SKEPTIC’S GUIDE TO INVESTING

Straight Talk for All, Nonsense for None

About - Our podcast looks to help improve investing IQ. We share 15-30 minutes on finance, market and investment ideas. We bring experience and empathy to the complex process of financial wellness. Every journey is unique, so we look for ways our insights can help listeners. Also, we want to have fun😎

Your Hosts - Meet Steve Davenport, CFA and Clem Miller, CFA as they discus the latest in news, markets and investments. They each bring over 25 years in the investment industry to their discussions. Steve brings a domestic stock and quantitative emphasis, Clem has a more fundamental and international perspective. They hope to bring experience, honesty and humility to these podcasts. There are a lot of acronyms and financial terms which confuse more than they help. There are many entertainers versus analysts promoting get rich quick ideas. Let’s cut through the nonsense with straight talk!

Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.

Podcasting since 2023 • 155 episodes

SKEPTIC’S GUIDE TO INVESTING

Latest Episodes

SK Hynix Vs Micron

Micron has become the default “AI memory” ticker for many US investors, but we’ve been asking a different question: what happens when a Korean heavyweight like SK Hynix becomes easier to buy through a US-traded ADR, and why has it often traded ...

July 15, 2026 • 40:22

Insider Ownership Beats Chasing Last Year’s Earnings

OWN Explainer Video:https://youtu.be/MSD8Msi7qcYThe S&P 500 is supposed to be “the market,” but what if its biggest blind spot is the people actually running the co...

July 14, 2026 • 44:40

The Four AI Gates Investors Need To Watch

AI is sucking up the oxygen in markets, but the real question for investors is simpler and tougher: what has to go right for trillions in spending to turn into durable profits? We sit down with Steve Gattuso, CIO at Courier Capital and longtime...

July 10, 2026 • 42:00

Is Cash A Safety Net Or A Silent Drag

Cash is the one asset everybody thinks they understand and it’s also the one most people never size on purpose. We sit down as skeptics and ask a simple question with expensive consequences: how much cash should you hold in a portfolio, and whe...

July 09, 2026 • 34:02

When Peace Talks Sound Like War

“We’re getting close to peace” is one of the most dangerous sentences in politics, especially when the next headline is about more missiles, more strikes, and more promises to hit harder. We take a hard look at how the word peace gets used toda...

July 09, 2026 • 27:59

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