Episodios

  • The Markets Have AI All Wrong

    The Markets Have AI All Wrong
    Nov 26 2025
    November 26, 2025 - Zach and Chase discuss the competitive landscape of AI and automation between America and China. He highlights the significant advantages China holds in robotics and automation, suggesting that America's perception of being the primary winner in AI may be misguided. The discussion delves into the implications of these technological advancements on market dynamics and industry performance.
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    48 m
  • Nvidia Is Dominating

    Nvidia Is Dominating
    Nov 25 2025
    November 25, 2025 - Zach and Chase delve into the dynamics of equity markets, focusing on Nvidia's market position and the potential impact of competition on its stock valuation. Zach emphasizes the importance of understanding what is priced into equities and how emerging competition could affect Nvidia's margins and market share.
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    26 m
  • Google's AI Future

    Google's AI Future
    Nov 24 2025
    November 24, 2025 - Zach discusses the significant mispricing of Google in the market, particularly in relation to its innovations like Waymo. He challenges the notion of market efficiency by highlighting how major advancements are often overlooked by analysts and media, suggesting a disconnect between actual value and market perception.
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    34 m
  • The Risks of Overly Optimistic Forecasts

    The Risks of Overly Optimistic Forecasts
    Nov 21 2025
    November 20, 2025 - Zach and Chase delve into the importance of grounding future predictions in reality, particularly in the context of asset pricing and market behavior. It highlights the risks of overly optimistic forecasts that ignore economic fundamentals, leading to significant market corrections.
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    36 m
  • This Irrational and Misleading Market

    This Irrational and Misleading Market
    Nov 19 2025
    November 19 2025 - Zach expresses his strong skepticism about the current state of the market, particularly focusing on Nvidia's stock performance and growth projections. He highlights the disconnect between market reactions and actual company performance, emphasizing a critical view of revenue growth expectations.
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    42 m
  • Nvidia Earnings and Stim Checks

    Nvidia Earnings and Stim Checks
    Nov 18 2025
    November 18, 2025 - Zach and Chase discuss their trading philosophies, market sentiment, and the current state of various investment sectors including AI, government stimulus, and cryptocurrency. They analyze market indices, share insights on personal trading strategies, and explore the implications of government policies on the economy. The conversation highlights the importance of understanding market dynamics and the risks associated with different investment approaches.
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    56 m
  • A Bubble in the Tech Sector?

    A Bubble in the Tech Sector?
    Nov 17 2025
    November 17, 2025 - Zach and Chase discuss various themes including ghost stories, market vulnerabilities, AI bubbles, investment strategies, and the importance of diversification. They delve into the current market trends, the significance of hedging, and the dynamics of global markets.
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    39 m
  • Energy Trends and Their Market Impact

    Energy Trends and Their Market Impact
    Nov 14 2025
    November 14, 2025 - Chase provides a comprehensive analysis of the current market conditions, highlighting significant volatility and trends across various sectors, including energy, commodities, and technology. He discusses the implications of quality stocks underperforming, the evolving sentiment around AI investments, and the rising bond volatility, all while emphasizing the importance of upcoming market data.
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    15 m