SKEPTIC’S GUIDE TO INVESTING

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We delve into the controversial topic of allowing private equity, real estate, debt, and even cryptocurrency into 401k retirement accounts, offering a skeptical analysis of this potential shift in retirement planning.

• Government is willing to allow private markets and crypto in 401ks, though these options aren't widely available yet
• Private markets involve less transparency...

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Retirement investing has lost its way. While Wall Street fixates on asset growth and total return, millions of retirees struggle with a fundamental question: how do I generate reliable income without depleting my savings?

Steve Selengut, veteran investor and former RIA owner who managed $100 million in assets, challenges the industry's growth-obsessed paradigm with a refreshingly o...

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The financial markets are running hot as we head into Q4 2025, but are we witnessing sustainable growth or dangerous froth? In this thought-provoking episode, Clem Miller and Steve Davenport tackle the pressing question on many investors' minds: what's ahead for the markets?

Steve kicks things off with a bold prediction - the market appears to be discounting an overly optimist...

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Women are consistently outperforming men in investment returns—by about four basis points—yet they're starting later and investing less. This fascinating paradox lies at the heart of our conversation with financial services veteran Megan Smith, who brings decades of experience in alternative investments and client advising to the table.

"Investing is more about patience and co...

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Gene Natali, CFA, joins us to discuss his mission to solve America's financial literacy crisis through his innovative platform Troutwood and his bestselling book "The Missing Semester." We explore how technology can scale financial education and planning to reach millions of Americans who lack basic financial knowledge despite good jobs and education.

• Gene's journe...

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Joe Sroka of NovaPoint Capital shares his journey from West Point graduate and military officer to financial advisor, explaining how military discipline informs his investment approach for clients.

• From buying savings bonds during military service to becoming a financial advisor at Merrill Lynch
• West Point education provided strong math and analytical skills that transferred wel...

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What if your investment dollars could create positive change while still generating competitive returns? In this eye-opening conversation, financial expert Mimi Locke joins hosts Steve Davenport and Glenn Miller to explore the world of values-aligned investing and women's financial empowerment.

Mimi shares her journey from being the lone woman in a room of 60 stockbrokers to co-lea...

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Joe Ryu, manager of Prospect Capital's private real estate credit fund, shares his journey from investment banking through the Great Financial Crisis to his current role in real estate credit investing. He explains how private credit offers attractive risk-adjusted returns through specialized financing structures that combine agency lending with subordinated positions.

• Real estat...

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When politics collides with economic data, investors face a troubling dilemma: can we trust the numbers that drive markets? The unprecedented firing of the Bureau of Labor Statistics head by President Trump signals a concerning shift in how government economic data might be manipulated for political gain.

The BLS produces critical labor and inflation statistics that power Federal Reserv...

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Stablecoins represent a fascinating middle ground in the crypto universe - digital tokens backed by real dollars, designed to provide stability in the notoriously volatile cryptocurrency landscape. Steve Davenport and Clem Miller take you on a deep dive into this evolving ecosystem, examining the regulatory framework established by the recently passed Genius Act and what it means for companies l...

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What does the market look like through the eyes of a seasoned Wall Street veteran? Adam Parker, founder of Trivariate Research and CNBC contributor, joins us to share his institutional perspective on today's investment landscape.

The conversation begins with Adam's surprising take on political developments – while headlines focus on tariffs and tax policy, institutional invest...

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The political theatrics behind Trump's "Big Beautiful Bill" mask a troubling economic reality that could reshape America's fiscal landscape for years to come. This massive 900-page legislation, passed by the narrowest of margins, reveals how calculated political maneuvering drives fiscal policy more than sound economic principles.

Diving deep into the mechanics of th...

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Tariffs have moved from economic policy to political weapons, and smart investors need to understand the real impacts on markets and portfolios.

In this eye-opening exploration of the tariff landscape, we break down the fundamentals of international trade policy and how it affects your investments. From the recent 50% tariff on Brazil (imposed for political reasons) to the unrealistic e...

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Rich Weiss, CIO of Multi-Asset Strategies at American Century, brings 40 years of investment experience to discuss market reactions to global turmoil and why the VIX index remains surprisingly calm despite international tensions.

• Markets appear to be undervaluing risk despite geopolitical conflicts and economic uncertainties
• Economic consensus forecasts predict 1.5% growth this ...

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Financial literacy isn't just about knowing investment terms—it's about transforming your relationship with money. Marcus Sturdivant, founder of ABC Squared in Charlotte, shares his journey from a loving household where money wasn't discussed to becoming a financial advisor passionate about educating others.

"We didn't grow up rich, but we didn't realize we...

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We explore how news media affects investment decision making and identify reliable sources of financial information in today's fragmented media landscape.

• Traditional media networks (ABC, NBC, CBS, CNN, FOX) prioritize sensationalism and local stories over global context
• Bloomberg and Reuters provide better global perspectives on how various markets interconnect
• News ...

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Clem Miller recounts his month-long journey through Eastern Canada, sharing observations about icebergs, puffins, and whales along with insights into Canadian economics and culture with relevance for investors. His adventures to Newfoundland and Labrador reveal how travel experiences can broaden investment perspective and inform financial decision-making.

• Planning for retirement shoul...

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The complex dynamics of the Israel-Iran conflict have broad implications for global stability and investment strategies as Israel conducts preemptive strikes against Iran's alleged nuclear weapons program.

• Israel claims Iran is developing nuclear weapons despite Iran's insistence that its nuclear program is for civilian use
• Iran's enrichment of uranium to near wea...

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The Ukraine conflict shows no signs of resolution despite early predictions, with Russia taking a long-term strategic approach that suggests we may be only halfway through what could become a six-year confrontation.

• Russia's aggression extends beyond Ukraine with increased military presence near Finland, telecommunications sabotage, and cyber warfare against Europe
• Ukraine ...