INFORMAZIONI SU QUESTO PODCAST 🔗
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation.
The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
Frequenza di aggiornamento:
every 50 days
Durata media dell'audio:
36 minutes
Interviste agli ospiti
Inglese
Stati Uniti
33 episodi
da 16 Dicembre 2022
episodic
ULTIMO EPISODIO 🔗
In episode 33 of Doxa Takes, Conor Sen returns for his annual check-in — and what a difference a year makes. Last fall the question was whether the economy was on the verge of weakening with rate cuts ahead; now mortgage rates are 7.5%, the 10-year sits at 5.3%, and the debate is how high rates hav…
CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Doxa Takes.
EPISODI PRECEDENTI 🔗
Doxa Capital is named after a 2,400-year-old argument between Plato and Aristotle. And we finally looked up the details.
After 31 episodes talking about markets and financial planning, it's time for a history lesson. The story of Doxa — where the idea came from, why we built it the way we did, and …
Q2 was all you can eat cake. Then the bill came in July.
In episode 31, Chase & David dig into the theme they've talked about all year - cake & veggies: the AI build-out mania and the quality compounders that provide the ballast. Behind the market volatility is a very extreme market structu…
Chase & David are back for episode 30, diving into a market that keeps defying a normal playbook. Oil is up, rates are elevated, inflation is sticky — three headwinds that historically hurt equities — yet the market keeps grinding higher. They break down what's actually driving the disconnect, …
Chase & David split episode 29 into two (unrelated) parts. First, they unpack the Iran conflict - how they're thinking through it, how it compares to the Russia/Ukraine war, and why the oil market disruption is *very large*. They also talk about why the broader market is presenting more opportu…
Chase & David start 2026 by unpacking the software selloff—and why the market's first-level thinking is missing a lot of nuance. With hyperscaler data center spending equaling the GDP of Sweden, the AI infrastructure boom is undeniable. But so far this year the market has flipped from "AI …
Chase welcomes back Bloomberg Opinion columnist Conor Sen for his third appearance on Doxa Takes to tackle the 2026 outlook—and why getting there requires making sense of 2025's messy economic puzzle.
This past year gave us economic data that made sense in isolation but was tough to reconcile. Labo…
Chase & David break down the AI spending boom into three parts for episode 26:
1) Is AI infrastructure spending big enough to mask underlying economic weakness. When tech companies are dropping hundreds of billions on data centers and infrastructure, it creates ripple effects across markets an…
Chase & David dive into the economy's "situationship"— you know, that awkward phase where nothing's dramatically changing, but there are definitely some moves happening that could matter depending on your specific situation. In this midsummer update, we break down the latest tax law changes and…
In this episode, it's just us—no guests, no agenda, just a lighthearted dive into the "Doxa Sayings" that guide everything we do at Doxa Capital. Think of this as a philosophical tour inside Doxa, where we share the timeless principles that have shaped our approach to markets, risk, and l…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Chase Lee, CFA, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
MOTORE DI RICERCA PODCAST
Puoi utilizzare il nostro sito Web per cercare podcast3,825,307ed episodi195,826,574per persone, luoghi o argomenti.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Doxa Takes.
RIVENDICA QUESTO PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post annunci economici for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
intervista a un podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
il nostro account ufficiale X (in precedenza Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
MODIFICA
Grazie, ci hai aiutato a mantenere aggiornato il database dei podcast.
