Podcast Episodes
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Inflation Is Starting to Break the Consumer
August 20, 2026 - Chase Taylor discusses why weakening results from Walmart may be an important warning about the American consumer as inflation cont…
2 weeks ago
The Treasury Just Blinked. Here’s What Comes Next
August 19, 2026 - Chase Taylor discusses the Treasury's unexpected move to increase buybacks of longer-duration bonds and why he believes it sends a …
2 weeks, 1 day ago
The Inflation Problem Nobody Is Watching Yet
August 18, 2026 - Chase Taylor discusses why soaring diesel costs may become a much bigger inflation problem than markets or policymakers are anticip…
2 weeks, 2 days ago
The Iran Risk Markets Aren’t Prepared For
August 17, 2026 - Chase Taylor discusses a risk surrounding Iran and global energy markets that he believes investors may be overlooking: whether Ira…
2 weeks, 3 days ago
The Biggest Investment Opportunity May Be the One You're Ignoring
August 14, 2026 - Zach and Chase discuss why some of the most interesting investment opportunities may be hiding outside today's most crowded trades.…
2 weeks, 6 days ago
Zach Is Turning Bullish… So What Could Go Wrong?
August 13, 2026 - Zach and Chase discuss why the stock market may have room for another leg higher despite many of the risks they've been warning abo…
3 weeks ago
The Most Dangerous Thing an Investor Can Believe
August 12, 2026 - Zach and Chase discuss why one of the most valuable skills in investing may be the willingness to admit when you're wrong—and why p…
3 weeks, 1 day ago
Aviel Ginzburg: What Everyone Is Getting Wrong About the AI Boom
August 12, 2026 - Zach Abraham sits down with tech founder and investor Aviel Ginzburg for a wide-ranging conversation about what investors may be ge…
3 weeks, 1 day ago
The AI Boom Is Running Into a Math Problem
August 11, 2026 - Zach and Chase discuss the increasingly difficult math behind the AI buildout as projected infrastructure spending climbs into the …
3 weeks, 2 days ago
AI Is Financing Its Own Boom
August 10, 2026 – Zach Abraham and Chase Taylor dig into one of the strangest dynamics in the AI buildout: companies helping finance the customers bu…
3 weeks, 3 days ago