Podcast Index

Podcasts

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Know Your Risk Podcast

Business

Know Your Risk Podcast

Know Your Risk Radio

AI Is Starting to Break Balance Sheets

July 09, 2026 5:25pm 12 min

July 9, 2026 – AI investment continues to accelerate, but the cost of competing may be rising faster than investors realize. Chase explains why massive AI capital spending is putting pressure on corporate balance sheets,...

We Don’t Put Oil in the Gas Tank

July 08, 2026 5:00pm 20 min

July 8, 2026 – Oil is moving again, but Chase explains why crude prices may still be the wrong thing to watch. With gasoline and diesel prices remaining elevated, crack spreads surging, and tensions in the Strait of Horm...

The Next Big Market Disagreement

July 07, 2026 4:49pm 24 min

July 7, 2026 – Chase breaks down why he believes Wall Street may be getting one of the market's biggest stories wrong. He explains why SpaceX's valuation could face much tougher challenges than investors expect, discusse...

One Stock Just Changed the Story

July 06, 2026 5:19pm 22 min

July 6, 2026 – Chase breaks down today's market rally, why the leadership underneath the surface may be more important than the headlines, what Rivian's surprise capital raise could mean for investors, and why software, ...

Building AI Was the Easy Part

July 02, 2026 6:50pm 17 min

July 2, 2026 – The AI story is evolving. Chase explains why the next phase won't be about building the biggest models, but about making AI cheaper, more practical, and commercially viable. He also covers today's market a...

You Can't Defend Everything

July 01, 2026 5:25pm 43 min

July 1, 2026 – You don't have to agree with someone 100% to support them. In this episode, Zach explains why he believes one of the biggest mistakes in today's energy debate is blaming the wrong people for high gasoline ...

Why Isn’t Gas Getting Cheaper?

June 30, 2026 5:11pm 24 min

June 30, 2026 – Oil prices have fallen, but gasoline and refined product prices are telling a different story. Chase explains why the market may be focusing too much on crude oil and not enough on refining capacity, crac...

Why Isn't The Market Listening?

June 29, 2026 5:07pm 1:06

June 29, 2026 – Stocks are rallying, oil is falling, and investors are celebrating another ceasefire. But what if the market isn't responding to fundamentals at all? Zach and Chase discuss why today's price action may be...

Brent Johnson on the Future of the U.S. Dollar

June 26, 2026 4:19pm 57 min

June 26, 2026 – Zach and Chase are joined by Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, for a wide-ranging conversation on the forces shaping the global economy. Brent explains why...

AI's Biggest Problem Isn't AI

June 25, 2026 4:34pm 46 min

June 25, 2026 - AI investment continues at a historic pace, but the biggest question isn't whether the technology works—it's whether anyone will pay for it. Zach and Chase discuss the growing disconnect between AI spendi...

The Market Erased The Entire War

June 24, 2026 3:42pm 49 min

June 24, 2026 - The war happened. The oil was lost. And yet the market is acting as if none of it ever occurred. Zach and Chase conduct a rare real-time postmortem on one of their biggest macro trades, discussing what th...

The Cracks Are Starting to Show

June 23, 2026 4:08pm 43 min

June 23, 2026 - AI stocks are rolling over, the dollar is surging, gold is breaking down, and even SpaceX is struggling to hold its IPO price. Zach and Chase discuss why markets may be facing a growing liquidity problem,...

This Cycle Taught Investors All The Wrong Lessons

June 22, 2026 4:22pm 51 min

June 22, 2026 - Zach and Chase discuss the dramatic collapse in SpaceX shares, why valuation still matters, and how this market cycle may have conditioned investors to ignore risk. They break down IPO speculation, AI-era...

The Dumbest Market We've Ever Seen?

June 18, 2026 4:03pm 38 min

June 18, 2026 - Zach and Chase break down another rally toward all-time highs, the continued collapse in oil prices, SpaceX's post-IPO volatility, AI-driven market leadership, and why the current market may be ignoring t...

The Fed Just Changed Everything

June 17, 2026 4:36pm 41 min

June 17, 2026 - Zach and Chase break down Kevin Warsh's first day as Fed Chair, the sharp move in bond yields, and what a less predictable Federal Reserve could mean for investors. They discuss forward guidance, market v...

The Deal Is Done. Now What?

June 16, 2026 4:58pm 50 min

June 16, 2026 - Zach and Chase react to the newly announced Middle East deal, the collapse in oil prices, and why the market may be celebrating too quickly. They discuss the reopening of global energy flows, record inven...

The Deal That Changes Everything

June 15, 2026 4:29pm 42 min

June 15, 2026 - Zach and Chase break down the newly announced Middle East deal, what sanctions relief could mean for Iran, and why the market's reaction may not match the underlying oil math. They discuss inventory losse...

Nobody Has an Answer for This

June 12, 2026 3:16pm 49 min

June 12, 2026 - Zach and Chase tackle one of the most difficult questions in economics: how do you address growing debt, deficits, and wealth concentration without breaking the incentives that drive growth and innovation...

Make Them Prove It

June 11, 2026 4:47pm 18 min

June 11, 2026 - Chase discusses the latest “imminent” peace deal headlines, why oil markets may still need proof before accepting the Strait is truly reopening, and how much damage may already be baked into global invent...

The Market Is Exhausting for a Reason

June 10, 2026 5:30pm 43 min

June 10, 2026 - Zach and Chase discuss why this market feels increasingly disconnected from fundamentals, and why investors are being forced to react to headlines instead of underlying reality. They break down the latest...

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