All Episodes
Know Your Risk Podcast — 106 episodes
Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows
Why a Middle-Class Life Costs So Much More Now
Oil Is Falling While the War Continues. What Is the Market Pricing In?
The Fed Just Hiked. The Refinancing Pain Is Just Starting
The 10-Year Just Hit 5%. What Breaks First?
AI Agents Built Their Own Secret Chat Room. No One Programmed Them To.
Saudi Arabia Begged Trump to Bomb the Houthis. He Refused.
Oil Just Beat Every AI Stock This Year — And It's About to Cost You More
Without AI Spending, US Growth Might Already Be Negative
Could Gold Hit $10,000? Why This Inflation Cycle May Have Years Left
Nvidia to $10 Trillion? The Risk-Reward Doesn't Add Up
The S&P 500 Isn't What You Think You're Buying
The AI Data Center Boom Has a Jobs Problem
Could Diesel Hit $6? The Strait of Hormuz Problem Is Back
Iran Could Take 4 Million Barrels a Day Off the Market
Eight Rate Hikes? Why the Fed Has No Good Options Left
Gold Miners Just Rallied Nearly 50%. Why They May Still Be Cheap
AI Can Change the World—and Still Become a Bubble
One of Wall Street’s Greatest Investors Just Sounded the Alarm
The Government Is About to Change the Bond Market
America Has a Much Bigger Problem Than Interest Rates
Inflation Is Starting to Break the Consumer
The Treasury Just Blinked. Here’s What Comes Next
The Inflation Problem Nobody Is Watching Yet
The Iran Risk Markets Aren’t Prepared For
The Biggest Investment Opportunity May Be the One You're Ignoring
Zach Is Turning Bullish… So What Could Go Wrong?
The Most Dangerous Thing an Investor Can Believe
Aviel Ginzburg: What Everyone Is Getting Wrong About the AI Boom
The AI Boom Is Running Into a Math Problem
AI Is Financing Its Own Boom
AI Is Making Money...Just Not Where You Think
The AI Bear Case Just Got Much Harder
The Biggest Investing Mistake Might Be Your Own Conviction
The Headlines Changed. Reality Didn't.
This Might Be the Dumbest Market We've Ever Seen
The AI Bubble Has a Bigger Problem Than Valuations
Microsoft Just Changed the AI Math
The Bond Market Just Took Control
What If AI Is Really a Real Estate Cycle?
The Oil Market Just Flipped the Script
Why Doesn't This Market Care?
The Market Feels Tilted in the Wrong Direction
The Market's Biggest Divergence Just Got Bigger
The Market Is Sending Mixed Signals… Should Investors Be Worried?
The Oil Market Still Isn't Panicking
What If Iran Doesn’t Stop When We Do?
The Risk Markets Refuse to Price
This Bubble Isn't Like the Others
What If a Recession Is the Answer?
Oil Didn't Break the Market
Inflation Is Changing How People Live
AI Is Starting to Break Balance Sheets
We Don’t Put Oil in the Gas Tank
The Next Big Market Disagreement
One Stock Just Changed the Story
Building AI Was the Easy Part
You Can't Defend Everything
Why Isn’t Gas Getting Cheaper?
Why Isn't The Market Listening?
Brent Johnson on the Future of the U.S. Dollar
AI's Biggest Problem Isn't AI
The Market Erased The Entire War
The Cracks Are Starting to Show
This Cycle Taught Investors All The Wrong Lessons
The Dumbest Market We've Ever Seen?
The Fed Just Changed Everything
The Deal Is Done. Now What?
The Deal That Changes Everything
Nobody Has an Answer for This
Make Them Prove It
The Market Is Exhausting for a Reason
The Blow-Off Top Theory
Nothing Matters Until This Is Over
How the Turn Tables
The Deal Nobody Is Talking About
The Clicks Are Lying
The Price Is Wrong
The Market Still Doesn't Get It
Everyone Gave Up at the Wrong Time
Nobody Believes the Numbers Yet
This Feels Like the Final Stage
Nobody Wants to Admit What Happens Next
Why Does the Market Think This is Temporary?
The Market Keeps Falling for the Same Headline
The Market Thinks This Ends Cleanly
The Pressure Is Building Faster Than Markets Realize
Josh Young: How Long Before the Oil System Breaks?
The Dollar Spike Is Creating Massive Opportunities
The Market Still Doesn’t Get the Energy Crisis
The Market Is Addicted to Asset Prices
The Tank Is Getting Closer to Empty
The Delay Is the Danger
Markets Are Trading on Fantasy
You're Being Lied To
The “Deal” Might Be Worse Than the Crisis
The Market Is Ignoring What Happens Next
The Market Still Doesn’t Get It
The Market Is Ignoring a Chain Reaction
Markets Are Rallying… But Nothing Makes Sense
This Isn’t an Oil Shock—It’s Something Worse
The Market Doesn’t Understand Compounding Risk
Daily Dots - March 3, 2025
Know Your Risk Radio - February 28, 2025
Daily Dots - March 3, 2025
Know Your Risk Radio - February 8, 2025