Podcast Episodes
Back to Search
AI Spending Is Starting to Move Interest Rates
October 8, 2026 — Artificial-intelligence spending has become so enormous that Zach Abraham and Chase Taylor believe it increasingly belongs in the m…
1 day, 14 hours ago
Inflation Can Shrink the Debt. What Does That Mean for Your Money?
October 7, 2026 — Inflation can reduce the real burden of government debt. But that doesn't make the debt disappear — it changes who bears the cost.
Z…
2 days, 13 hours ago
Oil Is Under $90. Why Is 2027 Pricing Still Climbing?
October 6, 2026 — WTI crude is back below $90, but farther-out oil contracts are still pushing higher. Chase Taylor explains why the futures curve ma…
3 days, 13 hours ago
The 10-Year Is Above 5%. Why Aren’t Stocks Falling?
October 5, 2026 — Treasury yields have surged above 5%, yet major stock indexes are still trading near record highs. Chase Taylor explains why those …
4 days, 13 hours ago
Stocks Were Green. Then the Pros Started Selling.
September 30, 2026 — Stocks spent much of the day higher before selling off sharply into the close. Zach Abraham explains why he pays particular atte…
1 week, 2 days ago
Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet
September 29, 2026 — Interest rates have moved sharply higher, but the stock market still appears remarkably calm. Zach Abraham argues that underneat…
1 week, 3 days ago
Why the AI Winners May Not Be Big Tech
September 28, 2026 — Big Tech is pouring extraordinary amounts of capital into artificial intelligence. But does spending the most money mean capturi…
1 week, 4 days ago
Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up
September 24, 2026 — Stocks finished roughly flat even as Treasury yields surged, oil climbed and the dollar strengthened. Zach Abraham breaks down o…
2 weeks, 1 day ago
The Market Took a Week to React to the Fed
September 23, 2026 — The Federal Reserve raised rates last week, but some of the biggest market reactions may only now be showing up. The 10-year Tre…
2 weeks, 2 days ago
AI Is Turning Big Tech Into a Commodity Business
September 22, 2026 — Big Tech built some of the most profitable businesses in history on network effects, enormous margins and powerful competitive m…
2 weeks, 3 days ago