Over the past month, market dynamics have shifted from inflation concerns to questions of economic growth, otherwise known as a classic 'Growth Scare'. In this episode, Chase and David have a chat about how the growth scare developed, what to watch for going forward, and how a multi-year carry trade involving Japan contributed to the big market sell-off over the past few days. Enjoy!

(2:30) The Fabled Yen Carry Trade

(6:40) Fast Markets

(8:15) Recent jobs data

(10:30) The new market debate

(14:05) Rate outlook

(19:30) The wisdom of markets

(25:40) Financial Planning mixed with volatility

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 and David and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠

Music by ⁠⁠⁠⁠Agent Method

On our first second take of the pod series, David and Chase set the timer at 2(-ish) minutes and go through 11 recent market headlines to share their thoughts. Enjoy!

Geopol tensions with China / Is there an AI bubble? / Who can make money on AI anyways? / Can the grid handle all the datacenters? / Is the M.E. conflict disrupting energy? / Crazy economic surveys / Rate cuts! / Could higher rates actually create higher inflation? / Do US deficits matter? / The US election / What's up with insurance?

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 and David and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠

Music by ⁠⁠⁠Agent Method

Our first repeat guest, Callie Cox, joins Chase and David to chat markets and the economy. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. She's one of the best at making complicated things simple - a talent we use in breaking down the three paths we see ahead. Callie made for one of our best episodes last year, and this one is no different! Enjoy!

(2:35) How we got here

(12:20) 1: "Things are too hot"

(16:25) Hot Take

(18:10) 2: "Let's thread the needle"

(23:00) 3: "It's colddddd"

(32:40) Are we talking about politics?

(35:57) Let a balanced portfolio work

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 Callie and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠https://doxacap.com/terms-conditions/⁠⁠

Music by ⁠⁠Agent Method

For episode 14, David takes the helm to tackle common tax strategies and how they can optimize your financial plan. His key point is to utilize all the company benefits available to you for maximum tax advantages. Lastly, Chase shares his philosophy on balancing tax efficiency with smart portfolio management. Enjoy!

(3:50) Salary deductions - HSA + 401k

(6:50) Salary deductions - FSA + extra benefits

(12:00) Roth IRA's + 529's

(17:20) Tax harvesting

(22:45) Doxa's philosophy

**This episode should be used solely for informational purposes and should not be used as tax advice. Please consult a tax advisor/accountant/financial planner for advice relevant to your own situation**

All feedback is good feedback and don't forget to subscribe! 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 and David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠⁠⁠

Music by ⁠⁠⁠⁠⁠⁠Agent Method

Just a simple Chase & David chat for our first episode of 2024. We recorded this one "AMA style" with no prep or outline - just David asking some questions from clients and prospects of Doxa Capital. *And if you have a question for either of us, email it over and we'll use it on the next one! Enjoy!

All feedback is good feedback and don't forget to subscribe! 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 and David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠⁠

Music by ⁠⁠⁠⁠⁠Agent Method

In the last episode of 2023, Chase and David look back on the year and provide their outlook going forward. Rates, inflation, and growth are still the prime factors driving the bus, but the importance of each seems to be shifting.

Really, this episode is just the podcast version of Doxa's "end of year note", but with an added section on financial planning focus points for 2024! Enjoy!

(3:50) What we got right & wrong in 2023.

(12:42) Financial planning into the new year.

(23:55) 2024 Market Outlook

All feedback is good feedback and don't forget to subscribe! 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 and David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠

Music by ⁠⁠⁠⁠Agent Method

Not always do good operators make good investors, but on this episode Chase and David talk with Houston Vann of Junxion Capital, a real estate firm that excels at both. They combine "on the ground" expertise in construction and labor with deep involvement in community planning that creates a unique moat for their Jacksonville, FL business. Our immediate takeaway was how many different advantages or "edges" they've built along the way - a lesson all investors can build upon. Enjoy!

(6:40) Have high rates changed the environment?

(10:50) Long-term rentals vs. flips

(14:40) Having an edge

(16:30) How to manage rent prices?

(21:20) R.E. Outlook

(24:50) Airbnb / Short-term rentals

*You can reach out to Houston & Romy here.

All feedback is good feedback and don't forget to subscribe - enjoy! 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 Houston and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠

Music by ⁠⁠⁠Agent Method

Chase and David get together to chat about the recent move in interest rates and the effect that it may have on the economy. It's not the sexiest topic in finance, but one that has been in the driver's seat for the last few months. They discuss how rates are reflexive, how bond mutual funds work, and the strategies that Doxa uses in bond portfolios. Enjoy!

(7:54) Reflexivity.

(12:55) What's the effect on jobs and inflation?

(19:00) Doxa's strategy vs. bond mutual funds.

(28:50) What is a curve inversion?

Music by ⁠⁠⁠⁠⁠Agent Method

Chase is joined by two awesome guests in George Pearkes and Conor Sen to chat about what's happening in the economy and some likely scenarios going forward. George is the Global Macro Strategist for Bespoke Investment Group and Conor is the founder of Peachtree Creek Investments and is a Bloomberg Opinion columnist. These guys are masters at articulating economic themes so we took advantage of having them both in one place and packed a ton of info into 35 minutes! Enjoy!

(2:20) Today's inflation & growth dynamic.

(6:55) Risks on the horizon?

(14:05) Jobs & the labor market.

(20:10) Big picture econ - is this decade looking different than the past?

(27:02) A *big* generational wealth transfer is coming.

All feedback is good feedback and don't forget to subscribe - enjoy! 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, George, and Conor and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠

Music by ⁠⁠⁠⁠Agent Method