Best Steve Davenport Clement Miller Podcasts (2025)

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New York’s Left Turn And The Future Of Markets with Frazer Rice 47:25

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5d ago47:25

47:25

Please text and tell us what you like We unpack what Mamdani's win signals for New York’s markets and whether capitalism is shifting toward protectionism and cronyism rather than socialism. We weigh crime, taxes, housing, and transit funding against ratings risk, capital mobility, and the city’s tech-and-finance future. • election results as the co…

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Tariffs On Trial 25:03

5d ago25:03

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Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first …

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Hitting Five Trillion Is Hard; Staying There Is Harder 23:13

11d ago23:13

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Please text and tell us what you like Five trillion is a headline; the harder story is what comes next. We dig into NVIDIA’s historic market cap, the AI hardware and software flywheel behind it, and the reality that scale turns leaders into targets. From Blackwell-class GPUs to ecosystem partnerships like Palantir, we map how compute, tooling, and …

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Fed Cuts, Markets React, Doubts Rise 28:29

11d ago28:29

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Please text and tell us what you like A surprise rate cut without fresh data sounds bold on the surface, but the real story lives in the yield curve the Fed doesn’t control. We unpack why trimming the short end won’t guarantee cheaper mortgages or easier financing, how long-term yields respond to inflation expectations and Treasury supply, and wher…

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China Has Magnets, Your Portfolio Has Anxiety 31:17

14d ago31:17

31:17

Please text and tell us what you like If the world’s most powerful magnets can move turbines and EVs, what might happen when their supply chain starts to seize up? We take you inside the rare earths story—why these elements are abundant in the ground yet scarce in your portfolio—and connect the dots to AI infrastructure, defense systems, and the gl…

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Gold’s Surge, Fear, And Strategy 23:24

19d ago23:24

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Please text and tell us what you like 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 in the trade. • Central bank demand as a structural tailwind • China’s reserve ambitions and gold acc…

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Government Equity Stakes: Crossing a Line? 40:16

1M ago40:16

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Please text and tell us what you like 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. • Government equity ownership in Intel marks a significant shift in U.S. industrial policy • Argument for eq…

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OCIO: Aradhana Kejriwal on Markets 41:38

1M ago41:38

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Please text and tell us what you like 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 perspectives on risk. • OCIOs function as dedicated investment departments for advisory firms, providing s…

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Private Markets in Retirement Accounts: A Skeptical Analysis 14:42

2M ago14:42

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Please text and tell us what you like 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 planning. • Government is willing to allow private markets and crypto in 401ks, though these options are…

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Rethinking Retirement: The Closed-End Fund Strategy 58:32

2M ago58:32

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Please text and tell us what you like Retirement investing has lost its way. While Wall Street fixates on asset growth and total return, millions of retirees struggle with a fundamental question: how do I generate reliable income without depleting my savings? Steve Selengut, veteran investor and former RIA owner who managed $100 million in assets, …

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The Frothy Fourth: What's Ahead for Markets 37:59

2M ago37:59

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Please text and tell us what you like The financial markets are running hot as we head into Q4 2025, but are we witnessing sustainable growth or dangerous froth? In this thought-provoking episode, Clem Miller and Steve Davenport tackle the pressing question on many investors' minds: what's ahead for the markets? Steve kicks things off with a bold p…

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Alternatives, Women, and Wealth: Megan Smith 42:28

3M ago42:28

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Please text and tell us what you like Women are consistently outperforming men in investment returns—by about four basis points—yet they're starting later and investing less. This fascinating paradox lies at the heart of our conversation with financial services veteran Megan Smith, who brings decades of experience in alternative investments and cli…

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Building Financial Futures with Gene Natali, CFA 32:19

3M ago32:19

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Please text and tell us what you like Gene Natali, CFA, joins us to discuss his mission to solve America's financial literacy crisis through his innovative platform Troutwood and his bestselling book "The Missing Semester." We explore how technology can scale financial education and planning to reach millions of Americans who lack basic financial k…

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Money Masters: Integrity in Wealth Management 41:10

3M ago41:10

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Please text and tell us what you like Joe Sroka of NovaPoint Capital shares his journey from West Point graduate and military officer to financial advisor, explaining how military discipline informs his investment approach for clients. • From buying savings bonds during military service to becoming a financial advisor at Merrill Lynch • West Point …

