Hosted by Chase Lee, CFA · 🇺🇸 US · EN · 30 episodes
Established thought leaders with verified media credentials.
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.
Chase Lee, CFA hosts Doxa Takes, a business show with 30 episodes published.
Chase & 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 keep
Chase & 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 lar
Chase & 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 boo
Chase 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 gave
Chase & 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 da
Chase & 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 situat
In 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 time
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
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
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
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 mar
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
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 piv
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 sc
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? /
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 compl
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
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 q
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
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 construct
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Doxa Takes is hosted by Chase Lee, CFA. The show is categorised under business (investing) and has published 30 episodes.
Doxa Takes has published 30 episodes.
Doxa Takes regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Doxa Takes average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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