Nobody Believes the Numbers Yet - Know Your Risk Podcast ...

What this episode covers

May 27, 2026 - Zach goes solo to break down why the current energy setup may be one of the clearest value-with-a-catalyst opportunities he’s seen since the GameStop short squeeze and the 2021–2022 energy trade. He explains why investors continue crowding into AI and semiconductor momentum while largely ignoring what he believes are historically undervalued energy producers sitting in front of a major supply shortage. Zach also discusses oil inventories, SPR math, China’s strategic reserves, valuation discipline, value investing psychology, and why the best trades often feel the hardest to own in real time.

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Frequently Asked Questions

How long is this episode of Know Your Risk Podcast?

This episode is 48 minutes long.

When was this Know Your Risk Podcast episode published?

This episode was published on May 27, 2026.

What is this episode about?

May 27, 2026 - Zach goes solo to break down why the current energy setup may be one of the clearest value-with-a-catalyst opportunities he’s seen since the GameStop short squeeze and the 2021–2022 energy trade. He explains why investors continue...

Can I download this Know Your Risk Podcast episode?

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