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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.

Podcast · By Chase Lee, CFA · English · Official site

Indexed episodes, last 90 days
2
Latest publication
Sep 10, 2026
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Earliest in this view
Aug 5, 2026

Latest episodes

  1. Episode · Sep 10, 2026

    History of Doxa (Ep.32) (opens the original)

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    Doxa Capital is named after a 2,400-year-old argument between Plato and Aristotle. And we finally looked up the details. After 31 episodes talking about markets and financial planning, it's time for a history lesson. The story of Doxa — where the idea came from, why we built it the way we did, and what we want it to be for the next few decades: personal, intentional, and built to endure. And what does Doxa mean anyway? Enjoy! Nothing we say here is investment advice – we don't know your personal

  2. Episode · Aug 5, 2026

    Too Much Cake (Ep.31) (opens the original)

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    Q2 was all you can eat cake. Then the bill came in July. In episode 31, Chase & David dig into the theme they've talked about all year - cake & veggies: the AI build-out mania and the quality compounders that provide the ballast. Behind the market volatility is a very extreme market structure: chip stocks dominating the indices, levered ETF's and zero-day options everywhere, and momentum that unwound as fast as it built. The takeaway: diversification across factors and themes - not just sectors

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