Know Your Risk Podcast

Growth & Inflation Revised Up 25.09.2025 20:39 ↓

September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point. 

Oracle's Debt Raise 24.09.2025 18:40 ↓

September 24, 2025 - Oracle looks to raise $18 Billion in bond sale plus new home sales data. 

Lower Rates = Less Passive? 23.09.2025 33:22 ↓

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 22.09.2025 22:50 ↓

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 18.09.2025 31:30 ↓

September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims. 

Reacting to the Fed Cut 17.09.2025 37:54 ↓

September 17, 2025 - The fed cut rates by a quarter point today. Zach and Chase react. 

The Post-COVID Economy 16.09.2025 28:56 ↓

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 15.09.2025 35:30 ↓

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. 12.09.2025 1:33:09 ↓

September 12, 2025 - Zach sits down with Life Coach Eric Boles of The Game Changers Inc.

Inflation is Rising 11.09.2025 19:33 ↓

September 11, 2025 - Chase has an inflation update and he discusses the deficit. 

Charlie Kirk, China’s Oil Play, and the Solar Surge 10.09.2025 34:32 ↓

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 09.09.2025 32:31 ↓

September 9, 2025 - Zach and Chase discuss a revision to the jobs report, the new iPhone, and position sizing. 

Brad Sarsfield 08.09.2025 1:10:57 ↓

September 8, 2025 - Zach has a discussion about AI with Brad Sarsfield - Microsoft Senior Director, Security AI Research & Development.

Tesla's Farcical Valuation 05.09.2025 45:03 ↓

September 5, 2025 - Zach and Chase take a look at AI, Engery, Tesla, and Gold. 

Jobs Report Preview 04.09.2025 23:38 ↓

September 4, 2025 - Chase previews the jobs report and teaches a lesson on trade location. 

How Long Will Tariffs Last? 03.09.2025 41:40 ↓

September 3rd, 2025 - Zach and Chase take a look at the duration of tariffs, American Eagle, and Google. 

Bad Start to September 02.09.2025 33:30 ↓

September 2, 2025 - Zach and Chase take a look at housing and offshore inflection. 

Chinese Tech vs U.S. Tech 29.08.2025 49:42 ↓

August 29, 2025 - Zach and Chase discuss Chinese tech, inflation, and the markets. 

Shorting the VIX 28.08.2025 33:57 ↓

AUgust 28, 2025 - Zach and Chase discuss Nvidia, American Eagle, and shorting the VIX.

Nvidia Earnings 27.08.2025 43:08 ↓

August 27, 2025 - Zach and Chase discuss Nvidia's earnings, and the power of incentive.

Will the Fed Cut in September? 26.08.2025 36:42 ↓

August 26, 2025 - Zach and Chase discuss potential rate cuts and left tail removal consequences. 

Crypto Smash 26.08.2025 15:18 ↓

August 25, 2025 - Chase takes a look at crypto, services surveys, and inflation. 

Jackson Hole Recap 22.08.2025 20:14 ↓

August 22, 2025 - Chase breaks down everything from Jerome Powell at the Jackson Hole Economic Symposium

Drawdown for Ants 21.08.2025 17:44 ↓

August 21, 2025 - Chase discusses home sales data and capital flows systems. 

Tariff Impact on Exports & Competitiveness 20.08.2025 22:43 ↓

August 20, 2025 - Chase discusses the tariff impact on exports, as well as unemployment and inflation.