Please text and tell us what you like Skeptic’s Guide to Investing hosts Frazer Rice, the seasoned Director of Family Office Services at Next Capital Management and author of "Wealth, Actually”. Fraser helps us explore complexities of wealth management. Peer into the holistic approach required to harmonize investments, cash flow, and estate planning with your personal values—a symphony of strategies tailored for everyone from the mass affluent to the ultra high net worth. Frazer shares his empha...
Apr 10, 2024•50 min
Please text and tell us what you like Unlock the secret to smarter investment decisions as Steve Davenport and I celebrate the groundbreaking and Nobel-winning work of Daniel Kahneman, the father of behavioral investing. We dissect the intricate dance of human biases and investment decision-making. We bring Kahneman's legacy vividly to life, as we delve into the ways in which his psychology-rooted insights—particularly regarding loss aversion—continue to mold our financial pursuits and quest for...
Apr 03, 2024•38 min
Please text and tell us what you like Unlock the secrets of gold as an investment with Steve Davenport and Clem Miller, as we venture beyond common misconceptions to reveal gold’s appropriate role. From the possibility of gold being the ultimate protector of wealth during severe economic or geopolitical upheaval, to historical instances where governments have stepped in and seized private gold holdings, we cover it all. Our conversation navigates the performance of gold versus stocks in various ...
Apr 03, 2024•33 min
Please text and tell us what you like Discover pivotal lessons from the heart-rending bridge disaster in Baltimore as Clem Miller and Steve Davenport consider the urgent call to action it represents for infrastructure investment and maintenance. In the wake of this calamity, we delve into the development of essential systems such as harbors and examine the economic and safety consequences of neglecting such critical structures. As we seek out potential solutions, our conversation serves as a hom...
Apr 03, 2024•25 min
Please text and tell us what you like Prepare to navigate the complex waters of the 2024 elections with us . We're tackling the factors that are shaping the presidential race, including age, legal woes, persistent (though improved) inflation, and a booming stock market. Our discussion zeroes in on the curious case of third-party candidate Robert Kennedy, who might just tip the scales in this election. Peeling back the layers, we examine historical instances where third-party candidates have left...
Mar 13, 2024•26 min
Please text and tell us what you like Unlock the secrets of smart stock exits and options trading with the formidable expertise of Steve Davenport and his co-host Clem Miller. In a spirited exchange, we peel back the layers of using call options to gracefully bow out of stock positions, all while potentially padding your returns and softening the tax blow. Steve guides us on selecting the right options that go well with your target prices and volatility—especially when earnings announcements loo...
Mar 13, 2024•26 min
Please text and tell us what you like Netflix isn't just a streaming service; it's an empire. But how does it fare when thrown into the arena with Disney, Hulu, Amazon Prime, and the others? Clem and Steve tear apart the streaming service battlefield to reveal Netflix's tactics for maintaining its lead, boasting a mighty 260 million subscribers worldwide. We're not just talking numbers; we take you behind the scenes of Netflix's international content and marketing strategy—could this be the secr...
Mar 13, 2024•20 min
Please text and tell us what you like Do you have a major cash outlay looming? Do you want to stay invested in stocks but are concerned that, in the meantime, a large market drop will leave you with insufficient assets? If so, passive investing may not be for you. That's because passive investing mimics the ups-and-downs of a market index such as the S&P 500. It provides no downside protection. Instead, you might want to invest in a more defensive actively-managed portfolio. This QuickTake o...
Feb 28, 2024•3 min
Please text and tell us what you like Discover the strategic moves to protect your investment portfolio with the insights of Steve Davenport, as we tackle the complexities of hedging in turbulent times. Amidst the cacophony of global conflicts and whispers of recession, this episode of Skeptics Guide to Investing becomes your beacon of clarity. Join us, as we reveal why liquidating assets isn't the only answer for investors bracing for a storm, especially those with taxable assets or those eyein...
Feb 14, 2024•12 min
Please text and tell us what you like Could your hard-earned money be doing more for you outside the banking sector? That's what Clem and Steve dissect in an eye-opening chat about the investability of banks, especially given the recent tremors felt across financial institutions like Silicon Valley Bank and New York Commercial Bank. We're breaking down the recent bank failures that have sent ripples through the investment community, scrutinizing the resilience of regional bank stocks, and questi...
