has advised celebrities, athletes, and families across the country on building and protecting wealth, while pioneering tools like the CHIP score to better measure portfolio performance. Each episode of Wealth Transparency offers listeners practical insight, candid perspective, and actionable strategies to help navigate investing with confidence. Learn more about Chapwood Investments at www.chapwoodinvestments.com Investment advice offered through Chapwood Investments,LLC, a partner firm of Ethos Financial Group, LLC, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

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27 recent

February 3, 2026Episode 133 min

Markets, Metals, and Moves: Insider Insights You Can’t Miss

Markets are sending mixed signals, and last week left many investors confused. In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments. We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks. This is how advisors are thinking about portfolio positioning when volatility refuses to go away. ➡️ About Chapwood Investments ⬅️ Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs. Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes. Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios. Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/ ➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️ If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com. ➡️ Looking for more information? ⬅️ Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information. Listen to our brand new podcast wherever you listen to yours. You can find us by searching “Wealth Transparency with Ed Butowsky”. Check out Ed's personal websites! Visit https://edbutowsky.com/ https://edbutowsky.video/ ➡️ Want to Connect? ⬅️ Facebook – https://www.facebook.com/chapwoodinvestments/ Instagram - https://www.instagram.com/chapwood_in... Twitter – https://twitter.com/EdButowsky/ LinkedIn - www.linkedin.com/in/edbutowsky Substack- https://substack.com/@edbutowsky341348 Truth - https://truthsocial.com/@edbutowsky Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results. Send a text Support the show

November 22, 2023Episode 834 min

Finding Opportunities in the Market

In the 8th episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland guide listeners on viewing the stock market through an investor's lens and highlight strategies for identifying potentially valuable opportunities. By viewing your portfolio from both a tactical and strategic perspective, you can better understand how to approach your investments. In addition, Ed and Jordan discuss: Why industry experts are often times wrong with their diagnosis of the economy and thoughts on the markets The individual performance of the different S&P sectors in 2023 Opportunities in the market in both equities and bonds The value of holding cash with high interest rates To discuss your financial plan with Ed and Jordan, reach out to the team at www.chapwoodinvestments.com. Send a text Support the show

December 6, 2023Episode 1031 min

"The Inflation Hedge"

Welcome to today's 10th episode. Many individuals seek investments that not only grow effectively but also act as a hedge against inflation. Unfortunately, there is a tendency for people to rely too heavily on online advice, especially when it comes to inflation-resistant investments. Commonly, individuals turn to assets like gold, cryptocurrencies, and NFTs based on internet recommendations. In today's discussion, we will explore the traditional and well-established hedge, gold, along with newer perceived inflation hedges such as NFTs, cryptocurrencies, and other alternatives. Additionally, we will introduce alternative investment options with a historical track record of effectively hedging against inflation. We'll also guide you on assessing whether your investment is non-correlated to the market. Always remember that sound and prudent investing requires a clear mindset and a long-term perspective. We encourage you to step back, evaluate your investment strategy, and thank you for joining us in this discussion! Send a text Support the show

May 9, 2024Episode 1940 min

REITs and Other Real Estate with David Auerbach

Real estate investment is a well-known avenue that has remained a cornerstone of American investment culture. With its tangible assets, potential for appreciation, and opportunity for cash flows, real estate can be a lucrative investment, particularly for individuals with substantial assets. However, in today's discussion, we're delving into REITs, a distinct type of real estate investment traded on major exchanges such as the NYSE. Joined by David Auerbach, CIO of Hoya Capital and a nearly three-decade real estate expert, we'll explore various aspects of the real estate landscape: How do REITs operate? Contrasts with private real estate investments Different categories of REITs The relationship between interest rates and REITs Current opportunities within the REIT market Remember to share and subscribe to the Making Sense podcast to stay informed about critical topics in investing, finance, and beyond. This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. (FirmName) does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results. A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. The redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus. Send a text Support the show

April 9, 2024Episode 1718 min

Are High Yield Bonds Actually "Junk" with Vijay Srinivasan

In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them. Vijay's firm, Scarsdale Capital, has proven different. In this episode: Vijay’s background at Marathon, what he learned, and why he decided to start Scarsdale Some questions investors typically like to ask: What’s the most important difference between investing in junk bonds and government/safer bonds? Why are yields back to 8% to begin the year? What happens when they lower interest rates soon? Discuss what Vijay looks for in a company Are there certain industries he likes/doesn't like? What is the typical composition of your high-yield fixed-income portfolio in terms of sectors, credit quality, and maturity? How does he compare high-yield bonds with other fixed-income investments out there? How do you assess and manage credit risk in the high-yield bond market? Established in 2018, Scarsdale Capital is a California-based hedge fund manager. The firm is led by Vijay Srinivasan , former global head of research and portfolio manager at Marathon Asset Management. It invests through its flagship fund, Scarsdale Capital Opportunity Fund, which focuses on high-yield and opportunistic credit situations. This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. (FirmName) does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. Send a text Support the show

