MENGENAI PODCAST INI 🔗
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.
Kekerapan kemas kini:
every 50 days
Purata panjang audio:
36 minutes
Temu bual tetamu
Bahasa Inggeris
Amerika Syarikat
33 episod
sejak 16 Dis 2022
episodic
EPISOD TERKINI 🔗
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 ...
EPISOD SEBELUMNYA 🔗
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, a ...
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 stru ...
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 disconnec ...
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 oppo ...
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 " ...
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. L ...
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 ...
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 ...
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, an ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Chase Lee, CFA, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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