Feb 14, 2024•15 min
Please text and tell us what you like Unlock the future of tech and investment strategies with us, Steve Davenport and my co-host Clem Miller, as we dissect Microsoft's bold strides in the realms of generative AI, cloud computing, and the electrifying gaming industry. We lift the veil on the tech titan's alliance with OpenAI, dissecting how tools like Co-Pilot could transform everyday software suites. Delve into the complexities of AI regulation and its ripple effects across giants of the indust...
Feb 14, 2024•11 min
Please text and tell us what you like Unlock the secrets behind NVIDIA's breathtaking ascent as we explore the company's grip on AI and GPU markets . With his deep insights, we navigate the powerhouse's role in gaming, crypto mining, and how its software, specifically CUDA, is at the forefront of AI development. Join us for a compelling dialogue on the driving forces behind NVIDIA's stock rally, and why this tech titan's narrative is one you can't afford to miss. This episode isn't just about NV...
Feb 14, 2024•19 min
Please text and tell us what you like Unlock the transformative power of GLP-1 based obesity drugs with your guides, Clem Miller and Steve Davenport, as we navigate their remarkable impact on healthcare and investment landscapes alike. Prepare to be enlightened on the dual benefits these treatments offer for diabetes and obesity, and the industry titans leading the charge—Novo Nordisk and Eli Lilly. We've dissected the science, sifted through financial forecasts, and even charted the course for ...
Jan 31, 2024•26 min
Please text and tell us what you like Discover the intricate workings of a social media colossus as Clem Miller joins us to dissect Meta Platforms, the company soaring past a $1 trillion market cap. Our conversation takes you behind the scenes of Facebook, Instagram, and WhatsApp, revealing how these household names translate likes and shares into a torrent of advertising revenue. As election year fervor mounts and events like the Olympics are set to spike ad spending, we scrutinize Meta's posit...
Jan 31, 2024•22 min
Please text and tell us what you like Unlock the secrets of financial wellness with us, Clem Miller and expert Steve Davenport, as we guide you through the must-knows of investment statement reviews for the year ahead. Imagine a world where you effortlessly finesse your asset allocation for both strong growth and steadfast safety. Together, we dissect the nuances of investment fees, shining a light on how they nibble away at your returns and why embracing low-cost index funds and ETFs could be y...
Jan 31, 2024•28 min
Please text and tell us what you like Unlock the secrets to financial empowerment and get ready to transform your approach to money with our latest conversation featuring host Steve Davenport and Clem Miller. We're breaking down the essentials: from the unparalleled power of compounding interest to the lifelong dividends of an investment in education, prepare to gear up your financial wellness journey. With our step-by-step guide, you'll learn how starting small can lead to big gains and why it'...
Jan 17, 2024•27 min
Please text and tell us what you like Co-hosts Steve Davenport and Clem Miller explain why they don’t hold Tesla in their portfolios. They dissect the electric vehicle (EV) landscape to reveal the burgeoning competition Tesla faces from both American and European automakers with superior customer service and extensive sales networks. They explore the hazards of relying on an enigmatic, eccentric personality such as Elon Musk, whose focus is divided among his multiple endeavors. They scrutinize t...
Jan 17, 2024•23 min
Please text and tell us what you like Prepare to navigate the murky waters of global investing risks with Clem Miller and Steve Davenport as we unveil the critical dangers that could redefine the financial landscape in 2024. In particular we look at risks that others may not contemplate. From an unforeseen biotech disaster to the tangible threat of AI gone awry, to El Niño-driven African famine and migration, creating political instability in Europe, and others. We explore the potential for a Ru...
Jan 17, 2024•30 min
Please text and tell us what you like Discover the pressing reasons behind one investor's decision to go underweight on Apple, the tech behemoth that dominates market conversations and the S&P 500. In an eye-opening discussion with our host Clem, we unravel the subtle indicators of Apple's wavering market grip. Join us as we peel back the layers of this financial conundrum, offering a fresh perspective that challenges the status quo of investment strategies. Straight Talk for All - Nonsense ...
Jan 03, 2024•2 min
Please text and tell us what you like Discover the pressing reasons behind one investor's decision to go underweight on Apple, the tech behemoth that dominates market conversations and the S&P 500. In an eye-opening discussion with our host Clem, we unravel the subtle indicators of Apple's wavering market grip. Join us as we peel back the layers of this financial conundrum, offering a fresh perspective that challenges the status quo of investment strategies. This episode is a treasure trove ...