January 26, 2024Episode 1528 min

The Investor's Toolbox: Investment Forensics

The Investment Forensics toolbox was designed for investors to have the capabilities to use institutional investment tools on their own portfolios in a simple and clear way. In this episode, Ed Butowsky and Jordan McFarland discuss the importance of including the Investment Forensics Toolbox in your portfolio plan, and share a specific example of the benefit it can bring. Please see the following summaries of the 10 unique tools within the Investment Forensics Toolbox to gain a better understanding of what each one brings to the investor. Chaptimizer The Chaptimizer is the most powerful portfolio-building tool in the investment community today. It can build portfolios that have historically achieved whatever your desired rate of return and risk profile are. This tool is password protected – if you’d like a demonstration contact us. ChapVest ChapVest allows all individuals, regardless of portfolio size and income, to determine if what they have in their portfolio is what they need. Across all incomes and ages, most people have no clue about exactly what they need to make to not lose purchasing power. Portfolio Enhancer Many portfolios need to be enhanced by bringing their return on historical basis higher and their risk lower. The goal of the portfolio enhancer is to simply make your portfolio more efficient. This item is password protected. Chip Score The Chip Score allows investors, for the first time, to score their portfolio in regard to risk and return. Most importantly, it allows you to score your financial advisor. If you have a score below 50, you really need to consider making major changes. Financial Distress Calculator The Financial Distress Calculator is a very simple tool that allows all individuals to determine if they’re on a path to prosperity in retirement, or if they’re headed down the wrong path. This tool is anonymous, but allows you to determine on your own if you’re on the right path or not. Salary & Income Comparison This is a unique tool that allows you to see what varying salary and income will do to your retirement. Investment Reality Check The Investment Reality Check is very similar to the Pepsi Challenge. We go through different well-known investors and investment firms to help you see what’s efficient and what’s broken. Portfolio Analyzer The Portfolio Analyzer is exactly that – it allows you to see your eight metrics on your investment portfolio. Portfolio Builder The Portfolio Builder allows investors to build a portfolio that historically matches their return profile and risk profile. This item is password protected. Side-by-Side Calculator The Side-by-Side Calculator allows us to dissect in great detail one portfolio in comparison to another portfolio. Contact us today if you'd like us to run these for your own personal investment portfolio free of charge. Send a text Support the show

November 8, 2023Episode 627 min

Why Does the Stock Market Move?

In this edition of the Making Sense with Ed Butowsky Podcast, Jordan and Ed delve into the factors influencing stock market fluctuations. While the stock market's behavior often appears puzzling and counterintuitive to many, there are consistent underlying factors responsible for driving change that we see commonly occur. Institutional investors (companies), GDP, employment figures (or their absence), inflation, geopolitical events, and numerous other elements all exert significant influence on the market's movements. You can gain valuable insights by tuning in to this discussion. Feel free to send your questions for next week to info@chapwoodinvestments.com, and we look forward to having you with us in the next episode! Send a text Support the show

September 9, 2025Episode 2534 min

Making Sense with Ed Butowsky - Chapter 1

test https://www.youtube.com/@MakingSensewithEdButowsky Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results. Send a text Support the show

December 22, 2023Episode 1241 min

2024 Outlook: A Drive Down Wall Street

Join our year-end webinar featuring esteemed guest Michael Gayed, CFA. Michael Gayed is a highly regarded Investment Manager at Tidal Financial Group in New York City, recognized for his award-winning and results-oriented approach. In this video, Ed and Michael discuss: - The stock & bond market - The overseas market - Crypto, bitcoin, and currencies - 2024 & more This webinar is also available on YouTube @MakingSensewithEdButowsky. To learn more about Chapwood Investments, find our website at www.chapwoodinvestments.com or email jordan@chapwoodinvestments.com. Send a text Support the show

January 11, 2024Episode 1425 min

Investor's Toolbox: 8 Metrics for Portfolio Efficiency

In 2005, Ed Butowsky developed the 8 Metrics, a tool designed to gauge an investor's portfolio efficiency. This involves analyzing eight crucial data points and presenting a clear, understandable score for non-professional investors. Having managed high net worth portfolios at Morgan Stanley for nearly two decades, Ed recognized the significance of imparting essential portfolio knowledge in an easily understandable manner to individuals. In this podcast, Ed and Jordan McFarland explore each of the 8 Metrics individually, providing insights into the details of each metric and what listeners should be aware of. Key Topics Discussed: The Importance of Having an Objective Means of Evaluating a Portfolio The 8 Metrics Broken Down Putting the 8 Metrics into Action Join us back here next week! Send a text Support the show