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SKEPTIC’S GUIDE TO INVESTING

Steve Davenport, Clement Miller

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Weekly
 
Straight Talk for All, Nonsense for None About - Our podcast looks to help improve investing IQ. We share 15-30 minutes on finance, market and investment ideas. We bring experience and empathy to the complex process of financial wellness. Every journey is unique, so we look for ways our insights can help listeners. Also, we want to have fun😎 Your Hosts - Meet Steve Davenport, CFA and Clem Miller, CFA as they discus the latest in news, markets and investments. They each bring over 25 years in ...
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Doughboys

Headgum / Doughboys Media

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The podcast about chain restaurants. Comedians Mike Mitchell and Nick Wiger review fast food/sit-down chains and generally argue about food/everything.
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Me, Myself, and AI

MIT Sloan Management Review

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Monthly
 
Discover what separates AI success from AI hype. In this series from MIT Sloan Management Review, AI winners share their secrets and success stories from the front lines. Explore the future of artificial intelligence with leaders from companies like YouTube, Cisco, and Hugging Face who are turning AI's potential into measurable business value.
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show series
 
Jesse Thorn (@jessethornveryfamous, Bullseye) joins the 'boys to talk sitcoms, Thanksgiving favorites, and 25 years of Bullseye before a review of Costco. Plus another edition of Snack or Wack. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise o…
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Please text and tell us what you like Gratitude can be a powerful investing edge. We open with what matters most—health, family, and the gift of time—and show how a calmer life widens the gap between impulse and action. That space lets us think in seasons, not seconds: read more deeply, travel for perspective, and build portfolios that can withstan…
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Please text and tell us what you like Markets don’t break because of a single headline—they bend under the weight of what we choose to trust. We dig into where confidence belongs right now, from focused bets on innovation to the steady ballast of cash and gold. Along the way, we spotlight an underrated growth engine: America’s university system, wh…
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Zach Cherry (Fallout, Severance) joins the 'boys to talk dietary changes, smashburgers, and NYC eats before a review of the Jimmy John's Picklewich. Plus, the debut of Food in this Dude. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Dough…
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Vishal Gupta, engineering manager, machine learning at Reddit, joins the podcast to explain how the social media community platform uses artificial intelligence to improve user experience and ad relevance. Much of the advertising work relies on increasingly sophisticated recommender systems that have evolved from simple collaborative filtering to d…
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Jesse Farrar (YKS, Go Off Kings) joins the 'boys to talk sci-fi franchises, past Tennessee adventures, and Tony Yoman before diving into a review of the Denny's Good Fortune menu. Plus, a new edition of Chips Inhale Reschew Rangers. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at…
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Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first …
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Please text and tell us what you like We unpack what Mamdani's win signals for New York’s markets and whether capitalism is shifting toward protectionism and cronyism rather than socialism. We weigh crime, taxes, housing, and transit funding against ratings risk, capital mobility, and the city’s tech-and-finance future. • election results as the co…
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Please text and tell us what you like Five trillion is a headline; the harder story is what comes next. We dig into NVIDIA’s historic market cap, the AI hardware and software flywheel behind it, and the reality that scale turns leaders into targets. From Blackwell-class GPUs to ecosystem partnerships like Palantir, we map how compute, tooling, and …
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Please text and tell us what you like A surprise rate cut without fresh data sounds bold on the surface, but the real story lives in the yield curve the Fed doesn’t control. We unpack why trimming the short end won’t guarantee cheaper mortgages or easier financing, how long-term yields respond to inflation expectations and Treasury supply, and wher…
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Sandy Honig (@sandyhonig, Three Busy Debras) joins the 'boys to talk horror movies, New Haven pizza, and The Long Walk before finishing out Crock-Dough-Burn-Pho-Est with a review of Daikokuya. Plus, another edition of Jingle All The Whey. Noah's BBQ: https://www.instagram.com/buis.bbq/ Watch this episode at youtube.com/doughboysmedia Get ad-free ep…
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Kathleen Peters brings a background with digital communications companies and tech startups to her role as Experian’s chief innovation officer. On this episode, Kathleen shares a bit about Experian’s Innovation Lab, outlining some of its projects and explaining how the recent democratization of generative AI tools has made even more innovative thin…
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Please text and tell us what you like If the world’s most powerful magnets can move turbines and EVs, what might happen when their supply chain starts to seize up? We take you inside the rare earths story—why these elements are abundant in the ground yet scarce in your portfolio—and connect the dots to AI infrastructure, defense systems, and the gl…
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Stavros Halkias (@stavvybaby2, Dreamboat Tour) joins the 'boys to talk Trick or Treating, Afternooners, and New York eats before a review of The Original Soup Kitchen. Plus, another edition of Slop Quiz. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys A…
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Please text and tell us what you like We unpack gold’s surge, why central banks—especially China—are buying, and how to balance conviction with risk. We share how we trimmed, built a cash buffer, and considered collars to cut downside while staying in the trade. • Central bank demand as a structural tailwind • China’s reserve ambitions and gold acc…
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Jason Concepcion (@x_netw3rk_x, X-Ray Vision) joins the 'boys to talk Dodger Stadium eats, the NBA, and ASMR before continuing Crock-Dough-Burn-Pho-Est with a review of Panera. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Doughboys via G…
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Cisco is well known for its data, networking, security, and collaboration products. On today’s episode, Cisco’s president and chief product officer, Jeetu Patel, joins Sam for a discussion about artificial intelligence, a “megatrend” Jeetu sees as perhaps more significant than the development of the internet or the automobile because of its ability…
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Christine Nangle (@nanglish, The Simpsons) joins the 'boys to talk The Simpsons writer's room eats, food service jobs, and an upcoming Phillie Phanatic documentary before diving into a review of Le Pain Quotidien. Plus another edition of Pie in this Guy. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys …
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Please text and tell us what you like The U.S. government's unprecedented move to take a 10% ownership stake in Intel raises serious questions about the appropriate boundaries between government and private enterprise in American capitalism. • Government equity ownership in Intel marks a significant shift in U.S. industrial policy • Argument for eq…
