Podcast Episodes
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The S&P 500 Isn't What You Think You're Buying
September 3, 2026 — The S&P 500 has long been treated as a simple way to broadly own the U.S. market. But is that still what investors are actually b…
5 hours ago
The AI Data Center Boom Has a Jobs Problem
September 2, 2026 — The AI data-center buildout is accelerating, but what are local communities actually getting in return? Zach Abraham and Chase Ta…
1 day, 3 hours ago
Could Diesel Hit $6? The Strait of Hormuz Problem Is Back
September 1, 2026 — Could diesel prices be headed toward $6? Zach Abraham and Chase Taylor break down the renewed escalation around Iran and the Stra…
2 days, 3 hours ago
Iran Could Take 4 Million Barrels a Day Off the Market
August 31, 2026 — Chase Taylor explains why Iran’s apparent ability to threaten smaller ship-to-ship oil transfers could sharply reduce the volume mo…
2 days, 23 hours ago
Eight Rate Hikes? Why the Fed Has No Good Options Left
August 28, 2026 — Zach Abraham and Chase Taylor discuss Kevin Warsh’s hawkish message, why a traditional Taylor Rule framework could imply as many as…
6 days, 2 hours ago
Gold Miners Just Rallied Nearly 50%. Why They May Still Be Cheap
August 27, 2026 — Gold-mining stocks have rallied nearly 50% from their mid-July lows. Zach Abraham explains why some miners may still offer unusuall…
6 days, 23 hours ago
AI Can Change the World—and Still Become a Bubble
August 26, 2026 - Zach Abraham and Chase Taylor discuss why revolutionary technologies can still produce enormous investment bubbles—and why the unpr…
1 week, 1 day ago
One of Wall Street’s Greatest Investors Just Sounded the Alarm
August 25, 2026 - Chase Taylor discusses billionaire investor Stanley Druckenmiller's public criticism of recent Treasury policy—and why Chase believ…
1 week, 2 days ago
The Government Is About to Change the Bond Market
August 24, 2026 - Zach Abraham and Chase Taylor discuss what increasingly aggressive Treasury intervention in the bond market could mean for interest…
1 week, 3 days ago
America Has a Much Bigger Problem Than Interest Rates
August 21, 2026 - Zach Abraham and Chase Taylor discuss why the Treasury's increasingly visible concern about long-term interest rates may be exposin…
1 week, 6 days ago