SKEPTIC’S GUIDE TO INVESTING

Please text and tell us what you like Is the AI market a ticking time bomb or a goldmine waiting to be tapped? Join us as Clem Miller helps dissect the current AI landscape, paralleled with the tech boom of 2000, and clarifies whether companies like Nvidia are the kings of the hill or just on a temporary pedestal. We’ll also explore the strategic pivot towards robust defensive stocks—think healthc...

Please text and tell us what you like 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 comp...

Please text and tell us what you like 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 exc...

Please text and tell us what you like 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...

Please text and tell us what you like Prepare to demystify the complexities of the national debt with our esteemed guest, Steve Gattuso, CFA, Chief Investment Officer at Courier Capital. This episode of Skeptic's Guide to Investing promises to shed light on how the national debt has reached nearly $35 trillion and what this means for our economic future. Steve uses relatable analogies to brea...

Please text and tell us what you like Is your portfolio ready for the next market shake-up? Join Clem Miller and Steve Davenport on this episode of Skeptic's Guide to Investing as we unravel the mysteries behind recent market volatility and its potential link to an impending recession. We break down the wild swings in the S&P 500 and question what these movements really indicate about the...

Please text and tell us what you like What if the financial industry’s most revered investor made a move that seemed counterintuitive? Join us on the Skeptic's Guide to Investing as Steve Davenport and I dissect the surprising decision by Berkshire Hathaway to sell half of its Apple shares and reduce its Bank of America holdings. We dive into Berkshire's intricate dual business structure...

Please text and tell us what you like Is the American political landscape ready for a seismic shift? Join us as we examine how Kamala Harris's decision to bring Tim Walz onboard as her vice-presidential candidate has transformed the 2024 election into a clash of populist titans against Trump and Vance. Harris, once seen as an institutionalist, now embraces a populist strategy, with Walz'...

Please text and tell us what you like Imagine a world where the very companies hired to protect us from cyber threats inadvertently cause massive disruptions. Today, Steve Davenport and Clem Miller discuss the staggering irony of a global IT outage ignited by a faulty software release from cybersecurity giant CrowdStrike. This episode promises to reveal the vulnerabilities in our digital infrastru...

Please text and tell us what you like Will a sudden change of candidates reshape the entire investment landscape? Steve Davenport and Clem Miller navigate the seismic political shifts that followed President Biden's unexpected withdrawal from the 2024 Presidential campaign. With Kamala Harris stepping up to the presidency, we delve into her qualifications, background, and the ripple effects t...

Please text and tell us what you like Unlock the secrets behind the intricate web of global energy politics with Steve Davenport and Clem Miller from Skeptic's Guide to Investing. How has the Ukraine-Russia conflict reshaped energy markets? Why is diversifying energy sources crucial for geopolitical stability? We pull back the curtain on U.S. energy policies under Trump, exploring the potenti...

Please text and tell us what you like How could an assassination attempt on a former president change the course of the US elections? Join us on this episode of Skeptic's Guide to Investing as we navigate the chaotic and unpredictable landscape of the current US elections. We kick off by scrutinizing Joe Biden's recent debate performance and how questions regarding his age and competence...

Please text and tell us what you like What can we expect of markets in the second half of 2024?  Can AI sustain its explosive momentum, or are we on the brink of a bubble burst? This week on Skeptic's Guide to Investing, we dissect the meteoric rise of AI, focusing on NVIDIA’s dominance and the broader implications for investors navigating this tech frenzy. We’ll guide you through the landsca...

Please text and tell us what you like Unlock the secrets to financial freedom with Dan Solin, author of "Wealthier: The Investing Field Guide for Millennials." In this episode, Dan demystifies investing, highlighting why time and compounding are your best allies in wealth-building. We discuss the importance of managing realistic savings expectations.  Dan also puts to rest the myth that...

Please text and tell us what you like What if the recent political shifts in Europe could change your investment strategy? Join Steve Davenport and Clem Miller as they discuss the surprising results of the latest European Parliament elections.  We discuss the significant move from left to right, the decline of the Greens and left-wing parties who emphasized climate change and sustainability, and t...

Please text and tell us what you like Do you wonder why a warehouse retailer such as Costco can have a similar valuation to that of AI chip giant NVIDIA? Get ready to uncover the surprising secrets behind Costco's market valuation with Steve Davenport and Clem Miller.  We'll explore how Costco's consistent dividend growth and appeal to middle income consumers have driven its impress...

Please text and tell us what you like Embark on an expansive journey to travel through the economic and political landscape of Europe and the Middle East, including a foray into energy geopolitics, with the esteemed Dr. James Thorne and our seasoned co-hosts Clem Miller and Steve Davenport.  We reflect on how the Russian invasion of Ukraine cut off the supply of cheap energy to European industries...

Please text and tell us what you like Embark with us on a financial expedition through Asian markets. We are joined by Dr. James Thorne of Wellington-Altus Private Wealth, who guides us through a landscape rich with both promise and peril.    We evaluate how Japan's strategic regional alliance with the U.S. and Australia, plus the sustained market reform tailwind from the Three Arrows of Aben...

Please text and tell us what you like Unlock the secrets behind the meme stock madness.  Steve Davenport and Clem Miller take a whirlwind tour through the rise and reign of stocks like AMC and GameStop, dissecting the cult followings these companies have garnered, thanks in part to mysterious Reddit icons such as Roaring Kitty. We contrast these phenomena with giants like Berkshire Hathaway, Tesla...

Please text and tell us what you like Prepare to peer into the crystal ball of technology's future as Clem Miller and Steve Davenport, dissect Alphabet's latest developer conference bombshell, the generative AI phenomenon Gemini. This episode reveals how Alphabet's AI brainchild is shaping up to be core to the evolution of Google Search,  Android, and other Alphabet products, giving...

Please text and tell us what you like In this episode, Clem Miller and Steve Davenport address a key investor question:  Just how actionable is the economists’ and strategists’ standard playbook of intense “Fed Watching”?   Steve and Clem challenge the myopic view, reinforced by business media, that somehow the Fed  is an all-seeing puppeteer controlling U.S. and global financial markets.   Steve...

Please text and tell us what you like Skeptic’s Guide to Investing hosts Frazer Rice, the seasoned Director of Family Office Services at Next Capital Management and author of "Wealth, Actually”.   Fraser helps us explore complexities of wealth management. Peer into the holistic approach required to harmonize investments, cash flow, and estate planning with your personal values—a symphony of s...

Please text and tell us what you like Discover pivotal lessons from the heart-rending bridge disaster in Baltimore as Clem Miller and Steve Davenport consider the urgent call to action it represents for infrastructure investment and maintenance. In the wake of this calamity, we delve into the development of essential systems such as harbors and examine the economic and safety consequences of negle...

Please text and tell us what you like Unlock the secrets of gold as an investment with Steve Davenport and Clem Miller, as we venture beyond common misconceptions to reveal gold’s appropriate role.  From the possibility of gold being the ultimate protector of wealth during severe economic or geopolitical upheaval, to historical instances where governments have stepped in and seized private  gold h...

Please text and tell us what you like Unlock the secret to smarter investment decisions as Steve Davenport and I celebrate the groundbreaking and Nobel-winning work of Daniel Kahneman, the father of behavioral investing.   We dissect the intricate dance of human biases and investment decision-making.   We bring Kahneman's legacy vividly to life,  as we delve into the ways in which his psychol...