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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

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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63:13

Trump 2.0: What Should Investors Track?

SKEPTIC’S GUIDE TO INVESTING ·

2024/12/20

Please text and tell us what you likeIn this episode of Skeptic’s Guide to Investing, Steve Davenport and Clem Miller discuss what investors should be tracking as the Second Trump Administration gets underway. Will increased energy output be addressed on Day 1? Will these policies support not just increased oil drilling but also natural gas exports and nuclear? Will the Administration and Congress get so side-tracked by social issues and retribution against perceived enemies ...

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56:27

Navigating Global Markets Amid Political Change

SKEPTIC’S GUIDE TO INVESTING ·

2024/12/19

Please text and tell us what you likeIn this episode of Skeptic’s Guide to Investing, Clem Miller and Steve Davenport discuss how the incoming Trump Administration’s threats to impose very high tariffs, expel millions of undocumented immigrants, and reshape U.S. alliances to favor authoritarian regimes (coupled with the Fed’s strong dollar policy) are causing global shockwaves. We discuss the precarious position of Trudeau’s government in Canada and the prospect of U.S. military interve...

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65:03

Unlocking Trading Success with Adrian Reid

SKEPTIC’S GUIDE TO INVESTING ·

2024/12/05

Please text and tell us what you likeWhat if you could make trading decisions without emotion clouding your judgment? Join us as we sit down with Adrian Reid from Enlightened Stock Trader, who reveals the secret ingredients for trading success in 2025. Adrian's unique approach focuses on systematic strategies that prioritize models over market noise, incorporating factors like momentum, size, and volatility. Learn how he strategically excludes European markets to focus on regions with the bes...

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43:10

Trump’s Transactional Foreign Policy

SKEPTIC’S GUIDE TO INVESTING ·

2024/11/20

Please text and tell us what you likeClem Miller and Steve Davenport discuss President-Elect Trump’s transactional approach to resolving thorny international conflicts, such as with the Russia-Ukraine conflict, in the Middle East conflict, or with China-Taiwan. Will Trump abandon or downgrade long-standing relationships with NATO or other allies as he makes foreign policy deals? Is Trump likely to be successful in bringing regional adversaries like Russia and Ukraine, or Israel and ...

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40:50

Trump’s Domestic Agenda: Success or Failure?

SKEPTIC’S GUIDE TO INVESTING ·

2024/11/20

Please text and tell us what you likeSteve Davenport and Clem Miller discuss President-Elect Trump’s domestic agenda: deportations, tariffs, taxes, and energy. Will Trump have a durable Congressional majority to enact his policies? What can he do by Executive Order? Will he squander too much political capital on distractions or retribution? Even if his policies are enacted, what would be their true economic impact? Won’t deportations of employed immigrants, and broad-b...

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21:22

Navigating Market Reactions to Political Change

SKEPTIC’S GUIDE TO INVESTING ·

2024/11/11

Please text and tell us what you likeSurprised 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 pu...

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38:45

US Tech Giants in the EU's Regulatory Maze

SKEPTIC’S GUIDE TO INVESTING ·

2024/11/01

Please text and tell us what you likeHow 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...

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31:27

Inflation's Impact: Strategies Beyond Bonds

SKEPTIC’S GUIDE TO INVESTING ·

2024/11/01

Please text and tell us what you likeIn 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 siz...

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41:16

Traditional Meets Modern: Japan's Unique Blend

SKEPTIC’S GUIDE TO INVESTING ·

2024/10/18

Please text and tell us what you likeWhat happens when a seasoned business traveler trades in short visits for a month-long immersion in Japan? Join us as Clem Miller unravels his captivating journey through the Land of the Rising Sun, offering a rich blend of personal anecdotes and cultural insights. From Tokyo's bustling streets to Kyoto's serene temples, Clem paints a vivid picture of Japan's unique juxtaposition of modernity and timeless tradition. Discover how a society renowned for tech...

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34:29

China's Economic Landscape for Investors

SKEPTIC’S GUIDE TO INVESTING ·

2024/10/18

Please text and tell us what you likeUnlock the secrets behind China's economic strategies and arm yourself with essential insights for cautious investing. Join me, Steve Davenport, alongside Colm Miller, as we dissect the enigmatic world of China's economic policies and the challenges investors face in navigating these murky waters. Our conversation promises a thorough examination of the complex landscape, exploring how China's recent focus on bolstering local retail investor confidence thro...

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32:43

AI Investments: Delivering or Disappointing

SKEPTIC’S GUIDE TO INVESTING ·

2024/09/25

Please text and tell us what you likeIs the AI market a ticking time bomb or a goldmine waiting to be tapped? Join us as Clem Miller helps dissect the current AI landscape, paralleled with the tech boom of 2000, and clarifies whether companies like Nvidia are the kings of the hill or just on a temporary pedestal. We’ll also explore the strategic pivot towards robust defensive stocks—think healthcare and consumer staples—as a buffer against market volatility. Plus, we're challenging the buzz a...

