Doxa Takes

Chase is joined by two awesome guests in George Pearkes and Conor Sen to chat about what's happening in the economy and some likely scenarios going forward. George is the Global Macro Strategist for Bespoke Investment Group and Conor is the founder of Peachtree Creek Investments and is a Bloomberg Opinion columnist. These guys are masters at articulating economic themes so we took advantage of...

In episode six of Doxa Takes, Chase takes the interviewer seat to ask David about some popular financial planning topics. As a reminder, David Mucciaro is the co-founder of Doxa Capital where he has guided clients through all of their ups and downs for nearly a decade. He's an expert in personal finance - helping families reach their goals while being smart and efficient in how it gets done. (...

**Special Episode** We want to try something new with QuickTakes - a short 15-min chat about how we are thinking through current events and the effects they may have on our investing style. Here, David and Chase discuss the debt ceiling showdown, interest rates, and the regional bank "crisis". Quicktakes is something we'll do from time to time, so please let us know if you're a f...

David & Chase are joined by Ryan Nicholas, a real estate agent from a top Northern Virginian team at Coldwell Banker. He's been recognized as a NOVA 40 under 40 realtor and is one of the best to chat with about what he's seeing during the spring selling season. Housing is a big topic so we split our conversation into three parts (w/ timestamps): (3:45) Chase recaps the national market...

David & Chase are joined by Callie Cox from eToro US to chat about the economy and the outlook for the rest of the year. Callie has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. She is one of the best at making complicated things simple - a talent really needed as we break down inflation and the job market. And of course we also touch on the recent ban...

In this episode, Chase & Brian banter is back to check in on the economy since they last chatted in December. They discuss recent updates and the evolving outlook on inflation and where interest rates are headed (11:30). Then they lightly touch on bank earnings (28:30) and end with some takes on tech, Google and the ChatGPT hype (35:33). *Please note it's only our third episode - and while our...

A new logo, new music, and a new guest! (Only ep.2 and we're already improving!) In this episode, we hopped on a call with Doxa Capital's David Mucciaro. Chase & David started Doxa Capital together back in 2015 and he has been the leading man on financial planning ever since. We talk about the importance of planning, how Doxa's philosophy is unique, and hit some frequently asked planning quest...

Welcome to our first episode of Doxa Takes! Here we talk about the investing landscape for 2023, the outlook for inflation, and how we are thinking about portfolio management. Enjoy! See: Doxa's 2023 Outlook Here 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 a...