Perspectives

Perspectives

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Perspectives episodes

  • The Decade That Shapes You: My Father's Investing Story

    Justin Breece's father was a brilliant man:  a tax and business attorney, an entrepreneur, and a merchant banker who could value a private company in his sleep. Yet, in his entire life, he barely owned any stocks.  Why?

    In this episode of BPWM Perspectives, Justin uses that puzzle to explore a deeper question: how the experiences we live through, especially during the formative decades of our lives quietly shape our relationship with money and markets for a lifetime. Why would a brilliant, numbers-loving person walk past the most powerful wealth-building engine in history? And what does that reveal about the invisible biases the rest of us carry?

    Drawing on his father's story and his own — the "lost decade" of the 1970s that shaped one generation, the 2008 crisis that branded another, and hard-earned lessons about liquidity, behavioral finance, and market history — Justin makes the case that being formed by your experience is not the same as being sentenced by it. He closes with a hopeful question: what is today's market quietly teaching a brand-new generation of investors?

    A personal, reflective episode about fathers, memory, and the discipline of knowing which ghosts you carry.

    Learn more at www.breecepwm.com
    Contact: [email protected]

    5701610

    35 min
  • Portfolio Management & Career Lessons Learned from a Sports Card Collection

    In this latest edition of "Perspectives" Justin W. Breece shares personal stories and investment insights, drawing parallels between collecting sports cards and managing a portfolio. He emphasizes high conviction investing, the importance of quality over quantity, and seeking early opportunities through research and data analysis.  In addition, he shares career advice, especially for younger people navigating these seemingly uncertain times.   

    #Breeceprivatewealthmanagement #tysonnash #tsgwealthmanagement #careersinfinance #optimisticinvesting #portfoliomanagement

    22 min
  • Private Credit Bubble? What is Private Credit? Role in AI?

    In this latest episode dedicated to Private Credit, Justin W. Breece, founder of Breece Private Wealth Management (www.breecepwm.com) will address Private Credit's fascinating history and why this extremely popular asset class is suddenly under pressure.  Why is it being linked to a potential AI bubble?  Risks? Opportunities?  

    26 min
  • AI Bubble II? Mortgage Rates and Fed Cuts

    In this conversation, Justin W Breece, of Breece Private Wealth Management, LLC (www.breecepwm.com) explores the potential of an AI bubble by drawing parallels with historical market bubbles, such as the railroad and telecom bubbles. He discusses the current dynamics of AI infrastructure investment, the role of interest rates, and the behavior of investors in the market. Breece emphasizes the importance of understanding market fundamentals and the potential risks associated with over-optimism in technology investments. Also discussed is the misconception that Fed Rate Cuts translate into Mortgage Rates.  He concludes with strategies for navigating potential market corrections while maintaining a focus on long-term wealth creation.

    RE: 05012027-7209267.15

    44 min
  • Nostalgia and Markets: A 90s Perspective

    In this episode, Justin W. Breece, of Breece Private Wealth Management explores the cultural nostalgia for the 90s and its implications on current market trends. He draws parallels between the past and present, particularly focusing on the internet boom and the dot-com bubble. Justin discusses the lessons learned from the past, emphasizing the importance of valuations, the dangers of market timing, and the psychological aspects of investing. He provides insights into the current market landscape, questioning whether we are in a similar phase to the late 90s and offering guidance on navigating these complexities.

    This was recorded in September 2025.


    PM-03112027-7209267

    29 min
  • November

    In this episode Justin and Gavin discuss their thoughts on the election and what it may or may not mean for a multitude of things going forward.

    Recorded November 6th, 2024.




    -05112026-7209267.1.2

    48 min
  • China Part 1

    We dive into the dynamic investment world of China, an area Justin has been keenly interested and involved with for some time.


    04212026-7209267.1.1 



    57 min
  • Back in the Saddle

    Back in the Saddle - This episode is a general update on market with some talk about the election and nerve calming. We also discuss the interest rate environment along with broader tech talk and a different perspective on what passive income really may be.

    -03102026-7001684.1.1 

    44 min
  • Let it Flow

    Justin and Gavin continue their conversation surrounding year end reflections going into 2024. They reflect on negative perspectives in life and in markets and their ideas heading into 2024. They also elaborate and reflect on the countries of Argentina and China regarding investments, recent elections, investments, and much more. Near the end of the episode Gavin and Justin also discuss relationship advice, whether that be in business or otherwise.

    This was recorded in January 2023. 


    PM-06082025-6149011.1.1 

    1 hr 10 min

About Perspectives

From the publisher's feed

Justin Breece, managing director of Breece Private Wealth Management, sits down with Gavin Moeller to discuss perspectives on the world of finance and more.







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