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Money Talks: Women and Wealth 43:05

3M ago43:05

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Please text and tell us what you like What if your investment dollars could create positive change while still generating competitive returns? In this eye-opening conversation, financial expert Mimi Locke joins hosts Steve Davenport and Glenn Miller to explore the world of values-aligned investing and women's financial empowerment. Mimi shares her …

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Unveiling Private Real Estate Credit, with guest Joe Ryu from Prospect Capital 1:06:05

3M ago1:06:05

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Please text and tell us what you like Joe Ryu, manager of Prospect Capital's private real estate credit fund, shares his journey from investment banking through the Great Financial Crisis to his current role in real estate credit investing. He explains how private credit offers attractive risk-adjusted returns through specialized financing structur…

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Labor Statistics in Political Crosshairs 23:29

3M ago23:29

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Please text and tell us what you like When politics collides with economic data, investors face a troubling dilemma: can we trust the numbers that drive markets? The unprecedented firing of the Bureau of Labor Statistics head by President Trump signals a concerning shift in how government economic data might be manipulated for political gain. The B…

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Stable Coin GENIUS Act: Greater Crypto Investibility? 26:12

4M ago26:12

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Please text and tell us what you like Stablecoins represent a fascinating middle ground in the crypto universe - digital tokens backed by real dollars, designed to provide stability in the notoriously volatile cryptocurrency landscape. Steve Davenport and Clem Miller take you on a deep dive into this evolving ecosystem, examining the regulatory fra…

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The Institutional Perspective: Adam Parker on AI, Equity Investments, and Market Trends 50:05

4M ago50:05

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Please text and tell us what you like What does the market look like through the eyes of a seasoned Wall Street veteran? Adam Parker, founder of Trivariate Research and CNBC contributor, joins us to share his institutional perspective on today's investment landscape. The conversation begins with Adam's surprising take on political developments – wh…

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Politics Over Prudence: Understanding the True Cost of the BBB 32:42

4M ago32:42

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Please text and tell us what you like The political theatrics behind Trump's "Big Beautiful Bill" mask a troubling economic reality that could reshape America's fiscal landscape for years to come. This massive 900-page legislation, passed by the narrowest of margins, reveals how calculated political maneuvering drives fiscal policy more than sound …

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Tariffs Decoded: From Economic Theory to Today's Reality 35:52

4M ago35:52

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Please text and tell us what you like Tariffs have moved from economic policy to political weapons, and smart investors need to understand the real impacts on markets and portfolios. In this eye-opening exploration of the tariff landscape, we break down the fundamentals of international trade policy and how it affects your investments. From the rec…

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Markets, Politics, and Debt: Insights with Rich Weiss 52:18

5M ago52:18

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Please text and tell us what you like Rich Weiss, CIO of Multi-Asset Strategies at American Century, brings 40 years of investment experience to discuss market reactions to global turmoil and why the VIX index remains surprisingly calm despite international tensions. • Markets appear to be undervaluing risk despite geopolitical conflicts and econom…

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Local Meets Global: Wisdom from Marcus Sturdivant 47:22

5M ago47:22

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Please text and tell us what you like Financial literacy isn't just about knowing investment terms—it's about transforming your relationship with money. Marcus Sturdivant, founder of ABC Squared in Charlotte, shares his journey from a loving household where money wasn't discussed to becoming a financial advisor passionate about educating others. "W…

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Breaking News: Media is Broken 23:46

5M ago23:46

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Please text and tell us what you like We explore how news media affects investment decision making and identify reliable sources of financial information in today's fragmented media landscape. • Traditional media networks (ABC, NBC, CBS, CNN, FOX) prioritize sensationalism and local stories over global context • Bloomberg and Reuters provide better…

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Icebergs, Puffins, and Investment Wisdom 31:17

5M ago31:17

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Please text and tell us what you like Clem Miller recounts his month-long journey through Eastern Canada, sharing observations about icebergs, puffins, and whales along with insights into Canadian economics and culture with relevance for investors. His adventures to Newfoundland and Labrador reveal how travel experiences can broaden investment pers…

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Israel-Iran Standoff: What Investors Need to Know 25:33

5M ago25:33

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Please text and tell us what you like The complex dynamics of the Israel-Iran conflict have broad implications for global stability and investment strategies as Israel conducts preemptive strikes against Iran's alleged nuclear weapons program. • Israel claims Iran is developing nuclear weapons despite Iran's insistence that its nuclear program is f…

