# chase discuss (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover chase discuss. Page: Feed: --- ## [Inflation Is Starting to Break the Consumer](https://www.spreaker.com/episode/inflation-is-starting-to-break-the-consumer--74417266) _2026-08-20 · Know Your Risk Podcast_ August 20, 2026 - Chase Taylor discusses why weakening results from Walmart may be an important warning about the American consumer as inflation continues to erode real purchasing power. Chase also examines the rapid reversal of the Treasury's bond-market intervention, rising oil and agricultural prices, why he believes policymakers may eventually be forced toward a larger liquidity response, the… [Listen](https://api.spreaker.com/download/episode/74417266/kyr_podcast_8_20.mp3) ## [The Treasury Just Blinked. Here’s What Comes Next](https://www.spreaker.com/episode/the-treasury-just-blinked-here-s-what-comes-next--74341371) _2026-08-19 · Know Your Risk Podcast_ August 19, 2026 - Chase Taylor discusses the Treasury's unexpected move to increase buybacks of longer-duration bonds and why he believes it sends a much bigger signal than the size of the program itself. Chase explains why policymakers may be moving toward suppressing long-term yields, what that could mean for the dollar, inflation and precious metals, and why today's relatively small… [Listen](https://api.spreaker.com/download/episode/74341371/kyr_podcast_8_19.mp3) ## [The Inflation Problem Nobody Is Watching Yet](https://www.spreaker.com/episode/the-inflation-problem-nobody-is-watching-yet--74275880) _2026-08-18 · Know Your Risk Podcast_ August 18, 2026 - Chase Taylor discusses why soaring diesel costs may become a much bigger inflation problem than markets or policymakers are anticipating. He explains how diesel flows through transportation, agriculture, construction, home services and supply chains—and why rising freight costs could eventually show up in prices far beyond the gas station. Chase also examines pressure from oil… [Listen](https://api.spreaker.com/download/episode/74275880/kyr_podcast_8_18.mp3) ## [The Iran Risk Markets Aren’t Prepared For](https://www.spreaker.com/episode/the-iran-risk-markets-aren-t-prepared-for--74227785) _2026-08-17 · Know Your Risk Podcast_ August 17, 2026 - Chase Taylor discusses a risk surrounding Iran and global energy markets that he believes investors may be overlooking: whether Iran could attempt to break the blockade through force as economic pressure continues to build. Chase also examines oil's latest breakout, rising long-term Treasury yields, deteriorating Chinese economic data, the potential for Chinese stimulus, and the… [Listen](https://api.spreaker.com/download/episode/74227785/kyr_podcast_8_17.mp3) ## [The Biggest Investment Opportunity May Be the One You're Ignoring](https://www.spreaker.com/episode/the-biggest-investment-opportunity-may-be-the-one-you-re-ignoring--74013654) _2026-08-14 · Know Your Risk Podcast_ August 14, 2026 - Zach and Chase discuss why some of the most interesting investment opportunities may be hiding outside today's most crowded trades. They explore the enormous demographic shift created by an aging population, second- and third-order effects from GLP-1 drugs, healthcare and medical technology, and why powerful macro trends can matter more than chasing whatever is currently making… [Listen](https://api.spreaker.com/download/episode/74013654/kyr_podcast_8_14.mp3) ## [Zach Is Turning Bullish… So What Could Go Wrong?](https://www.spreaker.com/episode/zach-is-turning-bullish-so-what-could-go-wrong--73941845) _2026-08-13 · Know Your Risk Podcast_ August 13, 2026 - Zach and Chase discuss why the stock market may have room for another leg higher despite many of the risks they've been warning about—and what could derail it. They break down cooling inflation data, the possibility that inflation returns, surprising performance beneath the surface of the AI trade, hyperscaler spending, China's increasingly competitive industrial economy, and an… [Listen](https://api.spreaker.com/download/episode/73941845/kyr_podcast_8_13.mp3) ## [The Most Dangerous Thing an Investor Can Believe](https://www.spreaker.com/episode/the-most-dangerous-thing-an-investor-can-believe--73871275) _2026-08-12 · Know Your Risk Podcast_ August 12, 2026 - Zach and Chase discuss why one of the most valuable skills in investing may be the willingness to admit when you're wrong—and why political identity, ideology and confirmation bias can make that increasingly difficult. They also break down the latest developments around Iran and the Strait of Hormuz, why a prolonged stalemate could actually increase Iran's incentive to escalate,… [Listen](https://api.spreaker.com/download/episode/73871275/kyr_podcast_8_12_2.mp3) ## [Aviel Ginzburg: What Everyone Is Getting Wrong About the AI Boom](https://www.spreaker.com/episode/aviel-ginzburg-what-everyone-is-getting-wrong-about-the-ai-boom--73866724) _2026-08-12 · Know Your Risk Podcast_ August 12, 2026 - Zach Abraham sits down with tech founder and investor Aviel Ginzburg for a wide-ranging conversation about what investors may be getting wrong about artificial intelligence. Aviel explains why AI can simultaneously produce a massive financial bubble and a genuine technological revolution, where he sees the biggest bottlenecks and opportunities, why billion-dollar AI investments… [Listen](https://api.spreaker.com/download/episode/73866724/kyr_podcast_8_12.mp3) ## [The AI Boom Is Running Into a Math Problem](https://www.spreaker.com/episode/the-ai-boom-is-running-into-a-math-problem--73829817) _2026-08-11 · Know Your Risk Podcast_ August 11, 2026 - Zach and Chase discuss the increasingly difficult math behind the AI buildout as projected infrastructure spending climbs into the trillions, while the productivity gains needed to justify that investment remain far less obvious. They also break down escalating attacks on global oil infrastructure, why Iran may be content to let the current standoff drag on, tomorrow's… [Listen](https://api.spreaker.com/download/episode/73829817/kyr_podcast_8_11.mp3) ## [AI Is Financing Its Own Boom](https://www.spreaker.com/episode/ai-is-financing-its-own-boom--73778486) _2026-08-10 · Know Your Risk Podcast_ August 10, 2026 – Zach Abraham and Chase Taylor dig into one of the strangest dynamics in the AI buildout: companies helping finance the customers buying their own products. They discuss Nvidia’s reported push toward a massive financing structure, why real AI demand can coexist with serious questions about capital scarcity and return on investment, and why Zach is willing to reconsider parts of… [Listen](https://api.spreaker.com/download/episode/73778486/kyr_podcast_8_10.mp3) ## [Trade Smarter With IBKR (Sponsored)](https://crawlproof.com/a/5D6tnf9XtbUD) _2026-08-10 · **Sponsored**_ Join Interactive Brokers through a referral and access low-cost global trading. ## [AI Is Making Money...Just Not Where You Think](https://www.spreaker.com/episode/ai-is-making-money-just-not-where-you-think--73638931) _2026-08-07 · Know Your Risk Podcast_ August 7, 2026 – AI is generating enormous amounts of revenue—but Zach Abraham and Chase Taylor argue investors may be confusing the money being made building AI with the money ultimately generated using it. They revisit the AI bull case, the extraordinary capital spending behind the buildout, and why the companies selling the picks and shovels may be telling a very different story from the… [Listen](https://api.spreaker.com/download/episode/73638931/kyr_podcast_8_7.mp3) ## [The AI Bear Case Just Got Much Harder](https://www.spreaker.com/episode/the-ai-bear-case-just-got-much-harder--73583341) _2026-08-07 · Know Your Risk Podcast_ 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… [Listen](https://api.spreaker.com/download/episode/73583341/kyr_podcast_8_6.mp3)