SKEPTIC’S GUIDE TO INVESTING

著者: Steve Davenport Clement Miller
  • サマリー

  • 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.

    © 2024 SKEPTIC’S GUIDE TO INVESTING
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あらすじ・解説

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.

© 2024 SKEPTIC’S GUIDE TO INVESTING
エピソード
  • Navigating Market Reactions to Political Change
    2024/11/11

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    Surprised by the recent election results? You're not alone. Despite widespread economic discontent, Trump's resounding victory over Kamala Harris left many, including us, scratching our heads. Join Clem Miller and me, Steve Davenport, as we unpack the implications of this political shift and explore how the economy, especially inflation, played a pivotal role in shaping voter sentiment. We dive into the cyclical nature of political power and discuss the public's lofty expectations for falling prices, posing significant challenges for Trump's administration. We'll also look into how key figures like Elon Musk could influence the effectiveness of Trump's governance and what this means for investors navigating these turbulent market reactions.

    With political turbulence on the horizon, we analyze potential resistance efforts and the role of checks and balances in maintaining a stable government. Surprising voter demographics, particularly among white men and women, point to a complex tapestry of issues ranging from economics to trust in government, and we explore how Democratic states might push back against federal policies. Our conversation is more than just analysis; it's about preparing you for the future. We conclude with our commitment to enhancing audience engagement, inviting you to suggest interviewees and topics that could sharpen your investment strategies. Your insights are valuable, and we can't wait to hear from you!

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    21 分
  • US Tech Giants in the EU's Regulatory Maze
    2024/11/01

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    How do Europe’s strict regulations ripple through Silicon Valley? Join us on Skeptic's Guide to Investing as Steve Davenport and Clem Miller unpack the labyrinth of European regulations reshaping the landscape for US tech behemoths. Discover how the Digital Markets Act is poised to level the playing field, forcing giants like Alphabet, Apple, and Meta to reassess their global strategies. Learn about the daunting hurdles posed by the General Data Protection Regulation (GDPR), and its wide-reaching implications for data privacy and global data transfers, leaving US companies scrambling to comply.

    But that's not all—our conversation takes a sharp turn towards artificial intelligence. Explore the "Brussels effect" and how EU regulations are casting a global shadow over AI practices, compelling tech innovators to adapt in uncertain terrain. We also dissect the competitive dynamics among tech titans like Apple, Microsoft, and Google, and the geopolitical chess game of chip manufacturing. With a keen eye on innovation, we highlight the challenges and opportunities these tech giants face amidst increasing regulatory scrutiny. Don't miss as we also address the pressing need for transparency in AI-generated content on social media, and what this means for the future of digital interactions.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    39 分
  • Inflation's Impact: Strategies Beyond Bonds
    2024/11/01

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    In today’s episode, Steve and Clem discuss (and debate) the idea of replacing a portion of your bond holdings with a satellite portfolio of assets that that may offer a superior combination of yield and inflation resistance.

    We consider the fact that inflation, while moderating significantly, is far from conquered. We also wonder if Fed rate cuts might actually prompt a return to higher inflation. Last, we wonder if we’re overdue for a sizable equities correction, especially among those AI and pharma stocks that have had a good run.

    For this inflation-proofing satellite portfolio, we look at REITs, utilities, and natural resource equities, including energy, mining, and agriculture.

    All of these assets have advantages with respect to yield and inflation resistance, but whether they offer total returns superior to those of general equities is open to question.

    Steve and I welcome you to share your insights and continue the conversation.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    31 分

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