Doxa Takes: Our Sponsored Podcast

by Chase Lee, CFAApril 9, 2024
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 […]
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Our (now) annual spring update w/ Callie

by Chase Lee, CFAApril 9, 2024
One year after we first had her on the podcast, we were honored to run it back a second time with Callie Cox on episode 15 of Doxa Takes. She has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. Callie is one of the best at making complicated things simple - […]
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2024 Outlook

by Chase Lee, CFADecember 13, 2023
Every year since Doxa Capital began in 2015, this email was accompanied by our end of year note - except for this one. Instead we took the same format and put it into episode 11 of our podcast, Doxa Takes [blue link below]. We start off with the popular segment “what we got right & […]
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It's all about Rates

by Chase Lee, CFAOctober 5, 2023
After a few calm summer months where inflation decelerated and the labor market kept chugging along, a new market narrative has taken the driver’s seat: long-end interest rates. That’s not to say that rates have been docile over the past year, but most of the action has been on the short end, e.g. money markets, […]
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Mid-year "State of the Economy"

by Chase Lee, CFAJuly 21, 2023
Markets across the world closed out the first half of 2023 on a pretty good note, rebounding a good bit from the declines of last year. Sure, interest rates have increased a lot as the Federal Reserve tries to battle inflation, but put simply: the economy is resilient as it normalizes from the bullwhip effects […]
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