SKEPTIC’S GUIDE TO INVESTING

著者: Steve Davenport Clement Miller
  • サマリー

  • 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.

    © 2024 SKEPTIC’S GUIDE TO INVESTING
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  • Debate Dynamics: Harris, Trump, and the Economy
    2024/09/12

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    Can 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 examine the limited impact these debates have on entrenched voter opinions and the fleeting nature of debate-driven news cycles, including how celebrity endorsements, like Taylor Swift’s for Harris, might play a role.

    Shifting gears, we delve into the economic factors shaping voting behavior, with a keen eye on inflation and the Federal Reserve’s controversial actions. This segment isn’t just a critique of economic policy but an exploration of how these issues are framed by the candidates to appeal to voters' concerns. Fraser, Clem, and Steve critique the debate's format and ABC’s handling of the event—especially the control of microphones—and discuss which key issues, such as the economy and foreign policy, Trump should emphasize to strengthen his campaign. We also touch on the broader political discourse and the need for more substantive conversations about economic growth, tax policies, and regulation.

    In a forward-looking discussion, we scrutinize the regulatory landscape in the U.S. and Europe, particularly focusing on the tech sector. With Clem’s expertise, we explore the impact of significant regulations like the EU's GDPR and China's data localization policies on innovation and stock price volatility. Additionally, Fraser discuss the potential consequences of the Supreme Court’s Loper-Bright decision on the administrative state and how regulations could affect AI advancements and cybersecurity. Wrapping up, we share our optimism about advancements in healthcare, such as telehealth and obesity treatments, which hold the promise of revolutionizing public health outcomes. This episode is packed with critical insights and a blend of cautionary and optimistic perspectives on the intersection of politics, economics, and innovation.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    1 時間
  • Market Outlook through end-2024
    2024/09/04

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    What 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 polling numbers, the critical role of electoral votes, and the desirability of divided government.

    We consider other macro issues as well, the declining inflation rate, a slowing economy, and questions over the pace of Fed interest rate declines. We also consider the high valuations of stocks connected to AI and reflect on whether the recent pullback will continue.

    We advocate for maintaining a steady investment course as we finish out the year.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    20 分
  • Middle East Turmoil: Geopolitical and Investment Dimensions
    2024/09/04

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    What 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 Palestinians. We emphasize the importance of peace and understanding in the face of complex and often divisive narratives.

    Can Israel effectively combat terrorism without endangering more innocent lives? This episode doesn't shy away from the tough questions. Our discussion delves into Israel's actions against Hamas, drawing comparisons with historical conflicts. We also scrutinize the broader implications of U.S. military movements, questioning how reallocating resources from Asia to the Middle East could affect global hotspots like Taiwan and the South China Sea. The conversation challenges the prioritization of international conflicts over pressing domestic issues, illustrating the interconnectedness of global strategies.

    How do American perspectives on foreign policy shape our national priorities? Steve and Clem dissect the bipartisan consensus on China and the more contentious views on Russia and the Middle East. We analyze how media focuses on pocketbook issues, often overshadowing critical foreign policy debates. This episode emphasizes the need for media to educate the public on broader issues and explores the impact of military engagements on American families. We wrap up with practical advice for your investment portfolios, urging listeners to reflect on whether our foreign policy priorities truly align with the nation's best interests. Thank you for supporting Skeptic's Guide to Investing.

    Straight Talk for All - Nonsense for None


    Please check out our other podcasts:

    https://skepticsguidetoinvesting.buzzsprout.com

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    38 分

あらすじ・解説

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.

© 2024 SKEPTIC’S GUIDE TO INVESTING

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