Chase Lee, CFA

Doxa Takes

Business EN ↓ 30 episodes

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.

Author

Chase Lee, CFA

Episodes

Big picture housing, Anecdata, & Planning FAQ's w/ Ryan Nicholas (Ep.5) 04.05.2023 41:31

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...

Recession: To-Be or Not-to-be? w/ Callie Cox (Ep.4) 03.04.2023 48:04

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...

First Quarter Check-in (Ep.3) 21.02.2023 49:17

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...

Financial Planning w/ David Mucciaro (Ep.2) 11.01.2023 28:33

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...

Pilot (Ep.1) 16.12.2022 41:08

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...