Doxa Takes

Por: Chase Lee, CFA
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.
27 episodios disponibles

Latest episodes of the podcast Doxa Takes

2026 Outlook w/ Conor Sen (Ep.27) 04/12/2025
The AI Spending Boom (Ep.26) 12/09/2025
An Economic Situationship? (Ep.25) 29/07/2025
The Doxa Axioms (Ep.24) 29/05/2025
3rd Annual Spring Update w/ Callie Cox (Ep.23) 22/04/2025
Lending amid Uncertainty w/ Paul Reilly (Ep.22) 06/03/2025
Insurance Deep Dive w/ Tony Iannarelli (Ep.21) 04/02/2025
2025 Outlook (Ep.20) 09/12/2024
*Not* an Election Episode (mostly) (Ep.19) 28/10/2024
2 Firetrucks are better than 1 w/ Conor Sen (Ep.18) 17/09/2024
Regime Change (Ep.17) 06/08/2024
Two (-ish) minute sprints (Ep.16) 06/06/2024
Our (now) annual spring update w/ Callie Cox (Ep.15) 08/04/2024
Tax Strategies and Financial Planning (Ep.14) 29/02/2024
"Ask me Anything" w/ Chase Lee, CFA (Ep.13) 18/01/2024
2024 Outlook (Ep.12) 13/12/2023
Having an Edge in Real Estate w/ Houston Vann (Ep.11) 14/11/2023
It's all about Rates (Ep.10) 06/10/2023
Community banking and the SVB fallout w/ Paul Reilly (Ep.9) 12/09/2023
Mid-year "State of the Economy" w/ George Pearkes & Conor Sen (Ep.8) 02/08/2023
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