podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Clem Miller, CFA
Shows
SKEPTIC’S GUIDE TO INVESTING
New York’s Left Turn And The Future Of Markets with Frazer Rice
Please text and tell us what you likeWe 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 context for market sentiment• is capitalism evolving or declining in practice• Mamdani's platform and business community reaction• crime and police leadership as talent retention drivers• tax sensitivity, mobility, and slow erosion of the base• federal protectionism and deal-by-deal...
2025-11-05
47 min
SKEPTIC’S GUIDE TO INVESTING
America in Chaos: Tariffs and Taxes
Please text and tell us what you likeThe extension of Trump-era tax cuts presents critical planning decisions as exemption amounts could drop from $14 million to $7 million per person without congressional action.• Estate tax exemption likely to receive a four-year extension rather than permanent status• Trump administration characterized by chaos and short-term thinking rather than coherent strategy• Stephen Miller identified as Trump's most influential advisor and policy gatekeeper• Elon Musk serves as a "heat sink" absorbing criticism while implementing controversial policies• Government agency staff reductions create long-term damage to institutional knowledge• Inte...
2025-03-26
1h 03