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SKEPTIC’S GUIDE TO INVESTING

Steve Davenport, Clement Miller
Tariffs
Inflation
China
Federal Reserve
Investing
Donald Trump
Financial Literacy
NVIDIA
Ukraine
Trump
Gold
Investment Strategies
Kamala Harris
United States
Interest Rates
Russia
Market Volatility
Women In Finance
Japan
Trump Administration

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

PublishesWeeklyEpisodes157Founded3 years ago
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Self-ImprovementEducationBusinessInvesting

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Artwork for SKEPTIC’S GUIDE TO INVESTING

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Tariffs are back again, and the part that should grab your attention is not the headline rate. It’s the way the justification keeps changing. We walk through how the administration appears determined to land on ... more

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Oil markets do not just run on supply and demand, they run on geography. When a single chokepoint turns into a pressure valve, investors feel it fast through crude prices, inflation prints, and sudden risk-off m... more

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Micron has become the default “AI memory” ticker for many US investors, but we’ve been asking a different question: what happens when a Korean heavyweight like SK Hynix becomes easier to buy through a US-traded ... more

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The S&P 500 is supposed to be “the market,” but what if its biggest blind spot is the people actually running the companies? We bring on Haran Bakta, CFA, foun... more

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Recent Guests

Stephanie Lang
CFA, Armor Point Advisors founder
Armor Point Advisors
Episode: The OCIO Mindset: Stephanie Lang, CFA
John Riley
Author of The Last Amateur, biographer of Jay Sigel
Self-published/Author
Episode: The Last Amateur And The Investing Lessons In Golf
Don Jay Rice
Founder of Drum Beat of Wealth, focuses on individuals' relationships with money and behavioral finance
Drum Beat of Wealth
Episode: Money Stories And Solutions: Don Jay Rice
Mike Mushanish
Owner of Detroit Axel, an auto parts remanufacturer
Detroit Axel
Episode: Tariffs Vs. Small Business: Mike Musheinish
Katherine Karlic
Former associate discussed on the platform Suddenly You
Suddenly You
Episode: Suddenly You: Women Owning Money Moments
Lance Sibick
Coach, speaker, and author of Adversity Fuels Purpose
Episode: Fuel Your Purpose With Adversity
Robert Powell
A successful journalist and retirement planning expert
Retirement Weekly and Retirement Daily
Episode: Rethinking Retirement Readiness with Robert Powell
Juliana Krummel
Guest from Merit Financial, focusing on mergers and helping financial advisors grow their businesses.
Merit Financial
Episode: How A First-Gen Story Shapes Modern Wealth Advice
Frazer Rice
Wealth management expert and returning guest
Wealth Actually
Episode: New York’s Left Turn And The Future Of Markets with Frazer Rice

Hosts

Steve Davenport
Host with CFA background; domestic stock and quantitative emphasis.
Clem Miller
Co-host discussing market topics; fundamental and international perspective; CFA credential.

Reviews

5.0 out of 5 stars from 786 ratings
  • Great energy

    They seem to be having fun

    Apple Podcasts
    5
    xcyvtubhinjompk
    United States3 years ago

Listeners Say

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

The show maintains a skeptical lens on headlines and policy, which helps listeners cut through noise.
Great energy and clear spark between hosts; they challenge ideas without taking themselves too seriously.
Tactically useful investing takeaways that feel actionable, not hype-driven.

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Talking Points

Recent interactions between the hosts and their guests.

The OCIO Mindset: Stephanie Lang, CFA
Q: What insights can you share about the OCIO space and empowering nonprofits or family offices to institutionalize investments?
Offer an unbiased, fiduciary-minded perspective to help clients decide whether to set up a family office or hire an OCIO, and ensure investments align with the organization's mission, governance, and long-term fiduciary responsibilities.
The OCIO Mindset: Stephanie Lang, CFA
Q: What is your stance on crypto and cryptocurrencies within a portfolio?
Crypto should be a small, chosen component with clear fundamentals and governance; avoid relying on speculative value and be prepared for government policy to shape outcomes, while maintaining focus on assets with measurable cash flows and intrinsic value.
The OCIO Mindset: Stephanie Lang, CFA
Q: How do you view the current market environment and the role of diversification in portfolios today?
Even in frothy markets, diversification remains crucial; while there can be parabolic moves in specific names, a well-diversified approach that includes growth and value, along with liquidity buckets, helps manage risk and ride longer-term compounding.
The OCIO Mindset: Stephanie Lang, CFA
Q: What would you tell a younger Stephanie Lang who is just graduating and planning a career in finance?
Don't let money completely drive your decisions; seek roles with strong growth trajectories and be willing to push yourself into uncomfortable but growth-oriented opportunities, like taking on challenging responsibilities and even stepping into national media if it advances your career and the firm.
Money Stories And Solutions: Don Jay Rice
Q: Do you think financial literacy is more important now than 25 years ago, and how do generations differ in money attitudes?
Financial literacy remains important, but access to information has improved; the focus has shifted to behavior rather than strict rules. Generational shifts show older cohorts with scarcity mindsets from the Great Depression, while younger people often rely on digital tools and may exhibit different risk perceptions and trust in banks or markets.

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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?

Two hosts with decades of investing experience discuss markets, investing ideas, and the broader macro landscape in short, pragmatic episodes. They blend fundamental analysis with real-world anecdotes, often weighing geopolitical risk, policy shifts, and technology trends against classic investing principles. A recurring strength is clear, practical takeaways for individual investors and the occasional skeptical lens on hype or noise in financial media. Noteworthy traits include a focus on risk management, a preference for grounded decision-making, and a willingness to challenge conventional wisdom with data and discipline.

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SKEPTIC’S GUIDE TO INVESTING launched 3 years ago and published 157 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. Stephanie Lang
2. John Riley
3. Don Jay Rice
4. Mike Mushanish
5. Katherine Karlic
6. Lance Sibick
7. Robert Powell
8. Juliana Krummel

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