Episodios

  • It's a Bubble, But the Tech is Real

    It's a Bubble, But the Tech is Real
    Oct 7 2025
    October 7, 2025 - Zach provides a comprehensive analysis of the current market landscape, focusing on the implications of rising VIX levels, the impact of AI on valuations, and the dynamics of the gold market. He discusses the potential for a market bubble, investment strategies to navigate it, and the importance of being selective in investment choices. The conversation emphasizes the need for caution while also identifying opportunities in undervalued sectors.
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    36 m
  • Tobias Carlisle

    Tobias Carlisle
    Oct 6 2025
    October 6, 2025 - Zach chats with Tobias Carlisle of Acquirers Funds. They delve into the themes of risk management and investment strategies as outlined in Carlisle's new book, 'Soldier of Fortune.' They explore Buffett's investment principles, the current market dynamics, and the implications of AI technology on future investments. The discussion highlights the importance of understanding market cycles, recognizing inefficiencies, and the necessity of risk management in navigating today's volatile financial landscape.
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    40 m
  • The Vix Has Our Attention

    The Vix Has Our Attention
    Oct 3 2025
    October 3, 2025 - Zach discusses various aspects of the current market landscape, including insights on the VIX, the challenges facing the U.S. automobile industry, and the ongoing debate about the AI bubble. He emphasizes the importance of understanding market dynamics, the potential of value stocks, and the need for cautious investment strategies in a rapidly changing economic environment.
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    55 m
  • "Rudy Havenstein"

    "Rudy Havenstein"
    Oct 3 2025
    October 3, 2025 - Zach chats with X finance personality "Rudy Havenstein." They delve into the complexities of modern central banking, the influence of social media on economic discourse, and the growing disillusionment with political systems. They discuss wealth inequality, the role of the Federal Reserve in inflation, and the challenges posed by a two-party system that seems out of touch with the needs of the populace. The conversation also touches on antitrust issues, the impact of inflation on society, and the need for infrastructure spending as a solution to economic woes.
    Find more from Rudy here: https://rudy.substack.com/
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    1 h y 17 m
  • We Need a Recession So Bad

    We Need a Recession So Bad
    Oct 2 2025
    October 2, 2025 - Zach discusses the current state of the market, emphasizing its disconnection from reality and the challenges faced by companies like Tesla. He expresses concerns about valuations, the need for a recession, and the consequences of inflated asset prices.
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    32 m
  • The Neutral Rate is HIGH

    The Neutral Rate is HIGH
    Sep 29 2025
    September 29, 2025 - Chase discusses why the neutral rate is so high, plus he breaks down the new tariffs.
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    22 m
  • Government Shutdown?

    Government Shutdown?
    Sep 26 2025
    September 26, 2025 - Chase discusses whether or not we should expect a shutdown, some good data from this week, and a jobs week preview.
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    17 m
  • Growth & Inflation Revised Up

    Growth & Inflation Revised Up
    Sep 25 2025
    September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point.
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    21 m