Doxa Takes

We're delighted to continue our annual tradition with Callie Cox, marking our third conversation with the Chief Market Strategist at Ritholtz Wealth Management and author of the OptimistiCallie newsletter. Callie brings her experience from roles at eToro, Ally Invest, LPL Financial, and TABB Group to talk about the volatile landscape. We break down the essentials of risk management, look at the "all-weather" portfolio concept, and Callie shares her take on maintaining a long-term focus in today's short-term world. As a trusted voice in financial media with contributions to Business Insider, CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's, Callie delivers the practical wisdom investors need in today's complex landscape. Enjoy!

(3:15) Market Correlations

(11:55) Economic Outlook

(18:05) Long-term thinking in a short-term environment

(25:00) Risk management into a slowdown

(32:00) David & Chase close with some Doxa Takes

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/⁠

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We're honored to welcome back Paul Reilly, VP of Business Banking at a Northern Virginia community bank. He shares insights on today's lending landscape, the state of commercial real estate, and how policy uncertainty is shaping small business investment decisions. Just as in episode 9, Paul offers a valuable perspective on how his clients are navigating this up and down environment. Enjoy!

(3:11) Quick Market Update

(6:00) Lending Environment

(10:00) Gov't Multipliers

(15:40) NoVa Data Centers

(17:35) CRE

(25:45) Value of Relationships

(29:01) Rates & Credit

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 Paul 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/

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Chase and David welcome insurance expert Tony Iannarelli, the founder of TIG Financial, a full-service insurance agency known for its innovative approach to client protection. Tony breaks down the essentials of liability coverage, home policies, and the critical decision-making process behind claims. From natural disaster cat claims to everyday protection strategies, he demystifies the complex world of insurance through real-world examples and practical insights. Enjoy!

(4:30) Quick Market Update

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 Tony 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/⁠⁠⁠⁠⁠⁠⁠

Chase and David unpack their 2025 forecast, digging into why today's economic resilience might face fresh challenges in the year ahead. Building on consumer momentum and moderating inflation, they explore why housing markets and policy shifts could reshape the narrative. The duo breaks down their playbook for navigating a year where downside risks deserve extra attention, sharing tactical allocation moves to help weather potential turbulence. Enjoy!

(5:00) Don't always extrapolate the past

(8:42) Base case outlook

(11:35) Housing's in the driver's seat

(20:03) Policy Implications: different starting point + different priorities = different outcome?

(36:10) Underappreciated Risk

(40:03) Allocation changes

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/⁠⁠⁠⁠⁠⁠

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Chase and David dive into the trifecta of year-end uncertainties - from election jitters to interest rate speculation. They break down smart planning strategies to help you navigate these choppy waters as 2024 draws to a close. In this timely discussion, they explore how these interconnected forces could reshape both markets and investment approaches heading into 2025. Enjoy!

(2:10) Uncertainty affecting Data?

(6:30) Fed and Inflation Forecast

(11:00) Mortgage Rates

(15:00) Year-end Planning

(21:40) 2025 Market Preview

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/⁠⁠⁠⁠⁠⁠

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Chase teams up with Bloomberg Opinion columnist Conor Sen to chat about why the Fed is poised to cut rates now, how fast they might go, and why bringing 2 firetrucks to a fire is always better than 1. On the eve of a pivotal Fed meeting, Conor brings his expertise to this timely discussion - exploring the ripple effects that will run through our economy in 2025. Enjoy!

(1:05) Fire in the kitchen

(6:30) Rate knock-on effects?

(11:10) The economy's left tail

(15:05) Housing & HELOCs

(20:10) Rate Cuts

(25:55) Defensive market leaders

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 Conor 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/⁠⁠⁠⁠⁠

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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/⁠⁠⁠⁠

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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/⁠⁠⁠

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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/⁠⁠

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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/⁠⁠⁠⁠⁠⁠

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