Podcast Episodes
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This Isn’t an Oil Shock—It’s Something Worse
April 29, 2026 - Zach and Chase break down why the current energy situation is fundamentally different from past oil shocks—and why the market may st…
4 months ago
The Market Doesn’t Understand Compounding Risk
April 28, 2026 - Zach and Chase break down why investors consistently misjudge compounding—both in markets and in macro risk. They discuss Paul Tudor…
4 months, 1 week ago
The Market Is Playing the Wrong Game
April 27, 2026 - Zach and Chase break down why the market may be misreading one of the most important macro events in years. They discuss the ongoing…
4 months, 1 week ago
The Setup Nobody Believes Is Happening
April 24, 2026 - Zach and Chase break down a market hitting new highs while consumer confidence collapses to record lows, and why that disconnect may…
4 months, 1 week ago
The Problem Isn’t Solved—It’s Starting
April 23, 2026 - Zach and Chase break down the growing disconnect between rising oil prices and a stock market that continues to shrug off geopolitic…
4 months, 1 week ago
Kuppy: Oil, War, and the Future of Markets
April 23, 2026 - Zach and Chase are joined by Harris “Kuppy” Kupperman of Praetorian Capital to break down the geopolitical crisis in the Middle East…
4 months, 1 week ago
Oil Is Rising—So Why Are Stocks Too?
April 2, 2026 - Zach and Chase discuss the strange disconnect between rising oil, record-high equities, and a market that appears to be ignoring infl…
4 months, 1 week ago
Ceasefire… But Nothing’s Actually Fixed
April 21, 2026 - Zach and Chase discuss the collapse of Iran negotiations, the extension of a fragile ceasefire, and why the closure of the Strait of…
4 months, 2 weeks ago
Oil Markets Are Ignoring Reality
April 20, 2026 - Zach and Chase discuss the growing disconnect between oil prices and geopolitical reality, the ongoing closure of the Strait of Horm…
4 months, 2 weeks ago
Something Different Is Happening
April 2, 2026 - Zach and Chase examine the unusual dynamics across markets, from Iran’s geopolitical impact on oil to broader shifts in equities and …
4 months, 2 weeks ago