Know Your Risk Podcast

Know Your Risk Radio
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Oct 3, 2025 • 55min

The Vix Has Our Attention

October 3, 2025 - Zach discusses various aspects of the current market landscape, including insights on the VIX, the challenges facing the U.S. automobile industry, and the ongoing debate about the AI bubble. He emphasizes the importance of understanding market dynamics, the potential of value stocks, and the need for cautious investment strategies in a rapidly changing economic environment.
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Oct 3, 2025 • 1h 17min

"Rudy Havenstein"

October 3, 2025 - Zach chats with X finance personality "Rudy Havenstein." They delve into the complexities of modern central banking, the influence of social media on economic discourse, and the growing disillusionment with political systems. They discuss wealth inequality, the role of the Federal Reserve in inflation, and the challenges posed by a two-party system that seems out of touch with the needs of the populace. The conversation also touches on antitrust issues, the impact of inflation on society, and the need for infrastructure spending as a solution to economic woes.Find more from Rudy here: https://rudy.substack.com/
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Oct 2, 2025 • 32min

We Need a Recession So Bad

October 2, 2025 - Zach discusses the current state of the market, emphasizing its disconnection from reality and the challenges faced by companies like Tesla. He expresses concerns about valuations, the need for a recession, and the consequences of inflated asset prices.
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Sep 29, 2025 • 22min

The Neutral Rate is HIGH

September 29, 2025 - Chase discusses why the neutral rate is so high, plus he breaks down the new tariffs.
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Sep 26, 2025 • 17min

Government Shutdown?

September 26, 2025 - Chase discusses whether or not we should expect a shutdown, some good data from this week, and a jobs week preview.
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Sep 25, 2025 • 21min

Growth & Inflation Revised Up

September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point.
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Sep 24, 2025 • 19min

Oracle's Debt Raise

September 24, 2025 - Oracle looks to raise $18 Billion in bond sale plus new home sales data.
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Sep 23, 2025 • 33min

Lower Rates = Less Passive?

September 23, 2025 - Zach and Chase look into how the markets have reacted to lower rates and they get into some of the political nonsense.
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Sep 22, 2025 • 23min

Incestuous AI Capex

September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.
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Sep 18, 2025 • 32min

The Nvidia/Intel Deal

September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims.

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