Jan 03, 2024•22 min
Please text and tell us what you like Ready to take control of your financial future? Steve Davenport and I unveil critical strategies to build a solid personal finance framework in a new, unmissable episode of Skeptics Guide to Investing. We kick things off by highlighting the 'Personal Finance Top Five,' essential tactics for anyone eager to enhance their monetary proficiency. From the timeless wisdom of paying yourself first to the practicality of a 50/30/20 budget, our conversation spans the...
Jan 03, 2024•22 min
Please text and tell us what you like Uncover the mysteries of the Federal Reserve's impact on our economy with Clem Miller and Steve as they navigate through the complexities of interest rates and quantitative easing. In this engaging talk, we dissect the Fed's dual mandate to spur employment and manage inflation, revealing how its extensive access to data can outpace even the shrewdest of market forecasters. We tackle the delicate balance of transparency versus action within the Fed and weigh ...
Jan 03, 2024•26 min
Please text and tell us what you like Uncover the truth behind the colossal $4 billion fine levied on Binance by US regulators as we, Clem Miller and Steve Davenport, unravel the complexities of cryptocurrency exchanges and their dance with legality. Brace yourself for a deep examination into the world of digital currencies, where AML and KYC violations are just the tip of the iceberg. We dissect Binance's intricate operations—storage solutions, transaction facilitation, and the international cu...
Dec 19, 2023•27 min
Please text and tell us what you like Is China's seemingly unstoppable GDP growth a mirage when it comes to stock returns? Join us as we dissect the perplexing performance of Chinese investments with Clem, and why betting on the MCHI ETF might not have mirrored the S&P 500's success. We peel back the layers of skepticism shrouding China's economic statistics and confront the elephant in the room – the outsized role of the Chinese Communist Party in the financial realm. With the backdrop of m...
Dec 19, 2023•29 min
Please text and tell us what you like Unlock the potential of India's burgeoning market with us, Steve Davenport, and my insightful co-host Clem, as we traverse the vibrant investment landscape of this emerging market. Our in-depth analysis of India's accelerating economic growth and how its' expanding middle class is revolutionizing consumer and industrial sectors. We tackle the dense forest of geopolitical dynamics, shedding light on India's strategic posturing amidst international tensions, w...
Dec 19, 2023•29 min
Please text and tell us what you like Ever dreamt of unlocking the secrets of a legendary investment guru? Here's your golden ticket! This episode takes an insightful expedition into the investment legacy of Charlie Munger, the late partner of Warren Buffett at Berkshire Hathaway. Brace yourself as we uncover Munger's unique approach to intrinsic value investing, which revolves around procuring superior companies at appealing prices. We'll also shed light on his conviction in the power of a stro...
Dec 08, 2023•21 min
Please text and tell us what you like Uncover the intriguing world of Artificial Intelligence (AI) with us as we commemorate the first year of OpenAI's chat GPT, a milestone in the realm of AI. The impact of AI on our daily lives is unmistakable, from the chatbots we interact with to the assistive technology we find in cars. Clem sheds light on the omnipresence of AI in our society and economy, leading us through the labyrinth of this advanced technology. We step into the cautionary territory as...
Dec 08, 2023•36 min
Please text and tell us what you like Can you imagine decreasing your taxable income while simultaneously helping the community around you? This episode of Skeptics Guide to Investing is a must-listen for those who desire to maximize their philanthropic potential and reap the financial benefits of charitable giving. Hosts Steve Davenport and Clem Miller take a deep dive into the world of donor-advised funds; an underutilized vehicle for charitable contributions that provide tax benefits while en...
Dec 08, 2023•22 min
Please text and tell us what you like Straight Talk for All Nonsense for None Welcome to the Introduction of the Skeptics Guide to Investing where we challenge mainstream financial narratives and provide unvarnished perspectives on markets and investment strategies. What if you had the chance to hear from two qualified financial analysts with different investment approaches, who aren't afraid to challenge each other and provide insightful, actionable advice? A dynamic podcast that combines Clem ...
Nov 28, 2023•4 min
Please text and tell us what you like Cryptocurrencies: a golden opportunity or a treacherous goldmine?" Strap in as my co-host Clem and I delve into the murky waters of the crypto world, pulling back the shiny façade to reveal the risks and dangers lurking beneath. Inspired by the shocking fraud convictions of the notorious Sam Bankman Fried and the collapse of his company, FTX, we'll expose the sly marketing tactics employed by crypto enthusiasts and debunk the myths that have led many to beli...
Nov 17, 2023•18 min