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Betsy Sodaro (@betsysodaro, Ghosts) joins the 'boys to talk testosterone levels, horror movies, and video games before kicking off Crock-Dough-Burn-Pho-Est with a review of Silverlake Ramen. Plus, another edition of Cereal. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipg…
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Please text and tell us what you like Aradhana Kejriwal shares insights on her work as an Outsourced Chief Investment Officer (OCIO) and discusses how women are reshaping the investment landscape with their growing control of wealth and unique perspectives on risk. • OCIOs function as dedicated investment departments for advisory firms, providing s…
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A chemical engineer by training, Angela Nakalembe worked in the sciences and management consulting before landing at YouTube as the company’s engineering program manager for trust and safety. At YouTube, Angela explains, AI has become a first line of defense against harmful content. The technology not only accelerates content moderation tasks but m…
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Ashly Burch (@ashlyburch) and Mort Burke (@mortburke) of Rebrand joins the 'boys to talk pet food, meatless diets, and movie snacks before a review of Plant Power Fast Food. Plus, another edition of Serving USA. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/dou…
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Please text and tell us what you like 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 are…
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Alana Hope Levinson (@alanalevinson) and Dan O'Sullivan (@osullyville) of The Outfit join the 'boys to talk Italian subs, the mafia, and favorite Italian chains before a review of Deluca's Italian Deli. Plus, a new edition of The Wiger Challenge. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doug…
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Please text and tell us what you like 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, …
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Thomas Wolf is the cofounder and chief science officer of open-source AI platform Hugging Face, which provides access to thousands of pretrained AI models that can be downloaded and run locally. With over 10 million users, getting started on the site can be a daunting task. Thomas explains how the company aims to improve its accessibility through d…
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Sean Clements (@seanclements) and Hayes Davenport of Hollywood Handbook join the 'boys to talk sports fandom, vegetables, and morning coffee routines before a review of Alfred Coffee. Plus, another edition of Snack or Wack. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipg…
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Please text and tell us what you like 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 p…
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Corin Wellz (@charity_corin) joins the 'boys to talk philly cheesesteaks, traveling, and diners before a review of Philz Coffee. Plus, another edition of A Single Item Must Be Banished. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Doughb…
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Please text and tell us what you like 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 cli…
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Samoa Joe (@samoajoe) of Twisted Metal joins the 'boys to talk San Diego Comic Con, video games, and Hawaiian food before closing out Twisted Monthal with a review of McDonald's Ice Cream. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Dou…
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Please text and tell us what you like 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 k…
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Send us a text From $1,700 to $25K a Month: FIBA Player Travis Reed's Wild International Basketball Journey Guest: Travis Reed - Professional International Basketball Player & Host of "An Athlete's Journey" Podcast Think you know what it's like to play professional basketball? Think again. In this eye-opening episode, host Ashley Marie sits down wi…
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Shaun Diston (@shaundiston) and Gilli Nissim (time2getgill) of Twisted Metal join the 'boys to talk favorite desserts, writers' room eats, and the making of Twisted Metal Season 2 before a review of Coldstone. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/dough…
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Please text and tell us what you like 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 …
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Grant Dekernion (@grantdekernion) and Patty Guggenheim (@patriscuit) of Twisted Metal join the 'boys to talk pod drivers, musical instruments, and old video games before a review of Pinkberry. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on…
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Please text and tell us what you like 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 …
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Saylor Curda (@saycurda) and Tiana Okoye (@tianaokoye) of Twisted Metal joins the 'boys to talk pickles and video games before continuing Twisted Monthal with a review of Salt & Straw. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Doughbo…
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Please text and tell us what you like 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 structur…
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Please text and tell us what you like 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 B…
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Stephanie Beatriz (@stephaniebeatriz) and Michael Jonathan Smith (@iammichaeljonathan) of Twisted Metal join the 'boys to talk Mitch's fishy laundry, Twisted Metal Season 2, and Toronto restaurants before a review of Jeni's Splendid Ice Creams. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughb…
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Steve Sladkowski (@sssladkow, Pup) joins the 'boys to talk touring, fried chicken, and Canadian pizza chains before a review of Papa Johns. Plus, a new edition of The Family Food. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/doughboys Advertise on Doughboys vi…
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Please text and tell us what you like 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 fra…
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Please text and tell us what you like 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 – wh…
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Josh Gondelman (@joshgondelman, Positive Reinforcement) joins the 'boys to talk sports fandom, Boston eats, and New England comedy before a review of the Little Caesars Fantastic 4 Pizza. Plus, a new Snack or Wack. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kinshipgoods.com/…
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Today’s episode is a bonus drop from our friends over at the MIT CSAIL Alliances podcast. We'll be back on September 16 with new episodes of Me, Myself, and AI. Chris Miller is professor of international history at Tufts University. He joins the MIT CSAIL Alliances podcast to share insights from his recent book, Chip War: The Fight for the World's …
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Please text and tell us what you like 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 …
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Please text and tell us what you like 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 rec…
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Neil Campbell (@neilerdude) and Mitra Jouhari (@mitrajouhari) of Digman join the 'boys to talk favorite ice cream spots, Avatar, and the new season of Digman before a review of Pizza Hut. Plus, another edition of Snack or Wack. Watch this episode at youtube.com/doughboysmedia Get ad-free episodes at patreon.com/doughboys Get Doughboys merch at kins…
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