Fielder Capital Group

Fielder Capital Group

By Frank Byrd

Thoughts and observations on money, markets and miscellany.
Currently playing episode

Who REALLY Has the Power?

Fielder Capital Group Jul 15, 2025
00:00
00:55
Iran: Are Markets Too Calm?

Iran: Are Markets Too Calm?

Markets have shrugged off the Iran crisis far more than anyone would have predicted—but should they have? Fielder Capital's Steve Korn and Frank Byrd unpack why the real risks may be far wider than what's priced in, why gold is doing the opposite of what you'd expect, and where they see opportunity hiding in the disconnect between market calm and geopolitical reality.________________________________________Important Disclaimers: The views expressed reflect Fielder Capital's opinions as of the date of this recording and are subject to change without notice. The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Apr 03, 202607:52
What We're NOT Doing

What We're NOT Doing

Steve Korn and Frank Byrd explain why Fielder Capital is breaking away from traditional investment frameworks that, while successful in the past, may falter in the years ahead. Given today’s quickly shifting economic and geopolitical order, they argue that relying on purely passive 60/40 portfolios is a "naive, if not dangerous, extrapolation" of a bygone era. Rather than predicting the future, they reveal how they are observing shifting power constraints, "dark factories," and the end of U.S. treasury dominance to navigate a volatile start to 2026.
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Important Disclaimers: The views expressed reflect Fielder Capital's opinions as of the date of this recording and are subject to change without notice. The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Feb 03, 202614:04
Fielder - Celebrating Our Growth, Together

Fielder - Celebrating Our Growth, Together

Disclaimer: This presentation is for informational purposes only and does not constitute investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any instrument or to engage in any trading or investment activity or strategy. This presentation does not provide advice concerning the suitability or value of any investment or investment strategy for a particular investor, and certain investments referenced in this presentation may be unsuitable for certain investors. For individualized investment advice, consult with your adviser. Every investment strategy has the potential for profit or loss. All investing involves risk including even the complete loss of invested principal. Fielder Capital Group LLC (Fielder) does not provide accounting or legal advice, nor will we prepare any accounting or legal documents. Always consult with your own attorney, CPA, or insurance agent for final recommendations and before changing or implementing any of Fielder’s tax, estate planning, or financial recommendations. While the information presented herein is believed to be accurate, Fielder makes no express warranty as to its completeness or accuracy. Any projections, market outlooks or estimates in this document are forward-looking statements concerning our beliefs and opinions in respect of the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. Fielder is a registered investment adviser, yet registration does not imply government endorsement or that the adviser has attained a certain level of skill or training. Fielder may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For additional information about Fielder, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available at www.adviserinfo.sec.gov.

Nov 26, 202501:59
Positioning for AI Boom (or Bust)

Positioning for AI Boom (or Bust)

Fielder's Steve Korn explains our framework for balancing client portfolios to benefit from AI's secular shifts, while trying to avoid the bubble of AI hype.

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Important Disclaimers: The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Oct 17, 202512:52
Who REALLY Has the Power?

Who REALLY Has the Power?

The confluence of AI, stablecoins/crypto, EVs, and deglobalization are driving material increase in demand for power. Fielder's Steve Korn discusses who has this power now and what matters.

Jul 15, 202500:55
What We Own and Why

What We Own and Why

Markets hit new highs this week despite the Iran-Israel war and continued US-ROW tariff war. Steve Korn, Fielder's Chief Investment Officer, describes how Fielder is positioning client portfolios for a future that's very different from the past.

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Important Disclaimers: The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Jun 28, 202513:07
Tariffs: Investing in the New Regime

Tariffs: Investing in the New Regime

Steve Korn and Frank Byrd share what they've learned and observed since the April 4th tariff shock announcement. They describe how Fielder Capital is positioning client portfolios for a future that's very different from the past. _____________________________________

Important Disclaimers: The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Apr 30, 202506:36
Tariff Trouble (and Opportunity)

Tariff Trouble (and Opportunity)

Steve Korn and Frank Byrd discuss how Fielder Capital is positioning client portfolios in the face of a fluid and volatile environment following the White House’s surprisingly harsh tariff announcements.  

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Important Disclaimers:  The information appearing in this video is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Apr 08, 202533:58
January Madness

January Madness

A year's worth of news hit us within a couple of weeks. Here's what Fielder is observing and interpreting as important for investors.

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Important Disclaimers:  The information appearing in these videos is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Feb 05, 202517:03
Happy Holidays from Fielder Team

Happy Holidays from Fielder Team

Dec 19, 202400:29
Post-Election Playbook

Post-Election Playbook

Fielder's Frank Byrd and Steve Korn discuss how the recent election results has affected their outlook on markets and investment opportunities.

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Important Disclaimers:  The information appearing in these videos is for educational and informational purposes only. It is not complete and does not provide a comprehensive analysis. It is not a recommendation to invest in any particular security or strategy, since anything mentioned herein may be completely unsuitable for some investors. Speak with your financial adviser before investing. Although this information has been obtained from sources Fielder Capital Group LLC (Fielder) believes to be reliable, Fielder makes no representation with respect to its accuracy or completeness. Any opinion or estimate made by Fielder represents our judgement as of the date noted at the beginning of this video, and it is subject to change without notice. Fielder offers no guarantees or promises of success. All investing involves risk including even the potential for the complete loss of invested principal. You should not assume that any of the investments or strategies discussed will prove to be profitable in the future or that recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Nothing in this presentation constitutes investment advice or any form of recommendation, nor should it be construed as such. This presentation does not constitute a solicitation to buy or sell any security or instrument or to engage in any trading or investment activity or strategy. Fielder or its employees may have an economic interest in securities mentioned herein. Please refer to Fielder’s Form ADV for more detailed disclosures including fees and risks.

Nov 24, 202423:01