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PODCAST

SKEPTIC’S GUIDE TO INVESTING

Steve Davenport, Clement Miller

Straight Talk for All, Nonsense for NoneAbout - 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

business investing

All Episodes

42:31

Analog is the New Digital: Chris Guarino's Surprising...

SKEPTIC’S GUIDE TO INVESTING ·

2025/05/23

Please text and tell us what you like The wealth management industry is transforming through fragment consolidation, increased democratization of investment opportunities, and technology-enabled customization of client services. Today's episode of Skeptics Guide discusses wealth management with Chris Guarino of Alpine Strategic Partners. • Private equity access is becoming more democratized, with quality boutique managers offering differentiated opportunities for smaller investors • ETFs now...

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77:36

US & Canada : Partners in Prosperity

SKEPTIC’S GUIDE TO INVESTING ·

2025/05/09

Please text and tell us what you like We explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration. • Moving back to centrist economic policies in both the US and Canada • Canada's competitive advantage in natural resources was ignored under Trudeau • The historical importance of the proportionality clause in US-Canada trade agreements • Why Calgary might become an econo...

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62:39

The Debt Crisis Time Bomb

SKEPTIC’S GUIDE TO INVESTING ·

2025/04/23

Please text and tell us what you like America stands at a fiscal precipice, with national debt approaching 100% of GDP and projected to reach 130% by 2035 if current policies continue. This podcast features an illuminating conversation with fixed income expert Steve Gattuso, who brings his professional perspective as a portfolio manager at a $6 billion investment firm and his academic insights as a 12-year finance professor. The discussion reveals how America's fiscal trajectory has deterior...

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27:01

Beyond the Vault: Why Gold Matters When Markets Falter

SKEPTIC’S GUIDE TO INVESTING ·

2025/04/19

Please text and tell us what you like Gold serves as a portfolio stabilizer during volatile markets while offering upside potential when traditional assets falter. We explore how this precious metal fits into a diversified investment strategy during uncertain times. • Gold ETFs provide liquid exposure without needing physical storage • Target allocation of 5-15% depending on market conditions and risk tolerance • Gold demonstrates negative correlation to stocks during market downturns • Mult...

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21:57

Bonds in Turmoil

SKEPTIC’S GUIDE TO INVESTING ·

2025/04/19

Please text and tell us what you like Steve and Clem examine how bonds have shifted from reliable safe havens to potentially risky investments in today's economic landscape, challenging conventional wisdom about treasuries as risk-free assets. • Bonds traditionally provided safety and income, but inflation and economic uncertainty have changed this dynamic • Bond vigilantes reacting to tariff announcements revealed hidden vulnerabilities in bond portfolios • Long-duration treasuries (20-30 y...

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22:45

The Messy Middle: Navigating Alternative Investments

SKEPTIC’S GUIDE TO INVESTING ·

2025/04/19

Please text and tell us what you like Alternative investments offer potential diversification but come with significant trade-offs in liquidity, transparency, and fees that many investors overlook. We explore why the famous "Yale approach" to investing that worked brilliantly in the 1980s and 1990s may not be appropriate for most investors today. • Alternative investments lack daily market pricing, with most only valued quarterly • The "messy middle" includes less liquid investments that lac...

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45:10

Trump Unleashes Tariff Chaos: Portfolio Protection,...

SKEPTIC’S GUIDE TO INVESTING ·

2025/04/06

Please text and tell us what you like When markets plummet in response to unexpected policy shifts like Trump's tariff announcements, distinguishing between panic reactions and thoughtful investment strategy becomes crucial. Steve Davenport and Clem Miller cut through the market noise to deliver a practical framework for navigating financial turbulence. The duo examines three potential market scenarios ranging from a further 20% drop with sluggish recovery to a milder 5% decline followed by ...

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63:50

America in Chaos: Tariffs and Taxes

SKEPTIC’S GUIDE TO INVESTING ·

2025/03/26

Please text and tell us what you like The extension of Trump-era tax cuts presents critical planning decisions as exemption amounts could drop from $14 million to $7 million per person without congressional action. • Estate tax exemption likely to receive a four-year extension rather than permanent status • Trump administration characterized by chaos and short-term thinking rather than coherent strategy • Stephen Miller identified as Trump's most influential advisor and policy gatekeeper • E...

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30:48

Uncle Sam's Maxed-Out Credit Card

SKEPTIC’S GUIDE TO INVESTING ·

2025/03/13

Please text and tell us what you like We examine the debt ceiling crisis and its implications for investors, revealing how this political standoff reflects deeper problems in America's fiscal health that could impact global financial markets and your portfolio. • Debt ceiling is a uniquely American concept (shared only with Denmark) limiting federal government borrowing • Official national debt at $40 trillion excludes $25-30 trillion in unfunded Medicare, Medicaid, and Social Security liabi...

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36:55

Steel, Aluminum, Wine and Trade Wars: Oh My!

SKEPTIC’S GUIDE TO INVESTING ·

2025/03/13

Please text and tell us what you like By repeatedly threatening, imposing, and withdrawing tariffs, the Trump Administration is creating uncertainty for businesses who depend on international trade. The result is a sharp drop in the stock market, with additional declines likely. In this episode, Steve and Clem explore how Trump’s trade policies are based on 19th century economic assumptions and fail to recognize that high tariffs can trigger depressions, as they did in the early...

