Know Your Risk Podcast
540 episodes — Page 3 of 11
The Market Still Doesn't Get It
Everyone Gave Up at the Wrong Time
Nobody Believes the Numbers Yet
This Feels Like the Final Stage
Nobody Wants to Admit What Happens Next
Why Does the Market Think This is Temporary?
The Market Keeps Falling for the Same Headline
The Market Thinks This Ends Cleanly
The Pressure Is Building Faster Than Markets Realize
Josh Young: How Long Before the Oil System Breaks?
The Dollar Spike Is Creating Massive Opportunities
The Market Still Doesn’t Get the Energy Crisis
The Market Is Addicted to Asset Prices
The Tank Is Getting Closer to Empty
The Delay Is the Danger
Markets Are Trading on Fantasy
You're Being Lied To
The “Deal” Might Be Worse Than the Crisis
The Market Is Ignoring What Happens Next
The Market Still Doesn’t Get It
The Market Is Ignoring a Chain Reaction
Markets Are Rallying… But Nothing Makes Sense
This Isn’t an Oil Shock—It’s Something Worse
The Market Doesn’t Understand Compounding Risk
The Market Is Playing the Wrong Game
The Setup Nobody Believes Is Happening
The Problem Isn’t Solved—It’s Starting
Kuppy: Oil, War, and the Future of Markets
Oil Is Rising—So Why Are Stocks Too?
Ceasefire… But Nothing’s Actually Fixed
Oil Markets Are Ignoring Reality
Something Different Is Happening
This Rally Doesn’t Feel Right
Ceasefire… Now What?
This Is a Global Pressure Point
No One Knows How This Plays Out
Oil Still Isn’t Moving… Why?
Washington’s Millionaire Tax: What You Need to Know
Zach breaks down the implications of Washington state's new income tax, addressing misconceptions, economic impacts, and personal considerations for residents and business owners.
The Next Impacts of Rising Oil
April 2, 2026 - Zach and Chase discuss the growing disconnect between market performance and economic fundamentals as oil prices rise, exploring the potential impacts on supply chains, corporate earnings, investor behavior, and the broader economy.
Markets Haven’t Reacted Yet
April 1, 2026 - Zach and Chase discuss how geopolitical tensions in the Middle East are affecting market sentiment, oil prices, and investor behavior, along with the broader implications for economic growth and long-term investment strategy.
What Happens If This Escalates Further
March 31, 2026 - This episode delves into market reactions to geopolitical events, the implications of military mobilization, and the potential economic and strategic outcomes of ongoing conflicts. Zach and Chase analyze recent market movements, discuss the likelihood of military escalation, and explore the future of global energy and defense industries.
Oil Supply Is Tighter Than It Looks
March 30, 2026 - Zach and Chase discuss the current state of the market, focusing on the impact of global events on oil and energy prices. They explore the ongoing shortages and supply chain issues, the critical role of oil in the global economy, and the political implications of military strategies.
The Blind Spots in Today’s Market
March 27, 2026 - Zach and Chase discuss the current state of the markets, exploring various economic indicators, the impact of global events, and the dynamics of commodities like gold and oil. They delve into the concept of market blindness, particularly in relation to ETFs, and the consequences of legislative actions on the economy. The conversation highlights the complexities of market behavior and the importance of understanding feedback loops in economic systems, particularly in the context of Seattle's evolving economic landscape.
Why Politics Is Confusing Investors
March 26, 2026 - Zach and Chase discuss the current state of the financial markets, focusing on the S&P and NASDAQ's performance, the implications of political events on financial analysis, and the peculiarities of the oil market.
Are Peace Talks Coming—or Not?
March 25, 2026 - Chase provides a detailed analysis of the current market trends, focusing on the S&P 500, oil prices, and geopolitical tensions affecting the market. He discusses the optimism in the market despite ongoing conflicts and the implications of potential ceasefires.
Why US–Iran Talks Matter for Oil Prices
March 24, 2026 - Chase discusses the current state of the market amidst ongoing geopolitical tensions, particularly focusing on the potential ceasefire discussions between the US and Iran. He analyzes the implications of these developments on market dynamics, oil prices, and the broader economic landscape, while emphasizing the uncertainty that remains in the situation.
The Oil Market Disconnect
March 23, 2026 - Zach and Chase discuss the current state of the oil market, highlighting the significant dislocation between physical oil costs and paper markets. They explore the implications of global shortages, particularly in energy and food, and the strategic positioning of Iran in ongoing negotiations.
This Market Feels Off
March 20, 2026 - Zach and Chase discuss the current state of the financial markets, focusing on the impact of geopolitical events on oil prices and investor sentiment. They analyze the market's reaction to recent developments, the dynamics of the oil market, and the implications for future economic conditions.
Escalation Domination
March 19, 2026 - Chase discusses the current state of the markets, emphasizing the significant influence of geopolitical tensions on economic conditions. He highlights the impact of escalating conflicts, particularly in the Middle East, on energy supplies and prices, especially diesel. The conversation also touches on the implications of investment commitments from Gulf countries and the potential economic consequences of ongoing tensions.
Is Inflation About to Spike Again?
March 18, 2026 - Chase provides a comprehensive analysis of the current market conditions, focusing on the impact of geopolitical tensions on oil prices and the broader economic implications. He discusses the recent fluctuations in various markets, including equities and commodities, and highlights the potential for inflation to rise significantly.