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Doxa Takes
Chase Lee, CFA
26 episodes
3 days ago
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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Investing
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All content for Doxa Takes is the property of Chase Lee, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Community banking and the SVB fallout w/ Paul Reilly (Ep.9)
Doxa Takes
35 minutes 36 seconds
2 years ago
Community banking and the SVB fallout w/ Paul Reilly (Ep.9)
Chase and David are back to have a chat with Paul Reilly, the VP of business banking at a community bank in Northern Virginia. Paul has been recognized as one of the top bankers in the company and is involved in various organizations throughout NoVa - giving him a unique perspective on the small business community. He shares his thoughts on the commercial real estate market and the effect of higher rates across small business P&L's. Enjoy! (1:59) Silicon Valley Bank thoughts. (8:40) Credit Tightening? (13:52) Effects of rising rates. (19:40) What's happening in CRE? (31:40) SMB outlook and risks. 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 Paul 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
Doxa Takes
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.