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54:43

Big Debate: Tech, Finance and Health Stocks to Own

SKEPTIC’S GUIDE TO INVESTING ·

2025/02/28

Please text and tell us what you like Join us as we navigate through the intricacies of stock investing as we approach 2025. This episode delves deep into the predictions of the stock market, highlighting significant players across technology, finance, and healthcare. - In-depth analysis of Microsoft’s valuation and growth potential - Exploration of semiconductor giant ASML’s market challenges - Adobe’s crucial role in AI and document management discussed - Debate on top st...

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44:35

Are You Prepared for Market Volatility?

SKEPTIC’S GUIDE TO INVESTING ·

2025/02/27

Please text and tell us what you like We explore the critical theme of managing investment risk amid heightened uncertainty. This discussion revolves around proactive strategies to mitigate risk in a volatile market and achieve financial resilience. • Navigating the tumultuous landscape of investment risks • Adjusting portfolios from stocks to bonds for safety • Understanding the role of beta in risk management • Exploring the use of options as a protective measure • ...

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50:49

Higher Inflation Numbers: Fed Policy Challenged

SKEPTIC’S GUIDE TO INVESTING ·

2025/02/12

Please text and tell us what you like Inflation expectations and their impacts on the economy take center stage in this episode, as we explore the challenges facing the Federal Reserve and the resulting market volatility. We discuss the interconnected roles of tariffs, immigration, and political influences on inflation, and offer strategies for investors to navigate these turbulent waters. • Discussion on the latest inflation report and its implications • Analysis of the Fed’s direction and ...

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37:43

A U.S. Sovereign Wealth Fund: Is it Realistic?

SKEPTIC’S GUIDE TO INVESTING ·

2025/02/12

Please text and tell us what you like This episode tackles the contentious concept of a U.S. sovereign wealth fund, dissecting its potential feasibility, funding challenges, and political implications. With existing programs already serving similar purposes, the necessity of a new fund comes into question against the backdrop of America’s daunting debt landscape. • Discussion on the nature and purpose of sovereign wealth funds • Examination of the feasibility of establishing one in the U.S. ...

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48:54

DeepSeek: China’s AI Disruptor (Part 2)

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/29

Please text and tell us what you likeIn the second part of our discussion of DeepSeek, we explore the potential investment implications of DeepSeek for U.S. technology companies and the the competitive landscape in AI. Is DeepSeek really “better” than the models used deployed by U.S. Big Tech? Or are there apples-oranges comparisons at play?Are DeepSeek’s claims of minimal capital investments accurate? Or do they ignore large undisclosed costs? How accurate are Dee...

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34:21

DeepSeek: China’s AI Disruptor (Part 1)

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/29

Please text and tell us what you likeCan a Chinese company with a modest $6 million investment truly disrupt the global AI landscape and challenge tech giants like Google and OpenAI? Join us as we explore the audacious rise of DeepSeek, founded by hedge fund manager Liang Wenfang, and its implications on international markets. We unravel the layers of this ambitious venture, probing the complexities of U.S. concerns over Chinese competition, and the real costs of AI development. Discover the ...

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27:18

Trump Puffery: Immigration in 2025

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/15

Please text and tell us what you likeThe episode examines the exaggerated claim by Trump regarding the deportation of 30 million undocumented immigrants, exploring the realities behind such a statement. The hosts discuss the implications of immigration rhetoric on various industries, the need for nuanced policy reform, and the positive contributions of immigrants to society. • Discussing the puffery surrounding Trump's 30 million deportation claim • Explaining the implications of im...

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24:18

Trump Puffery: Tariff Policy

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/15

Please text and tell us what you likeThis episode explores the concept of tariff puffery, delving into the economic realities versus the exaggerations perpetuated by political figures regarding trade policies. Hosts Steve and Glenn discuss the implications of tariffs on consumers and businesses, offering a critical insight into their effectiveness in today's economy.• Definition of puffery in the context of tariffs • Examination of historical tariff impacts • Discussion on the autom...

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27:21

Trump Puffery: International Affairs

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/15

Please text and tell us what you likeNavigating political puffery reveals the absurdity in exaggerated claims made by leaders, showcasing how distractions shape public discourse and investor perceptions. Understanding these dynamics helps listeners critically assess the implications of such statements on global relationships and policy. • Defining puffery in political terms • Canada as the absurd notion of a 51st state • Greenland's strategic importance and its dismissals ...

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45:50

Protecting Your Portfolio: Strategies for Economic...

SKEPTIC’S GUIDE TO INVESTING ·

2025/01/02

Please text and tell us what you likeUnlock the secrets to safeguarding your investments amidst uncertain economic times with our latest episode, featuring an engaging discussion with financial expert Steve Davenport. Together, we dive into effective strategies for protecting your portfolio from potential downturns, emphasizing the critical role of conservative asset allocation. Learn how to balance growth, income, and stability, while navigating the challenges posed by economic factors like ...

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125 results

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