Know Your Risk Podcast

They’re Borrowing Against AI Chips. What Could Go Wrong?

November 13, 2026 – The AI buildout depends on chips. Some of its financing depends on those chips holding their value. What happens when better technology, changing dema

Jensen Huang Resigns: What Happens to Nvidia Now?

November 12, 2026 – Jensen Huang resigns, Nvidia sells off, and buyers step into the turbulence. How much of the company’s long-term value depends on the founder who help

Is the Stock Market Now Too Big to Fail?

November 11, 2026 – What happens when the economy becomes so dependent on rising stock prices that letting the market fall becomes politically unbearable? Zach and Chase

Nvidia’s Scandal: Buying Opportunity or Bigger Trouble?

November 10, 2026 – Nvidia’s selloff is making the stock more tempting. But how do you price a scandal when you don’t know what comes next? Zach and Chase debate the inv

Jensen Huang’s Scandal: How Exposed Is Nvidia?

November 9, 2026 — Nvidia sells chips. But how much of its long-term value depends on the person running it? Zach and Chase discuss the investigation involving Jensen Hu

Is the Forced Selling Over?

November 6, 2026 – After a brutal selloff in chips and AI stocks, the question isn’t simply whether prices are lower. It’s whether the selling is finished—and what those

AI Stocks Sink. The Buildout Has a New Problem.

November 5, 2026 – Yesterday’s rally gave way to a sharp selloff, with chipmakers and AI infrastructure stocks taking some of the biggest hits. What changed—and how much

Reacting to the Blue Wave: Is the Market Overreacting?

November 4, 2026 - A blue wave at the ballot box. A rally in stocks. A sharp selloff in oil. How much actually changed overnight? Zach and Chase react to the midterms an

AI Is Spending Big. Will Customers Pay Up?

November 3, 2026 - AI could become part of almost everything we do. But will enough customers pay enough money, soon enough, to justify the enormous investment happening

Are Investors Hiding in the Wrong Stocks?

November 2, 2026 - Investors fleeing the AI selloff are looking for somewhere safe. But what happens when the hiding places are expensive, too? Zach Abraham and Chase Ta

AI Can Win. Your Stocks Can Still Lose.

October 30, 2026 - What if AI changes the world—and the stocks you bought to profit from it still struggle? As technology stocks sell off, Zach Abraham and Chase Taylor

You Buy the Rally. Big Tech Sells More Stock.

October 29, 2026 - Investors want a piece of the AI boom. But how much new stock will they have to absorb to keep funding it? Zach Abraham and Chase Taylor examine a pro

The Theranos Warning Investors Keep Ignoring

October 28, 2026 - A brilliant founder. An impressive board. A compelling story. None of those proves the investment works. Zach Abraham and Chase Taylor revisit Elizabet

AI’s Biggest Threat Might Be Better AI

October 27, 2026 - What if the biggest threat to today’s AI winners isn’t fading demand—but technology getting better? Zach Abraham and Chase Taylor examine how cheaper c

A Brazil ETF Plunged 38%. They Bought.

October 26, 2026 - A political shock sends investors scrambling out of Brazil. Zach Abraham and Chase Taylor see a reason to start buying. Chase describes adding a small

What If We’re Still Early in the AI Boom?

October 23, 2026 - AI stocks have already delivered enormous gains. That doesn’t mean the best evidence points to a top. Zach Abraham and Chase Taylor explain their reluc

The AI Boom’s Next Bill Could Land on Shareholders

October 22, 2026 - The AI buildout can keep going while shareholders pay a growing price. Zach Abraham and Chase Taylor examine Meta’s financing plans and the risk that i

Would Tesla Shareholders Be Funding SpaceX?

October 21, 2026 - A Tesla–SpaceX combination could give investors a bigger growth story. But who would actually be funding it? Zach Abraham and Chase Taylor unpack the m

Could Falling Oil Prices Unleash the Next AI Rally?

October 20, 2026 - The next catalyst for AI stocks might come from the oil market. Chase Taylor explains why an end to the Iran war—and the relief it could bring to energ

AI Can Win. Your AI Stocks Can Still Lose.

October 19, 2026 - Believing AI will change the world is one thing. Knowing which stocks will reward investors is another. Zach Abraham and Chase Taylor explain why they