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Weapons, Wheat, and Rare Earths: The Real Stakes in Ukraine 48:27

6M ago48:27

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Please text and tell us what you like The Ukraine conflict shows no signs of resolution despite early predictions, with Russia taking a long-term strategic approach that suggests we may be only halfway through what could become a six-year confrontation. • Russia's aggression extends beyond Ukraine with increased military presence near Finland, tele…

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Introduction 3:06

6M ago3:06

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Please text and tell us what you like Skeptic's Guide to Investing introduces the co-hosts, Steve Davenport and Clem Miller. This episode also goes into the hosts experiences and the mission for the podcast. Straight Talk for All Nonsense for None We want to give people an interpretation of what the mainstream media passes off as information althou…

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Analog is the New Digital: Chris Guarino's Surprising Take on Finance 42:31

6M ago42:31

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Please text and tell us what you like The wealth management industry is transforming through fragment consolidation, increased democratization of investment opportunities, and technology-enabled customization of client services. Today's episode of Skeptics Guide discusses wealth management with Chris Guarino of Alpine Strategic Partners. • Private …

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US & Canada : Partners in Prosperity 1:17:36

6M ago1:17:36

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Please text and tell us what you like We explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration. • Moving back to centrist economic policies in both the US and Canada • Canada's competitive advantage in natural resources was…

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The Debt Crisis Time Bomb 1:02:39

7M ago1:02:39

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Please text and tell us what you like America stands at a fiscal precipice, with national debt approaching 100% of GDP and projected to reach 130% by 2035 if current policies continue. This podcast features an illuminating conversation with fixed income expert Steve Gattuso, who brings his professional perspective as a portfolio manager at a $6 bil…

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Beyond the Vault: Why Gold Matters When Markets Falter 27:01

7M ago27:01

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Please text and tell us what you like Gold serves as a portfolio stabilizer during volatile markets while offering upside potential when traditional assets falter. We explore how this precious metal fits into a diversified investment strategy during uncertain times. • Gold ETFs provide liquid exposure without needing physical storage • Target alloc…

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Bonds in Turmoil 21:57

7M ago21:57

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Please text and tell us what you like Steve and Clem examine how bonds have shifted from reliable safe havens to potentially risky investments in today's economic landscape, challenging conventional wisdom about treasuries as risk-free assets. • Bonds traditionally provided safety and income, but inflation and economic uncertainty have changed this…

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The Messy Middle: Navigating Alternative Investments 22:45

7M ago22:45

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Please text and tell us what you like Alternative investments offer potential diversification but come with significant trade-offs in liquidity, transparency, and fees that many investors overlook. We explore why the famous "Yale approach" to investing that worked brilliantly in the 1980s and 1990s may not be appropriate for most investors today. •…

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Trump Unleashes Tariff Chaos: Portfolio Protection, Powell, and Penguins, too! 45:10

8M ago45:10

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Please text and tell us what you like When markets plummet in response to unexpected policy shifts like Trump's tariff announcements, distinguishing between panic reactions and thoughtful investment strategy becomes crucial. Steve Davenport and Clem Miller cut through the market noise to deliver a practical framework for navigating financial turbul…

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America in Chaos: Tariffs and Taxes 1:03:50

8M ago1:03:50

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Please text and tell us what you like The extension of Trump-era tax cuts presents critical planning decisions as exemption amounts could drop from $14 million to $7 million per person without congressional action. • Estate tax exemption likely to receive a four-year extension rather than permanent status • Trump administration characterized by cha…

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Steel, Aluminum, Wine and Trade Wars: Oh My! 36:55

8M ago36:55

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Please text and tell us what you like By repeatedly threatening, imposing, and withdrawing tariffs, the Trump Administration is creating uncertainty for businesses who depend on international trade. The result is a sharp drop in the stock market, with additional declines likely. In this episode, Steve and Clem explore how Trump’s trade policies are…

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Uncle Sam's Maxed-Out Credit Card 30:48

8M ago30:48

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Please text and tell us what you like We examine the debt ceiling crisis and its implications for investors, revealing how this political standoff reflects deeper problems in America's fiscal health that could impact global financial markets and your portfolio. • Debt ceiling is a uniquely American concept (shared only with Denmark) limiting federa…

