
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? / Who can make money on AI anyways? / Can the grid handle all the datacenters? / Is the M.E. conflict disrupting energy? / Crazy economic surveys / Rate cuts! / Could higher rates actually create higher inflation? / Do US deficits matter? / The US election / What's up with insurance?
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 and David and should not be held as representations of their respective firms.
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Music by Agent Method