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.
The end of the Iran conflict was, in many ways, anti-climactic: a memorandum of understanding, a partially reopened shipping lane, and a great deal of squinting at tanker-tracking data. Our second-quarter outlook was written with oil tankers idling outside the Strait of Hormuz and markets pricing catastrophe. Three months later, the United States and Iran have signed a 14-point framework, the Strait is haltingly reopening and oil prices have collapsed. We said the Strait would be substantiall...
28 May 2026
The Energy Pivot: Establishing Supply in the Face of Historic Demand
Artificial intelligence has relentlessly inundated every facet of our lives, sparking a massive surge in energy demand to power this new technology. At the same time, the Iran conflict has critically disrupted global energy markets. Energy has always been top of mind for nations around the world, but a clear shift is now taking place: those who do not invest appropriately will almost certainly fall behind. How, then, will nations generate the electricity to meet the demands of AI? By D...
12 May 2026
How Far Can Optimism Stretch Valuations? What Investors Should Know
By most metrics, the U.S. stock market is exorbitantly expensive. The S&P 500’s price-to-earnings ratio remains well above historical averages, and valuations in the technology sector are stretching into territory that makes even seasoned investors anxious. And yet, many buyers remain fully committed. This leaves investors and analysts arguing over whether current prices are justified by earnings expectations or whether the market is pricing in a level of perfection that is rarely deliver...
6 May 2026
TrumpBessenomics: The First-Semester Report Card
Now that we are six months into the second Trump administration, it is worth revisiting the economic philosophy that I refer to as “TrumpBessenomics.” The term captures the fusion of Donald Trump’s populist, growth-oriented agenda with the strategic and data-driven approach of Treasury Secretary Scott Bessent. While it is too early to evaluate the effectiveness of "TrumpBessenomics", what follows is a targeted assessment of actual policy execution and economic outcomes so far, focused on four...
30 Apr 2026
The Tangible Side of a Digital World: Don't Overlook the Inputs
In an age when investors obsess over quarterly earnings, AI hype, and the Federal Reserve, it’s easy to overlook what actually makes the global economy tick: the inputs that power, build, and sustain growth. By David Tepp Published in Advisor Perspectives October 13, 2025 Sources: Absolute Strategy Return, “From Weaponised Trade to Weaponised Capital:, written by Ian Harnett, April 3, 2025Absolute Strategy Return, “Controversies, Convictions & Context #4”, written by Ian Harnett and Davi...
15 Apr 2026
Tepp Wealth Management 2ndQ 2026 Quarterly Outlook
Our first quarter outlook described 2026 as a story of steady growth in the first half, with the potential for inflation to re-emerge later in the year as fiscal stimulus, deregulation, and improving business conditions combined to reignite demand. The Iran conflict, which began on February 28th with coordinated US and Israeli strikes targeting Iranian military infrastructure, compressed and scrambled that sequence. SOURCES - Absolute Strategy Research, “Asset Allocation: Reduce Risk as Iran ...
3 Apr 2026
Quantum Computing: Swapping Traffic Lanes for Jetpacks
The leap from traditional computing to quantum computing is a revolutionary economic event. Quantum computing could alter productivity, industrial structure, capital allocation, and even the balance of global power. The transformation won’t happen overnight, but investors who wait for proof may find they have waited too long. By David Tepp Published in Advisor Perspectives January 12, 2026 Sources Alpine Macro, “Opportunities in the Quantum Ecosystem”, written by Noah Ramos, November 1...
3 Apr 2026
Silver And Gold: Shining Metals
Gold’s rally may have grabbed more headlines, but both silver and the yellow metal warrant closer analysis. Both commodities are surging—gold setting fresh highs above $2,500 an ounce and silver crossing $50 for the first time—and yet, neither may have reached their ceiling. By David Tepp, Forbes Councils Member, for Forbes Finance Council. Published December 9, 2025
2 Apr 2026
Why Retirement Is Not Necessarily A Finish Line
For generations, retirement followed a familiar script. You worked for 30 or 40 years, paid off the mortgage, collected a pension, turned on Social Security and stepped into a well-earned life of leisure. That model made sense in its time. Today, the structure that supported that version of retirement has largely disappeared, yet many people still think of retirement as a single date circled on the calendar. In reality, many successful modern retirements are a gradual transition. By David Te...
2 Apr 2026
Industrial Metals in a Security-First World
For many decades, international trade flourished with the United States as the lead architect. Global supply chains stretched across continents, capital flowed freely, and commodities were treated as cyclical inputs rather than strategic assets. With nations now turning their focus inward, however, that framework is no longer applicable. By David Tepp for Advisor Perspectives. Published March 9, 2026.
6 Mar 2026
Iran Strategy: High Risk, High Reward
The United States and Israel have launched coordinated strikes targeting Iranian leadership and key military infrastructure. Iran has responded with asymmetric retaliation, launching batteries of missiles to disrupt shipping and energy flows throughout the region. While this perilous conflict could certainly spiral into a prolonged regional confrontation, there is another outcome that receives far less attention: the possibility that Iran stabilizes under a more pragmatic government focused o...
27 Feb 2026
Why Passive Investing May Not Be The Best Approach
"Set it and forget it" investing has been one of the most widely espoused ideas in modern personal finance. The challenge is that as investment accounts grow larger, the passive approach often turns into oversimplification. By David Tepp, Forbes Councils Member, for Forbes Finance Council.
9 Jan 2026
Tepp Wealth Management 1stQ 2026 Quarterly Outlook
Over the past year, markets have navigated an unusually complex environment. Investors have been forced to weigh slowing growth against persistent inflation concerns, shifting monetary policy expectations, elevated geopolitical risk, and ongoing policy uncertainty. Entering 2026, the dominant question is how the next phase of global growth may unfold. SOURCES: Absolute Strategy Research, “Economic Outlook: 2026”, written by Dominic White, Adam Wolfe & Ben Blanchard, November 25, 2025 Ab...
23 Dec 2025
TWM 2025 4thQ Report
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 ...
23 Dec 2025
Market Matters: Client Questions Answered
Here are six actual questions from six actual clients that I believe best capture today's economic mood.
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