Know Your Risk Podcast
499 episodes — Page 1 of 10
The Government Is About to Change the Bond Market
Aug 24, 202655 min
America Has a Much Bigger Problem Than Interest Rates
Aug 21, 202655 min
Inflation Is Starting to Break the Consumer
Aug 20, 202619 min
The Treasury Just Blinked. Here’s What Comes Next
Aug 19, 202623 min
The Inflation Problem Nobody Is Watching Yet
Aug 18, 202621 min
The Iran Risk Markets Aren’t Prepared For
Aug 17, 202616 min
The Biggest Investment Opportunity May Be the One You're Ignoring
Aug 14, 202657 min
Zach Is Turning Bullish… So What Could Go Wrong?
Aug 13, 202657 min
The Most Dangerous Thing an Investor Can Believe
Aug 12, 202642 min
Aviel Ginzburg: What Everyone Is Getting Wrong About the AI Boom
Aug 12, 20261h 13m
The AI Boom Is Running Into a Math Problem
Aug 11, 202641 min
AI Is Financing Its Own Boom
Aug 10, 202636 min
AI Is Making Money...Just Not Where You Think
Aug 7, 202648 min
The AI Bear Case Just Got Much Harder
Aug 7, 202645 min
The Biggest Investing Mistake Might Be Your Own Conviction
Aug 5, 202639 min
The Headlines Changed. Reality Didn't.
Aug 4, 202620 min
This Might Be the Dumbest Market We've Ever Seen
Aug 3, 202638 min
The AI Bubble Has a Bigger Problem Than Valuations
Jul 31, 202647 min
Microsoft Just Changed the AI Math
Jul 30, 202632 min
The Bond Market Just Took Control
Jul 29, 202647 min
What If AI Is Really a Real Estate Cycle?
Jul 28, 202647 min
The Oil Market Just Flipped the Script
Jul 27, 202622 min
Why Doesn't This Market Care?
Jul 24, 202631 min
The Market Feels Tilted in the Wrong Direction
Jul 23, 202647 min
The Market's Biggest Divergence Just Got Bigger
Jul 22, 202639 min
The Market Is Sending Mixed Signals… Should Investors Be Worried?
Jul 21, 202626 min
The Oil Market Still Isn't Panicking
Jul 20, 202651 min
What If Iran Doesn’t Stop When We Do?
Jul 17, 202621 min
The Risk Markets Refuse to Price
Jul 16, 202623 min
This Bubble Isn't Like the Others
Jul 15, 202632 min
What If a Recession Is the Answer?
Jul 14, 202632 min
Oil Didn't Break the Market
Jul 13, 202643 min
Inflation Is Changing How People Live
Jul 11, 202623 min
AI Is Starting to Break Balance Sheets
Jul 9, 202612 min
We Don’t Put Oil in the Gas Tank
Jul 8, 202620 min
The Next Big Market Disagreement
Jul 7, 202624 min
One Stock Just Changed the Story
Jul 6, 202622 min
Building AI Was the Easy Part
Jul 2, 202617 min
You Can't Defend Everything
Jul 1, 202643 min
Why Isn’t Gas Getting Cheaper?
Jun 30, 202624 min
Why Isn't The Market Listening?
Jun 29, 20261h 6m
Brent Johnson on the Future of the U.S. Dollar
Jun 26, 202657 min
AI's Biggest Problem Isn't AI
Jun 25, 202646 min
The Market Erased The Entire War
Jun 24, 202649 min
The Cracks Are Starting to Show
Jun 23, 202643 min
This Cycle Taught Investors All The Wrong Lessons
Jun 22, 202651 min
The Dumbest Market We've Ever Seen?
Jun 18, 202638 min
The Fed Just Changed Everything
Jun 17, 202641 min
The Deal Is Done. Now What?
Jun 16, 202650 min
The Deal That Changes Everything
Jun 15, 202642 min