Know Your Risk Podcast
540 episodes — Page 1 of 11
What If We’re Still Early in the AI Boom?
Oct 23, 20261h 3m
The AI Boom’s Next Bill Could Land on Shareholders
Oct 22, 202653 min
Would Tesla Shareholders Be Funding SpaceX?
Oct 21, 202637 min
Could Falling Oil Prices Unleash the Next AI Rally?
Oct 20, 202630 min
AI Can Win. Your AI Stocks Can Still Lose.
Oct 19, 20261h 1m
They Cut Half Their VIX Hedge—Then VIX Spiked
Oct 16, 202647 min
AI Demand Is Booming. Why Are Token Prices Falling?
Oct 15, 20261h 3m
AI Tokens Are Getting Cheaper. Is That Good News?
Oct 14, 202650 min
Rudy Havenstein: Trump Says Inflation Will Pay the Debt. Who Pays?
Oct 14, 20261h 11m
The Market Is Splitting in Two—and AI Is Driving the Divide
Oct 13, 202653 min
Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up?
Oct 12, 202648 min
The “Debasement Trade” Is Coming Back. Here’s What That Means
Oct 9, 202633 min
AI Spending Is Starting to Move Interest Rates
Oct 8, 202640 min
Inflation Can Shrink the Debt. What Does That Mean for Your Money?
Oct 7, 202651 min
Oil Is Under $90. Why Is 2027 Pricing Still Climbing?
Oct 6, 202622 min
The 10-Year Is Above 5%. Why Aren’t Stocks Falling?
Oct 5, 202618 min
Stocks Were Green. Then the Pros Started Selling.
Sep 30, 202644 min
Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet
Sep 29, 202640 min
Why the AI Winners May Not Be Big Tech
Sep 28, 202635 min
Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up
Sep 24, 202637 min
The Market Took a Week to React to the Fed
Sep 23, 202648 min
AI Is Turning Big Tech Into a Commodity Business
Sep 22, 202650 min
Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows
Sep 21, 202633 min
Why a Middle-Class Life Costs So Much More Now
Sep 18, 202636 min
Oil Is Falling While the War Continues. What Is the Market Pricing In?
Sep 17, 202630 min
The Fed Just Hiked. The Refinancing Pain Is Just Starting
Sep 16, 202650 min
The 10-Year Just Hit 5%. What Breaks First?
Sep 15, 202653 min
AI Agents Built Their Own Secret Chat Room. No One Programmed Them To.
Sep 15, 202634 min
Saudi Arabia Begged Trump to Bomb the Houthis. He Refused.
Sep 11, 202645 min
Oil Just Beat Every AI Stock This Year — And It's About to Cost You More
Sep 10, 202629 min
Without AI Spending, US Growth Might Already Be Negative
Sep 9, 202655 min
Could Gold Hit $10,000? Why This Inflation Cycle May Have Years Left
Sep 8, 202647 min
Nvidia to $10 Trillion? The Risk-Reward Doesn't Add Up
Sep 4, 202656 min
The S&P 500 Isn't What You Think You're Buying
Sep 3, 202643 min
The AI Data Center Boom Has a Jobs Problem
Sep 2, 202656 min
Could Diesel Hit $6? The Strait of Hormuz Problem Is Back
Sep 1, 202636 min
Iran Could Take 4 Million Barrels a Day Off the Market
Sep 1, 202619 min
Eight Rate Hikes? Why the Fed Has No Good Options Left
Aug 28, 20261h 18m
Gold Miners Just Rallied Nearly 50%. Why They May Still Be Cheap
Aug 28, 202634 min
AI Can Change the World—and Still Become a Bubble
Aug 26, 202643 min
One of Wall Street’s Greatest Investors Just Sounded the Alarm
Aug 25, 202624 min
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