SKEPTIC’S GUIDE TO INVESTING Steve Davenport, Clement Miller

Embark 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 of Abenomics, opens up new investment opportunities with Japanese firms. We also briefly consider India’s opportunities. We con...

Embark 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 European industries, damaging their competitiveness, and upended global energy markets. We highlight North America’s emergent status as an energ...

Prepare to peer into the crystal ball of technology's future as Clem Miller and Steve Davenport, dissect Alphabet's latest developer conference bombshell, the generative AI phenomenon Gemini. This episode reveals how Alphabet's AI brainchild is shaping up to be core to the evolution of Google Search, Android, and other Alphabet products, giving OpenAI a run for its money. We'll navigate the intricate dance of AI and hardware, examining Alphabet's budding alliance with NVIDIA and their h...

In this episode, Clem Miller and Steve Davenport address a key investor question: Just how actionable is the economists’ and strategists’ standard playbook of intense “Fed Watching”? Steve and Clem challenge the myopic view, reinforced by business media, that somehow the Fed is an all-seeing puppeteer controlling U.S. and global financial markets. Steve and Clem point out that for investors to make any money on Fed decisions depends on their being able to make quick ma...

Unlock the secrets behind the meme stock madness. Steve Davenport and Clem Miller take a whirlwind tour through the rise and reign of stocks like AMC and GameStop, dissecting the cult followings these companies have garnered, thanks in part to mysterious Reddit icons such as Roaring Kitty. We contrast these phenomena with giants like Berkshire Hathaway, Tesla, and Nvidia, and ponder whether zeal among their investors brand them as semi-meme stocks. Delving deeper, we discuss how the mem...

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 emphasis on the power of meaningf...