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.
SKEPTIC’S GUIDE TO INVESTING
Latest Episodes
Sector Bets Without Going All In
The fastest way to blow up a portfolio is simple: get overly confident and shove a giant percentage into one “sure thing” sector. We take a calmer route and talk through how we actually weight industries when the market feels stretched, rates f...
Can The Treasury Really Lower Long Rates
You keep hearing that someone in Washington wants lower interest rates. The real question is whether they can actually deliver them where it counts: the 10-year, 20-year, and 30-year Treasury yields that feed into mortgage rates and broader fin...
SpaceX Stock Whiplash And What Could Move It Next
SpaceX as a public stock looks like the future, right up until you try to price it. We open with the hard reality of volatility: a run from the IPO around the mid-100s to roughly 250, then a slide back near the low-100s. That swing forces a gro...
Fan Mail
Excellent discussion.
Manhattan, New York
Contributors
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
Wealth Actually
Frazer Rice
The Memo by Howard Marks
Oaktree Capital Management