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Big Debate: Tech, Finance and Health Stocks to Own 54:43

9M ago54:43

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Please text and tell us what you like Join us as we navigate through the intricacies of stock investing as we approach 2025. This episode delves deep into the predictions of the stock market, highlighting significant players across technology, finance, and healthcare. - In-depth analysis of Microsoft’s valuation and growth potential - Exploration o…

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Are You Prepared for Market Volatility? 44:35

9M ago44:35

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Please text and tell us what you like We explore the critical theme of managing investment risk amid heightened uncertainty. This discussion revolves around proactive strategies to mitigate risk in a volatile market and achieve financial resilience. • Navigating the tumultuous landscape of investment risks • Adjusting portfolios from stocks to bond…

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Higher Inflation Numbers: Fed Policy Challenged 50:49

9M ago50:49

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Please text and tell us what you like Inflation expectations and their impacts on the economy take center stage in this episode, as we explore the challenges facing the Federal Reserve and the resulting market volatility. We discuss the interconnected roles of tariffs, immigration, and political influences on inflation, and offer strategies for inv…

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A U.S. Sovereign Wealth Fund: Is it Realistic? 37:43

9M ago37:43

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Please text and tell us what you like This episode tackles the contentious concept of a U.S. sovereign wealth fund, dissecting its potential feasibility, funding challenges, and political implications. With existing programs already serving similar purposes, the necessity of a new fund comes into question against the backdrop of America’s daunting …

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DeepSeek: China’s AI Disruptor (Part 1) 34:21

10M ago34:21

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Please text and tell us what you like Can a Chinese company with a modest $6 million investment truly disrupt the global AI landscape and challenge tech giants like Google and OpenAI? Join us as we explore the audacious rise of DeepSeek, founded by hedge fund manager Liang Wenfang, and its implications on international markets. We unravel the layer…

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DeepSeek: China’s AI Disruptor (Part 2) 48:54

10M ago48:54

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Please text and tell us what you like In the second part of our discussion of DeepSeek, we explore the potential investment implications of DeepSeek for U.S. technology companies and the the competitive landscape in AI. Is DeepSeek really “better” than the models used deployed by U.S. Big Tech? Or are there apples-oranges comparisons at play? Are D…

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Trump Puffery: International Affairs 27:21

10M ago27:21

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Please text and tell us what you like Navigating political puffery reveals the absurdity in exaggerated claims made by leaders, showcasing how distractions shape public discourse and investor perceptions. Understanding these dynamics helps listeners critically assess the implications of such statements on global relationships and policy. • Defining…

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Trump Puffery: Tariff Policy 24:18

10M ago24:18

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Please text and tell us what you like This episode explores the concept of tariff puffery, delving into the economic realities versus the exaggerations perpetuated by political figures regarding trade policies. Hosts Steve and Glenn discuss the implications of tariffs on consumers and businesses, offering a critical insight into their effectiveness…

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Trump Puffery: Immigration in 2025 27:18

10M ago27:18

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Please text and tell us what you like The episode examines the exaggerated claim by Trump regarding the deportation of 30 million undocumented immigrants, exploring the realities behind such a statement. The hosts discuss the implications of immigration rhetoric on various industries, the need for nuanced policy reform, and the positive contributio…

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Investing Beyond the Magnificent Seven 55:20

11M ago55:20

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Please text and tell us what you like What if the next big investment opportunity isn't where you'd expect it to be? Join us as we kick off our 2025 podcast series with Glenn, where we explore the world of 'spice' stocks—those hidden gems in burgeoning sectors like data centers, cloud services, renewable energy, and quantum computing. These mid-cap…

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Protecting Your Portfolio: Strategies for Economic Uncertainty 45:50

11M ago45:50

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Please text and tell us what you like Unlock the secrets to safeguarding your investments amidst uncertain economic times with our latest episode, featuring an engaging discussion with financial expert Steve Davenport. Together, we dive into effective strategies for protecting your portfolio from potential downturns, emphasizing the critical role o…

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Trump 2.0: What Should Investors Track? 1:03:13

11M ago1:03:13

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Please text and tell us what you like In this episode of Skeptic’s Guide to Investing, Steve Davenport and Clem Miller discuss what investors should be tracking as the Second Trump Administration gets underway. Will increased energy output be addressed on Day 1? Will these policies support not just increased oil drilling but also natural gas export…