SKEPTIC’S GUIDE TO INVESTING

Steve Davenport, Clement Miller
  • 5.0 (3)
  • INVESTING
  • UPDATED BIMONTHLY
SKEPTIC’S GUIDE TO INVESTING

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 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.

  1. MAR 13

    Uncle Sam's Maxed-Out Credit Card

    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...

    31 min

  2. MAR 13

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

    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...

    37 min

  3. FEB 28

    Big Debate: Tech, Finance and Health Stocks to Own

    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...

    55 min

  4. FEB 27

    Are You Prepared for Market Volatility?

    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 • ...

    45 min

  5. FEB 12

    Higher Inflation Numbers: Fed Policy Challenged

    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 ...

    51 min

  6. FEB 12

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

    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. ...

    38 min

  7. JAN 29

    DeepSeek: China’s AI Disruptor (Part 1)

    Please text and tell us what you like Can 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...

    34 min

  8. JAN 29

    DeepSeek: China’s AI Disruptor (Part 2)

    Please text and tell us what you like In 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 ...

    49 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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 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.

Information

  • Creator
    Steve Davenport, Clement Miller
  • Years Active
    2023 - 2025
  • Episodes
    77
  • Rating
    Clean
  • Copyright
    © 2025 SKEPTIC’S GUIDE TO INVESTING
  • Show Website
    SKEPTIC’S GUIDE TO INVESTING

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