Know Your Risk Podcast
540 episodes — Page 6 of 11
Lower Rates = Less Passive?
September 23, 2025 - Zach and Chase look into how the markets have reacted to lower rates and they get into some of the political nonsense.
Incestuous AI Capex
September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.
The Nvidia/Intel Deal
September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims.
Reacting to the Fed Cut
September 17, 2025 - The fed cut rates by a quarter point today. Zach and Chase react.
The Post-COVID Economy
September 16, 2025 - Zach and Chase take a look at current trends, net equity issuance, and they have a Fed preview.
The Golden Age of Fraud
September 15, 2025 - Zach and Chase discuss their portfolios - is it time to do a little trimming? Plus, Elon buys $1 Billion in Tesla stock.
Eric Boles - The Game Changers Inc.
September 12, 2025 - Zach sits down with Life Coach Eric Boles of The Game Changers Inc.
Inflation is Rising
September 11, 2025 - Chase has an inflation update and he discusses the deficit.
Charlie Kirk, China’s Oil Play, and the Solar Surge
September 10, 2025 - After a conversation about the shooting of Charlie Kirk, Zach and Chase discuss solar, China buying oil, and Oracle.
Massive Jobs Revision
September 9, 2025 - Zach and Chase discuss a revision to the jobs report, the new iPhone, and position sizing.
Brad Sarsfield
September 8, 2025 - Zach has a discussion about AI with Brad Sarsfield - Microsoft Senior Director, Security AI Research & Development.
Tesla's Farcical Valuation
September 5, 2025 - Zach and Chase take a look at AI, Engery, Tesla, and Gold.
Jobs Report Preview
September 4, 2025 - Chase previews the jobs report and teaches a lesson on trade location.
How Long Will Tariffs Last?
September 3rd, 2025 - Zach and Chase take a look at the duration of tariffs, American Eagle, and Google.
Bad Start to September
September 2, 2025 - Zach and Chase take a look at housing and offshore inflection.
Chinese Tech vs U.S. Tech
August 29, 2025 - Zach and Chase discuss Chinese tech, inflation, and the markets.
Shorting the VIX
AUgust 28, 2025 - Zach and Chase discuss Nvidia, American Eagle, and shorting the VIX.
Nvidia Earnings
August 27, 2025 - Zach and Chase discuss Nvidia's earnings, and the power of incentive.
Will the Fed Cut in September?
August 26, 2025 - Zach and Chase discuss potential rate cuts and left tail removal consequences.
Crypto Smash
August 25, 2025 - Chase takes a look at crypto, services surveys, and inflation.
Jackson Hole Recap
August 22, 2025 - Chase breaks down everything from Jerome Powell at the Jackson Hole Economic Symposium
Drawdown for Ants
August 21, 2025 - Chase discusses home sales data and capital flows systems.
Tariff Impact on Exports & Competitiveness
August 20, 2025 - Chase discusses the tariff impact on exports, as well as unemployment and inflation.
Ugly Day for Tech & Commodities
August 19, 2025 - Zach and Chase discuss the new tariffs that went into place today.
Russia Ukraine Peace Talks
August 18, 2025 - Chase discusses the latest in the Russia/Ukraine peace negotiations. Plus, updates in housing and tech.
The Truth About Inflation
August 15, 2025 - Zach and Chase discuss inflation and the jobs tradeoff.
What Are the Odds of a Rate Cut?
August 14, 2025 - Zach and Chase explore the good and bad of cutting rates.
Rates on Crazy Pills
August 13, 2025 - Chase takes a look at rates, export taxes, and BLS inflation.
Inflation is Rising
August 12, 2025 - Chase takes a look at how tariffs are impacting inflation and AI advancements.
AI is Eating the World
August 11, 2025 - Zach and Chase discuss the advances in AI, Xi and China, and why it's a time to be cautious.
Fed Chair Candidates
August 8, 2025 - Zach and Chase take a look at the candidates to replace Jay Powell and tariff drama.
Conversation with Stephen Miran - August 9, 2024
President Trump nominated Stephen Miran for Fed Governor. Last year, Miran joined Zach on Know Your Risk. Here is that conversation.
Trump Nominates New Fed Governor
August 7, 2025 - Trump nominates a previous guest on THIS show, Stephen Miran, to be Fed Governor.
The Economy is Slowing
August 5, 2025 - Zach and Chase take a look at earnings and the firing of BLS Commissioner.
American Eagle's Stock is Soaring
August 4, 2025 - Zach and Chase discuss the jobs report, inflation, and American Eagle's stock.
Holy Stagmoly
August 1, 2025 - Chase discusses stagflation - the bad jobs report and hot wages.
Warming Inflation & Chinese Stimmies
July 31, 2025 - Chase discusses wage inflation, China's policy support, and hot PCE.
Looking Through Inflation
July 30, 2025 - Chase recaps the fed report and takes a look at why the dollar is ripping.
Debt Surpasses S&P 500 Profits
July 29, 2025 - Zach and Chase discuss the national debt.
Trade Deal & Down?
July 28, 2025 - Chase discusses the US, EU trade deal and the dollar surge.
Tesla's Permeating Price Problem
July 25, 2025 - Zach discusses how Tesla's business model can't succeed. At least not internationally.
AI, Tesla, and Trump vs. Powell
July 24, 2025 - Zach and Chase discuss the earnings update and the rapid advancements in AI.
Trade Deals and Overseas Steals
July 23, 2025 - Zach and Chase break down the Japan Trade Deal.
The Global Liquidity Tide
July 22, 2025 - Zach and Chase discuss Google, liquidity, and whether or not the housing bubble is going to burst?
Bringing Back Competition
July 21, 2025 - Zach and Chase take a look at the Chinese competition facing our phones and cars.
A Fork in the Road
July 18, 2025 - Chase takes a look at the rollback of Obamacare subsidies.
Be More Multidisciplinary
July 17, 2025 - Chase discusses how to succeed at investing.
Monetizing Creepy Crawlers
July 16, 2025 - Chase breaks down the daily dots from today's action.
Is the Dollar Back?
July 15, 2025 - Zach and Chase take a look at what we can expect from the dollar.
Macro Monday
July 14, 2025 - Zach and Chase take a look at the big picture.