Doxa Takes

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

In episode six of Doxa Takes, Chase takes the interviewer seat to ask David about some popular financial planning topics. As a reminder, David Mucciaro is the co-founder of Doxa Capital where he has guided clients through all of their ups and downs for nearly a decade. He's an expert in personal finance - helping families reach their goals while being smart and efficient in how it gets done.

(3:56) Chase gives a quick market update post-debt ceiling drama and outlines a big picture scenario for the rest of the year.

(9:41) Why is planning so important? What is the value of a financial plan?

(11:10) A plan's first step: an emergency fund. David talks about how much should be set aside and what to do with it.

(19:20) Do I have enough for a rental property? Is it easy to do? Do I have an advantage?

(24:27) Saving for kids - 529's, HSA's, and budgeting big purchases.

(32:45) The secret art of crafting a unique plan for every situation.

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 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

**Special Episode**

We want to try something new with QuickTakes - a short 15-min chat about how we are thinking through current events and the effects they may have on our investing style. Here, David and Chase discuss the debt ceiling showdown, interest rates, and the regional bank "crisis". Quicktakes is something we'll do from time to time, so please let us know if you're a fan. 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 and David and should not be held as representations of Doxa Capital. Past performance is not a guarantee of future results.

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

Music by ⁠⁠⁠Agent Method

David & Chase are joined by Ryan Nicholas, a real estate agent from a top Northern Virginian team at Coldwell Banker. He's been recognized as a NOVA 40 under 40 realtor and is one of the best to chat with about what he's seeing during the spring selling season. Housing is a big topic so we split our conversation into three parts (w/ timestamps):

(3:45) Chase recaps the national market and how it's evolved post-Covid.

(10:50) Ryan talks about what he is seeing on the ground with traffic, prices, inventory, and both buyers and sellers.

(28:05) David takes the financial planning approach and talks through some of the common real estate questions he hears the most from home buyers and investors alike.

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 Ryan 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

David & Chase are joined by Callie Cox from eToro US to chat about the economy and the outlook for the rest of the year. Callie has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. She is one of the best at making complicated things simple - a talent really needed as we break down inflation and the job market. And of course we also touch on the recent bank deposit crisis and how the economic outlook has been altered because of it. Combined with the best audio to date, episode 4 easily sits on top as our best podcast yet. 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 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