Podcast Episodes
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The True Cost of Living
December 1, 2025 - Zach and Chase discuss various economic topics, including market performance, the poverty line debate, the rising costs of living…
3 months ago
The Markets Have AI All Wrong
November 26, 2025 - Zach and Chase discuss the competitive landscape of AI and automation between America and China. He highlights the significant ad…
3 months ago
Nvidia Is Dominating
November 25, 2025 - Zach and Chase delve into the dynamics of equity markets, focusing on Nvidia's market position and the potential impact of compet…
3 months, 1 week ago
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 ch…
3 months, 1 week 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…
3 months, 1 week 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 an…
3 months, 2 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 includin…
3 months, 2 weeks 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…
3 months, 2 weeks 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 v…
3 months, 2 weeks 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 Nvid…
3 months, 2 weeks ago