Offshore capex shift and sector thesis

February 11, 2026 - Zach and Chase discuss the current state of the market, focusing on economic indicators, job numbers, and inflation. They delve into the implications of recent political statements on interest rates and explore new housing legislation aimed at improving the market. The conversation shifts to wealth-building strategies for young investors, emphasizing the importance of long-term planning. They analyze the recent merger between TransOcean and Valaris, highlighting its potential impact on the industry.