Podcast Episodes
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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…
1 month, 4 weeks ago
AI Is Making Money...Just Not Where You Think
August 7, 2026 – AI is generating enormous amounts of revenue—but Zach Abraham and Chase Taylor argue investors may be confusing the money being made…
2 months ago
The AI Bear Case Just Got Much Harder
August 6, 2026 – Has the AI debate reached a turning point? Zach Abraham and Chase Taylor revisit one of their biggest investing themes after hearing…
2 months ago
The Biggest Investing Mistake Might Be Your Own Conviction
August 5, 2026 – One of the most dangerous investing mistakes isn't believing someone else—it's believing yourself too much. Flying solo, Zach Abraha…
2 months ago
The Headlines Changed. Reality Didn't.
August 4, 2026 – Stocks pushed to fresh highs as investors embraced optimism around the Middle East, falling oil prices, and lower Treasury yields. B…
2 months ago
This Might Be the Dumbest Market We've Ever Seen
August 3, 2026 – Markets continue climbing even as long-term Treasury yields remain elevated, geopolitical risks persist, and investors pour even mor…
2 months ago
The AI Bubble Has a Bigger Problem Than Valuations
July 31, 2026 – Amazon's earnings, Apple's selloff, soaring Treasury yields, and AI spending continue to send conflicting signals across the market. …
2 months, 1 week ago
Microsoft Just Changed the AI Math
July 30, 2026 – Microsoft surged after earnings, Amazon rallied, Meta stumbled, and the market celebrated another wave of AI optimism. But beneath th…
2 months, 1 week ago
The Bond Market Just Took Control
July 29, 2026 – Zach Abraham and Chase Taylor break down the latest Federal Reserve meeting, why rising long-term Treasury yields may be doing the Fe…
2 months, 1 week ago
What If AI Is Really a Real Estate Cycle?
July 28, 2026 – Zach Abraham and Chase Taylor examine a different way to understand the AI boom: not simply as a technology cycle, but as a debt-fina…
2 months, 1 week ago