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.

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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.

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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.




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


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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.

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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. 


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Thinking Differently

This was recorded in 2023.





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In this episode Justin and Gavin discuss using analysts as a measurement of sentiment and how their analysis is influenced by the outside forces that they are influenced by.

This was recorded in 2023.


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 In this episode Justin discusses the continuation of the market melt up. He also dissects potential catalysts for this developing market dynamic such as sidelined cash being forced to come into the market once the realization that “the big one” is not coming and may have already occurred.

This was recorded in 2023.


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Justin and Gavin reflect on the year of 2023 and reiterate their key beliefs such as staying in the market, managing emotions, and how staying invested has led to success particularly for those with a long time horizon. 

Past performance is no guarantee of future results.

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