Podcast Episodes
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Google's AI Future
November 24, 2025 - Zach discusses the significant mispricing of Google in the market, particularly in relation to its innovations like Waymo. He challenges the notion of market efficiency by highli…
Published on 2 weeks, 2 days ago
The Risks of Overly Optimistic Forecasts
November 20, 2025 - Zach and Chase delve into the importance of grounding future predictions in reality, particularly in the context of asset pricing and market behavior. It highlights the risks of o…
Published on 2 weeks, 6 days ago
This Irrational and Misleading Market
November 19 2025 - Zach expresses his strong skepticism about the current state of the market, particularly focusing on Nvidia's stock performance and growth projections. He highlights the disconnect…
Published on 3 weeks ago
Nvidia Earnings and Stim Checks
November 18, 2025 - Zach and Chase discuss their trading philosophies, market sentiment, and the current state of various investment sectors including AI, government stimulus, and cryptocurrency. The…
Published on 3 weeks, 1 day ago
A Bubble in the Tech Sector?
November 17, 2025 - Zach and Chase discuss various themes including ghost stories, market vulnerabilities, AI bubbles, investment strategies, and the importance of diversification. They delve into th…
Published on 3 weeks, 2 days ago
Energy Trends and Their Market Impact
November 14, 2025 - Chase provides a comprehensive analysis of the current market conditions, highlighting significant volatility and trends across various sectors, including energy, commodities, and…
Published on 3 weeks, 5 days ago
The Future of AI Funding
November 13, 2025 - Chase delves into the recent financial maneuvers in the AI sector, particularly focusing on Masayoshi Son's decision to sell Nvidia shares to fund OpenAI. This shift raises questi…
Published on 3 weeks, 6 days ago
Exploring the 50-Year Mortgage
November 11, 2025 - Zach discusses the ongoing challenges in the marketplace and emphasizes the importance of understanding how these issues will be addressed in the future. He highlights that the m…
Published on 4 weeks, 1 day ago
50-Year Mortgages Could Lead to a Housing Boom
November 10, 2025 - Zach discusses the implications of 50-year mortgages on the housing market, the potential benefits of a recession in addressing economic issues, and the political dynamics surroun…
Published on 1 month ago
Good Investing Rules to Follow
November 7, 2025 - Zach and Chase discuss the intricacies of investing, particularly focusing on the importance of understanding valuations and the associated risks. They emphasize the need to someti…
Published on 1 month ago