SKEPTIC’S GUIDE TO INVESTING

Jul 24 2024 1

SKEPTIC’S GUIDE TO INVESTING Podcast artwork

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.

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Harris vs Trump: Business and Politics

Jul 24 2024 55 mins

Please text and tell us what you likeWill a sudden change of candidates reshape the entire investment landscape? Steve Davenport and Clem Miller navigate the seismic political shifts that followed President Biden's unexpected withdrawal from the 2024 Presidential campaign. With Kamala Harris stepping up to the presidency, we delve into her qualifications, background, and the ripple

Crowdstrike: Protection Becomes a Threat

Jul 24 2024 31 mins

Please text and tell us what you likeImagine a world where the very companies hired to protect us from cyber threats inadvertently cause massive disruptions. Today, Steve Davenport and Clem Miller discuss the staggering irony of a global IT outage ignited by a faulty software release from cybersecurity giant CrowdStrike. This episode promises to reveal the vulnerabilities in our di

Energy Outlook Around the Globe

Jul 17 2024 35 mins

Please text and tell us what you likeUnlock the secrets behind the intricate web of global energy politics with Steve Davenport and Glenn Miller from Skeptic's Guide to Investing. How has the Ukraine-Russia conflict reshaped energy markets? Why is diversifying energy sources crucial for geopolitical stability? We pull back the curtain on U.S. energy policies under Trump, exploring

U. S. Election Fireworks Begin

Jul 17 2024 43 mins

Please text and tell us what you likeHow could an assassination attempt on a former president change the course of the US elections? Join us on this episode of Skeptic's Guide to Investing as we navigate the chaotic and unpredictable landscape of the current US elections. We kick off by scrutinizing Joe Biden's recent debate performance and how questions regarding his age and compe

2024: Skeptics Guide to the Second Half

Jun 26 2024 69 mins

Please text and tell us what you likeWhat can we expect of markets in the second half of 2024? Can AI sustain its explosive momentum, or are we on the brink of a bubble burst? This week on Skeptic's Guide to Investing, we dissect the meteoric rise of AI, focusing on NVIDIA’s dominance and the broader implications for investors navigating this tech frenzy. We’ll guide you throug

Millennials’ Journey to Financial Wellness with Dan Solin

Jun 19 2024 55 mins

Please text and tell us what you likeUnlock the secrets to financial freedom with Dan Solin, author of "Wealthier: The Investing Field Guide for Millennials." In this episode, Dan demystifies investing, highlighting why time and compounding are your best allies in wealth-building. We discuss the importance of managing realistic savings expectations. Dan also puts to rest the myth t

Costco: Consumer & Investor Appeal Drive Anomalous Valuation

Jun 14 2024 28 mins

Please text and tell us what you likeDo you wonder why a warehouse retailer such as Costco can have a similar valuation to that of AI chip giant NVIDIA? Get ready to uncover the surprising secrets behind Costco's market valuation with Steve Davenport and Clem Miller. We'll explore how Costco's consistent dividend growth and appeal to middle income consumers have driven its impressi

European Politics Shifts to the Right: Investment Implications

Jun 14 2024 34 mins

Please text and tell us what you likeWhat if the recent political shifts in Europe could change your investment strategy? Join Steve Davenport and Clem Miller as they discuss the surprising results of the latest European Parliament elections. We discuss the significant move from left to right, the decline of the Greens and left-wing parties who emphasized climate change and sustain

Asia’s Investment Risks & Opportunities, with Dr. James Thorne

May 22 2024 39 mins

Please text and tell us what you likeEmbark with us on a financial expedition through Asian markets. We are joined by Dr. James Thorne of Wellington-Altus Private Wealth, who guides us through a landscape rich with both promise and peril. We evaluate how Japan's strategic regional alliance with the U.S. and Australia, plus the sustained market reform tailwind from the Three Arrows

European Investment Risks & Opportunities with special guest, Dr. James Thorne

May 22 2024 34 mins

Please text and tell us what you likeEmbark on an expansive journey to travel through the economic and political landscape of Europe and the Middle East, including a foray into energy geopolitics, with the esteemed Dr. James Thorne and our seasoned co-hosts Clem Miller and Steve Davenport. We reflect on how the Russian invasion of Ukraine cut off the supply of cheap energy to Europ