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SKEPTIC’S GUIDE TO INVESTING
Steve Davenport, Clement Miller
124 episodes
1 day ago
Please text and tell us what you like We weigh the lure of Venezuelan oil against hard realities: weak legal protections, heavy crude economics, and tangled geopolitics with Cuba, Russia, and China. The takeaway is prudence—favor diversified proxies over direct country risk and let facts, not headlines, drive allocation. • investment case framed around rule of law and contract security • heavy oil cost structure versus current WTI and breakevens • prospects for subsidies or military support ...
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All content for SKEPTIC’S GUIDE TO INVESTING is the property of Steve Davenport, Clement Miller and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Please text and tell us what you like We weigh the lure of Venezuelan oil against hard realities: weak legal protections, heavy crude economics, and tangled geopolitics with Cuba, Russia, and China. The takeaway is prudence—favor diversified proxies over direct country risk and let facts, not headlines, drive allocation. • investment case framed around rule of law and contract security • heavy oil cost structure versus current WTI and breakevens • prospects for subsidies or military support ...
Show more...
Investing
Education,
Business,
News,
Business News,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/90/c8/41/90c841b1-f86a-d960-b4c3-f1b34decf94f/mza_4499603094631075380.jpg/600x600bb.jpg
Tariffs On Trial
SKEPTIC’S GUIDE TO INVESTING
25 minutes
2 months ago
Tariffs On Trial
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 principles to practical fallout, we translate the legal jargon into plain English and outline what it could mean for markets, supply chains, and th...
SKEPTIC’S GUIDE TO INVESTING
Please text and tell us what you like We weigh the lure of Venezuelan oil against hard realities: weak legal protections, heavy crude economics, and tangled geopolitics with Cuba, Russia, and China. The takeaway is prudence—favor diversified proxies over direct country risk and let facts, not headlines, drive allocation. • investment case framed around rule of law and contract security • heavy oil cost structure versus current WTI and breakevens • prospects for subsidies or military support ...