Épisodes

  • Adapting to a New Market

    Adapting to a New Market
    Jan 23 2026
    January 23, 2026 - Zach and Chase discuss the current state of the market, focusing on investment strategies in metals and commodities, the performance of small caps versus international markets, and the upcoming tech earnings. They delve into the dynamics of short selling, geopolitical risks, and inflation concerns, while also exploring the role of AI in market valuations and the potential of emerging markets. The conversation emphasizes the importance of adapting investment strategies to the changing market landscape.
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    52 min
  • Tech Valuations

    Tech Valuations
    Jan 22 2026
    January 22, 2026 - Zach and Chase discuss the current state of the markets, focusing on recent trends in tech stocks, valuation concerns, and the dynamics of the metals market. They explore the attractiveness of US markets compared to emerging markets, the implications of inflation, and the strategies investors should consider in the current economic climate. The conversation emphasizes the importance of understanding market cycles and the risks associated with investing in overvalued assets.
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    39 min
  • Why Volatility Rewards the Patient Investor

    Why Volatility Rewards the Patient Investor
    Jan 21 2026
    January 21, 2026 - Zach and Chase discuss the current state of the markets, focusing on the volatility and trends observed in January. They delve into the dynamics of global economies, particularly China's economic landscape, and explore investment strategies that emphasize patience and timing. The conversation also highlights the uranium market's potential and the importance of technical analysis in making informed investment decisions.
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    37 min
  • When Metal Prices Reshape Real Estate

    When Metal Prices Reshape Real Estate
    Jan 20 2026
    January 20, 2026 - Zach and Chase discuss the current state of the markets, focusing on the performance of various indices and commodities. They highlight the significant rise in gold and silver prices, attributing it to a combination of supply shortages and increased demand, particularly in the solar industry. The conversation shifts to the implications of rising metal prices on construction costs and commercial real estate, suggesting that the increasing costs could lead to a repurposing of commercial properties into residential spaces.
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    37 min
  • When Great Stocks Feel Uncomfortable

    When Great Stocks Feel Uncomfortable
    Jan 16 2026
    January 16, 2026 - Zach and Chase dive into the recent surge in Micron's stock, reflecting on missed opportunities and the broader implications of the memory market's recovery. They discuss the importance of recognizing market inefficiencies and the challenges of investing in a climate where good deals often feel like traps. The conversation shifts to the performance of major tech stocks like TSMC and Google, emphasizing the need for investors to adapt to a rapidly changing market landscape.
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    1 h et 5 min
  • Markets, Macro, and Geopolitics

    Markets, Macro, and Geopolitics
    Jan 15 2026
    January 15, 2026 - Zach and Chase dive into the latest market trends, focusing on the performance of major indexes and commodities. They discuss the recent fluctuations in oil prices, attributing a significant drop to geopolitical factors, particularly concerning Iran. The conversation highlights the potential for oil prices to stabilize and rise if U.S. production decreases, while also examining the broader implications for the macroeconomic landscape.
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    35 min
  • Is the Global Economy at a Turning Point?

    Is the Global Economy at a Turning Point?
    Jan 14 2026
    January 14, 2026 - Zach and Chase discuss a variety of topics ranging from the cultural impact of Madea films to in-depth analysis of the chemical market and its cyclical nature. They explore the influence of China's manufacturing policies on global chemical production, the current state of market indices, and the implications of economic indicators like PPI and CPI. The conversation also touches on the dynamics of the tech market, particularly the challenges faced by major tech companies, and concludes with a focus on investment strategies in the context of global economic growth.
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    34 min
  • The Dollar, Oil, and Bitcoin

    The Dollar, Oil, and Bitcoin
    Jan 13 2026
    January 13, 2026 - Zach and Chase discuss the current state of the market, focusing on the dynamics of the dollar, oil, and Bitcoin. They explore the correlation between these assets, the volatility in precious metals, and the implications of central bank policies on investment strategies. The conversation also touches on emerging markets and the complexities of the global economy, concluding with insights on potential investment opportunities and market outlooks.
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    28 min