Oct 13, 202636 minS4
In episode 33 of Doxa Takes, Conor Sen returns for his annual check-in — and what a difference a year makes. Last fall the question was whether the economy was on the verge of weakening with rate cuts ahead; now...
business
Doxa Takes
Hosted by Chase Lee, CFA · business · EN
About this Podcast:
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 indicative of future results. Investing involves risks.
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
80/100
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What is Doxa Takes about?
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.
Who hosts Doxa Takes?
Doxa Takes is hosted by Chase Lee, CFA. The show has published 33 episodes to date.
What has Doxa Takes covered recently?
Recent episodes include "You Can't Kill Housing Twice w/ Conor Sen (Ep.33)" (13 October 2026, 36 minutes), "History of Doxa (Ep.32)" (10 September 2026, 29 minutes), and "Too Much Cake (Ep.31)" (5 August 2026, 32 minutes).
How often does Doxa Takes publish?
Doxa Takes publishes roughly every few months, with episodes averaging 35 minutes across 33 episodes.
How hard is it to get booked on Doxa Takes?
Booking probability for Doxa Takes is 31%, and the host is rated Selective on guests. Doxa Takes requires a Pod Score of 80 or higher. Doxa Takes's contact route on record: verified email.
Who should pitch Doxa Takes?
The strongest fits for Doxa Takes are Investment Banking & Trading. Doxa Takes has a business audience.
About the host
Chase Lee, CFA hosts Doxa Takes, a business podcast with 33 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #5
History of Doxa (Ep.32)
Sep 10, 202629 minS4Doxa Capital is named after a 2,400-year-old argument between Plato and Aristotle. And we finally looked up the details. After 31 episodes talking about markets and financial planning, it's time for a history lesson...
Episode #4
Too Much Cake (Ep.31)
Aug 5, 202632 minS4Q2 was all you can eat cake. Then the bill came in July. In episode 31, Chase & David dig into the theme they've talked about all year - cake & veggies: the AI build-out mania and the quality compounders that provide...
Episode #3
The 5-Layer Cake of AI (Ep.30)
May 19, 202641 minS4Chase & David are back for episode 30, diving into a market that keeps defying a normal playbook. Oil is up, rates are elevated, inflation is sticky — three headwinds that historically hurt equities — yet the market...
Episode #2
The Ides of March (Ep.29)
Mar 27, 202637 minS4Chase & David split episode 29 into two (unrelated) parts. First, they unpack the Iran conflict - how they're thinking through it, how it compares to the Russia/Ukraine war, and why the oil market disruption is *very...
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Episode #1
Hidden Gems in Software? (Ep.28)
Feb 10, 202635 minS4Chase & David start 2026 by unpacking the software selloff—and why the market's first-level thinking is missing a lot of nuance. With hyperscaler data center spending equaling the GDP of Sweden, the AI infrastructure...
Episode #7
2026 Outlook w/ Conor Sen (Ep.27)
Dec 4, 202535 minS3Chase welcomes back Bloomberg Opinion columnist Conor Sen for his third appearance on Doxa Takes to tackle the 2026 outlook—and why getting there requires making sense of 2025's messy economic puzzle. This past year...
Episode #6
The AI Spending Boom (Ep.26)
Sep 12, 202545 minS3Chase & David break down the AI spending boom into three parts for episode 26: 1) Is AI infrastructure spending big enough to mask underlying economic weakness. When tech companies are dropping hundreds of billions on...
Episode #5
An Economic Situationship? (Ep.25)
Jul 29, 202537 minS3Chase & David dive into the economy's "situationship"— you know, that awkward phase where nothing's dramatically changing, but there are definitely some moves happening that could matter depending on your specific...
Episode #4
The Doxa Axioms (Ep.24)
May 29, 202530 minS3In this episode, it's just us—no guests, no agenda, just a lighthearted dive into the "Doxa Sayings" that guide everything we do at Doxa Capital. Think of this as a philosophical tour inside Doxa, where we share the...
- Apr 22, 202539 minS3
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...
- Mar 6, 202533 minS3
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...
- Feb 4, 202541 minS3
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...
Episode #8
2025 Outlook (Ep.20)
Dec 9, 202442 minS2Chase 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...
- Oct 28, 202424 minS2
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...
- Sep 17, 202428 minS2
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...
Episode #5
Regime Change (Ep.17)
Aug 6, 202431 minS2Over 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...
Episode #4
Two (-ish) minute sprints (Ep.16)
Jun 6, 202434 minS2On 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...
- Apr 8, 202444 minS2
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...
- Feb 29, 202430 minS2
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...
Recent guests
Recent guests on Doxa Takes. Study who booked and why before you pitch.
C
Conor Sen
Opinion columnist, Peachtree Creek Investments
C
Callie Cox
chief market strategist at Ritholtz Wealth Management, Ritholtz Wealth Management
H
Houston Vann
Junxion Capital
D
David Mucciaro
Doxa Capital
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