Episode Details

September 4, 2026 — Could Nvidia really become a $10 trillion company? Maybe. But Zach Abraham and Chase Taylor argue that's not the only question investors should be asking. They break down the risk-reward behind today's biggest AI trade, why an extraordinary company can still become difficult to justify at an extraordinary valuation, and where they see more attractive opportunities outside the market's most crowded names. Zach and Chase also discuss a surprisingly strong jobs report and what it means for the Fed, record seasonal gasoline and diesel prices, improving Chinese oil-demand signals, and why the traditional 60/40 portfolio may have been built for an economic regime that no longer exists. Schedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com