The AI Bear Case Just Got Much Harder
from Know Your Risk Podcast Hosted by Know Your Risk Radio
August 6, 2026 – Has the AI debate reached a turning point? Zach Abraham and Chase Taylor revisit one of their biggest investing themes after hearing a compelling counterargument from venture capitalist Gavin Baker. They discuss why the AI buildout may be more durable than skeptics expected, whether capital spending is actually creating long-term value, rising Treasury yields, oil's rebound, and why changing your mind when the facts change is a strength—not a weakness.
Embed this episode
No transcript yet.
Similar episodes
Frequently asked questions
How long is this episode of Know Your Risk Podcast?
This episode is 45 minutes long.
When was this Know Your Risk Podcast episode published?
This episode was published on August 7, 2026.
Can I download this Know Your Risk Podcast episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.