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SKEPTIC’S GUIDE TO INVESTING

Steve Davenport, Clement Miller
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Straight Talk for All, Nonsense for NoneAbout - Our podcast looks to help improve investing IQ. We share 15-30 minutes on finance, market and investment ideas. We bring experience and empathy to the complex process of financial wellness. Every journey is unique, so we look for ways our insights can help listeners. Also, we want to have fun😎Your Hosts - Meet Steve Davenport, CFA and Clem Miller,... more

PublishesWeeklyEpisodes108Founded2 years ago
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InvestingEducationBusinessSelf-Improvement

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Artwork for SKEPTIC’S GUIDE TO INVESTING

Latest Episodes

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We unpack gold’s surge, why central banks—especially China—are buying, and how to balance conviction with risk. We share how we trimmed, built a cash buffer, and considered collars to cut downside while staying ... more

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The U.S. government's unprecedented move to take a 10% ownership stake in Intel raises serious questions about the appropriate boundaries between government and private enterprise in American capitalism.

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Aradhana Kejriwal shares insights on her work as an Outsourced Chief Investment Officer (OCIO) and discusses how women are reshaping the investment landscape with their growing control of wealth and unique persp... more

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We delve into the controversial topic of allowing private equity, real estate, debt, and even cryptocurrency into 401k retirement accounts, offering a skeptical analysis of this potential shift in retirement pla... more

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Recent Guests

Aradhana Kejriwal
Financial advisor and advocate for women in investing
CFA Society Atlanta
Episode: OCIO: Aradhana Kejriwal on Markets
Steve Selengut
Accomplished author and expert in retirement investing
Episode: Rethinking Retirement: The Closed-End Fund Strategy
Megan Smith
Board of Trustee member at Providence College and a seasoned professional in the financial service industry.
Providence College
Episode: Alternatives, Women, and Wealth: Megan Smith
Gene Natali
Financial educator and creator of Troutwood, advocate for financial literacy
Troutwood
Episode: Building Financial Futures with Gene Natali, CFA
Joe Sroka
Co-founder of NovaPoint Capital and former infantry officer in the United States Army.
NovaPoint Capital
Episode: Money Masters: Integrity in Wealth Management
Mimi Locke
Financial literacy advocate and co-leader of Invest for Better
Invest for Better
Episode: Money Talks: Women and Wealth
Joe Ryu
Manager of the private real estate credit fund at Prospect Capital
Prospect Capital
Episode: Unveiling Private Real Estate Credit, with guest Joe Ryu from Prospect Capital
Adam Parker
CNBC contributor and research analyst at Trivariate Research.
Trivariate Research
Episode: The Institutional Perspective: Adam Parker on AI, Equity Investments, and Market Trends
Rich Weiss
Chief Investment Officer of Multi-Asset Strategies at American Century
American Century
Episode: Markets, Politics, and Debt: Insights with Rich Weiss

Hosts

Steve Davenport
Experienced financial professional with a focus on domestic stock and quantitative analysis. Known for a straightforward approach to investment discussions and insightful market commentary.
Clem Miller
Finance professional with expertise in fundamental analysis and international markets, bringing a balanced perspective to investment strategies and trends.

Reviews

5.0 out of 5 stars from 782 ratings
  • Great energy

    They seem to be having fun

    Apple Podcasts
    5
    xcyvtubhinjompk
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the engaging and entertaining approach to finance and investing topics.
The tone is often described as lively, making learning about finances more enjoyable.
The hosts are recognized for their straightforward and honest discussions, cutting through complex jargon.

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Talking Points

Recent interactions between the hosts and their guests.

OCIO: Aradhana Kejriwal on Markets
Q: What are the main things that you think about in terms of your advantage as an OCIO? What's your special sauce?
The customization offered to clients is the biggest differentiator, delivering tailored solutions without sacrificing the boutique feel of advisory firms.
OCIO: Aradhana Kejriwal on Markets
Q: Can you help our listeners understand this term OCIO, Outsourced Chief Investment Officer?
An OCIO acts as a dedicated investment department tailored to advisory firms, providing due diligence, market analysis, and support while allowing advisors to focus on client relationships.
Rethinking Retirement: The Closed-End Fund Strategy
Q: How do you define quality in your world?
In my world, quality means companies that are profitable and pay dividends consistently, signaling financial health.
Rethinking Retirement: The Closed-End Fund Strategy
Q: How would you compare closed-end funds to REITs?
Closed-end funds can use leverage, up to 50%, which affects their yield after expenses, making them a different investment vehicle.
Rethinking Retirement: The Closed-End Fund Strategy
Q: What signals do you use to determine when to take a profit?
I set a target for everything I own, and I always set a 10% target for profit-taking.

Audience Metrics

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Frequently Asked Questions About SKEPTIC’S GUIDE TO INVESTING

What is SKEPTIC’S GUIDE TO INVESTING about and what kind of topics does it cover?

Focused on enhancing investing intelligence, this series brings experienced hosts who share insights on finance, markets, and investment strategies in a concise 15-30 minute format. With an emphasis on clarity and honesty, the episodes aim to demystify complex financial concepts while engaging listeners with a straightforward approach. The discussions often cover critical aspects such as retirement strategies, women's financial empowerment, market predictions, and the implications of current economic trends, all infused with a touch of humor. Unique in its ability to balance informative content with a personable tone, it seeks to empower listeners in their financial journeys without the allure of quick-fix solutions.

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Which podcasts are similar to SKEPTIC’S GUIDE TO INVESTING?

These podcasts share a similar audience with SKEPTIC’S GUIDE TO INVESTING:

1. Many Happy Returns
2. The Rational Reminder Podcast
3. The Memo by Howard Marks
4. The Morgan Housel Podcast
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of SKEPTIC’S GUIDE TO INVESTING are there?

SKEPTIC’S GUIDE TO INVESTING launched 2 years ago and published 108 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on SKEPTIC’S GUIDE TO INVESTING?

Recent guests on SKEPTIC’S GUIDE TO INVESTING include:

1. Aradhana Kejriwal
2. Steve Selengut
3. Megan Smith
4. Gene Natali
5. Joe Sroka
6. Mimi Locke
7. Joe Ryu
8. Adam Parker

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