Doxa Takes

In this episode, Chase & Brian banter is back to check in on the economy since they last chatted in December. They discuss recent updates and the evolving outlook on inflation and where interest rates are headed (11:30). Then they lightly touch on bank earnings (28:30) and end with some takes on tech, Google and the ChatGPT hype (35:33).

*Please note it's only our third episode - and while our editing skills are getting much better, we're still working through different mic setups to get the sound right (i.e. Brian needs a new one). All of your feedback has been great and thank you for bearing with us! 

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 & Brian 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

A new logo, new music, and a new guest! (Only ep.2 and we're already improving!) In this episode, we hopped on a call with Doxa Capital's David Mucciaro. Chase & David started Doxa Capital together back in 2015 and he has been the leading man on financial planning ever since. We talk about the importance of planning, how Doxa's philosophy is unique, and hit some frequently asked planning questions. For more information about David or Doxa's process, go to their website www.doxacap.com. Enjoy!

*Note: David's connection was a little shaky for the first few minutes, but then clears up. We apologize!

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 & Brian 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

Welcome to our first episode of Doxa Takes! Here we talk about the investing landscape for 2023, the outlook for inflation, and how we are thinking about portfolio management. Enjoy!

See: Doxa's 2023 Outlook Here

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 & Brian 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/