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29:56

Stocks vs Factors: The Real Fundamentals

SKEPTIC’S GUIDE TO INVESTING ·

2024/09/25

Please text and tell us what you likeAre factors really the essential building blocks of investment portfolios, or is it just clever marketing? In this episode of Skeptic's Guide, Clem boldly challenges the widespread belief in factor investing by arguing that individual stocks themselves are the true fundamentals. Clem dissects the unpredictable nature of factor performance and critiques the simplistic construction of factor ETFs. While he acknowledges the utility of certain factors like bet...

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60:05

Debate Dynamics: Harris, Trump, and the Economy

SKEPTIC’S GUIDE TO INVESTING ·

2024/09/12

Please text and tell us what you likeCan Kamala Harris’s debate performance really sway undecided voters? On this episode of Skeptic's Guide to Investing, Frazer Rice, author of Wealth Actually, joins us to break down the high-stakes debate between Kamala Harris and Donald Trump. Alongside Clem Miller and Steve Davenport, Frazer dissects Harris's strategies, her ability to maintain composure, and the overall entertainment value of the debate. Our conversation moves beyond the theatrics to exa...

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19:52

Market Outlook through end-2024

SKEPTIC’S GUIDE TO INVESTING ·

2024/09/04

Please text and tell us what you likeWhat can we expect for the stock market for the rest of 2024? Discover how the U.S. elections, inflation, the economy, and Federal Reserve actions intertwine to influence market trends for the rest of 2024. Join hosts Steve Davenport and Clem Miller as we consider the recent flat trend and high daily volatility. We consider the electoral landscape: the excitement building around Harris as potentially the first woman president, the latest pollin...

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37:30

Middle East Turmoil: Geopolitical and Investment...

SKEPTIC’S GUIDE TO INVESTING ·

2024/09/04

Please text and tell us what you likeWhat if the key to understanding the Israeli-Palestinian conflict lies not in politics but in human connections? Join us on this episode of Skeptic's Guide to Investing as Steve and Clem unravel the geopolitical and economic threads of recent Middle East turmoil. We'll explore the motivations behind Israeli leadership, the role of Hamas and Hezbollah, and the potential for a ceasefire, all while maintaining a focus on the humanity that bridges Israelis and...

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59:29

Is the U.S. National Debt Unsustainable (with Special...

SKEPTIC’S GUIDE TO INVESTING ·

2024/08/21

Please text and tell us what you likePrepare to demystify the complexities of the national debt with our esteemed guest, Steve Gattuso, CFA, Chief Investment Officer at Courier Capital. This episode of Skeptic's Guide to Investing promises to shed light on how the national debt has reached nearly $35 trillion and what this means for our economic future. Steve uses relatable analogies to break down the difference between deficit and debt, while also discussing the significant impact of mandate...

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30:14

Recession Watch: Resilience in Volatile Times

SKEPTIC’S GUIDE TO INVESTING ·

2024/08/07

Please text and tell us what you likeIs your portfolio ready for the next market shake-up? Join Clem Miller and Steve Davenport on this episode of Skeptic's Guide to Investing as we unravel the mysteries behind recent market volatility and its potential link to an impending recession. We break down the wild swings in the S&P 500 and question what these movements really indicate about the broader economic landscape. From Warren Buffett’s strategic sale of Apple stock to the low liquidity i...

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38:38

Harris and Walz: The Populist Wave

SKEPTIC’S GUIDE TO INVESTING ·

2024/08/07

Please text and tell us what you likeIs the American political landscape ready for a seismic shift? Join us as we examine how Kamala Harris's decision to bring Tim Walz onboard as her vice-presidential candidate has transformed the 2024 election into a clash of populist titans against Trump and Vance. Harris, once seen as an institutionalist, now embraces a populist strategy, with Walz's relatable and vibrant personality adding a unique charm to the ticket. We’ll dissect the implications of t...

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21:17

Berkshire Raises Cash: What Signal does this Send?

SKEPTIC’S GUIDE TO INVESTING ·

2024/08/07

Please text and tell us what you likeWhat if the financial industry’s most revered investor made a move that seemed counterintuitive? Join us on the Skeptic's Guide to Investing as Steve Davenport and I dissect the surprising decision by Berkshire Hathaway to sell half of its Apple shares and reduce its Bank of America holdings. We dive into Berkshire's intricate dual business structure, balancing wholly owned insurance operations with expansive non-insurance investments, and speculate on pos...

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125 results

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