Best Bulwark Capital Management Podcasts (2025)

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Tony Greer 1:03:29

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3d ago1:03:29

1:03:29

December 5, 2025 - Tony Greer shares his insights on the current macroeconomic landscape, emphasizing the importance of diversifying investments beyond traditional U.S. markets. He discusses the resurgence of commodities and precious metals, highlighting their potential as key investment areas. Greer also reflects on his personal journey in trading…

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Tesla's Perplexing Valuation 24:26

4d ago24:26

24:26

December 4, 2025 - Zach and Chase discuss the current state of the market, focusing on key indices and individual stocks like Tesla. They delve into the implications of manufacturing and energy policies in the U.S., the importance of education and workforce development, and the evolving role of AI in education. The conversation also touches on glob…

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Today Was Fun 18:02

5d ago18:02

18:02

December 3, 2025 - Zach and Chase discuss the current state of the market, highlighting significant movements in various sectors, consumer behavior, and the implications of economic indicators. They delve into the performance of retail stocks, the resilience of consumers amidst inflation, and the importance of valuation in investment decisions. The…

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Is Bitcoin Real Money? 58:06

6d ago58:06

58:06

December 2, 2025 - Zach and Chase discuss the current state of the market, focusing on key metrics such as the S&P, VIX, and Bitcoin. They delve into the implications of volatility, the importance of technical analysis, and the balance between fundamentals and technicals in investing. The conversation also touches on the role of retail investors, t…

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The True Cost of Living 50:50

7d ago50:50

50:50

December 1, 2025 - Zach and Chase discuss various economic topics, including market performance, the poverty line debate, the rising costs of living, and the implications of inflation on families. They explore the challenges of childcare costs, housing affordability, and consumer confidence, while also addressing the political and cultural shifts r…

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The Markets Have AI All Wrong 48:04

12d ago48:04

48:04

November 26, 2025 - Zach and Chase discuss the competitive landscape of AI and automation between America and China. He highlights the significant advantages China holds in robotics and automation, suggesting that America's perception of being the primary winner in AI may be misguided. The discussion delves into the implications of these technologi…

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Nvidia Is Dominating 25:40

13d ago25:40

25:40

November 25, 2025 - Zach and Chase delve into the dynamics of equity markets, focusing on Nvidia's market position and the potential impact of competition on its stock valuation. Zach emphasizes the importance of understanding what is priced into equities and how emerging competition could affect Nvidia's margins and market share.…

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Google's AI Future 34:29

14d ago34:29

34:29

November 24, 2025 - Zach discusses the significant mispricing of Google in the market, particularly in relation to its innovations like Waymo. He challenges the notion of market efficiency by highlighting how major advancements are often overlooked by analysts and media, suggesting a disconnect between actual value and market perception.…

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The Risks of Overly Optimistic Forecasts 35:37

18d ago35:37

35:37

November 20, 2025 - Zach and Chase delve into the importance of grounding future predictions in reality, particularly in the context of asset pricing and market behavior. It highlights the risks of overly optimistic forecasts that ignore economic fundamentals, leading to significant market corrections.…

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This Irrational and Misleading Market 41:43

19d ago41:43

41:43

November 19 2025 - Zach expresses his strong skepticism about the current state of the market, particularly focusing on Nvidia's stock performance and growth projections. He highlights the disconnect between market reactions and actual company performance, emphasizing a critical view of revenue growth expectations.…

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Nvidia Earnings and Stim Checks 56:17

20d ago56:17

56:17

November 18, 2025 - Zach and Chase discuss their trading philosophies, market sentiment, and the current state of various investment sectors including AI, government stimulus, and cryptocurrency. They analyze market indices, share insights on personal trading strategies, and explore the implications of government policies on the economy. The conver…

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A Bubble in the Tech Sector? 38:34

21d ago38:34

38:34

November 17, 2025 - Zach and Chase discuss various themes including ghost stories, market vulnerabilities, AI bubbles, investment strategies, and the importance of diversification. They delve into the current market trends, the significance of hedging, and the dynamics of global markets.By Know Your Risk Radio

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Energy Trends and Their Market Impact 15:07

24d ago15:07

15:07

November 14, 2025 - Chase provides a comprehensive analysis of the current market conditions, highlighting significant volatility and trends across various sectors, including energy, commodities, and technology. He discusses the implications of quality stocks underperforming, the evolving sentiment around AI investments, and the rising bond volatil…

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The Future of AI Funding 20:40

25d ago20:40

20:40

November 13, 2025 - Chase delves into the recent financial maneuvers in the AI sector, particularly focusing on Masayoshi Son's decision to sell Nvidia shares to fund OpenAI. This shift raises questions about the sustainability of funding in AI and the implications of such financial strategies on the industry.…

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Exploring the 50-Year Mortgage 36:43

27d ago36:43

36:43

November 11, 2025 - Zach discusses the ongoing challenges in the marketplace and emphasizes the importance of understanding how these issues will be addressed in the future. He highlights that the market is not done facing problems, and the approach to tackling them will evolve rather than cease.By Know Your Risk Radio

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50-Year Mortgages Could Lead to a Housing Boom 40:48

28d ago40:48

40:48

November 10, 2025 - Zach discusses the implications of 50-year mortgages on the housing market, the potential benefits of a recession in addressing economic issues, and the political dynamics surrounding the cost of living. He emphasizes the need to focus on structural issues rather than merely stimulating demand to effectively tackle the rising co…

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Good Investing Rules to Follow 38:31

1M ago38:31

38:31

November 7, 2025 - Zach and Chase discuss the intricacies of investing, particularly focusing on the importance of understanding valuations and the associated risks. They emphasize the need to sometimes overlook risks when valuations are extreme and to think financially about asset performance. Zach shares insights on how to assess risk in asset ma…

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AI Sector Shows Downturn 31:57

1M ago31:57

31:57

November 6, 2025 - Zach and Chase discuss the current state of the market, focusing on index performance and the volatility in the AI sector. They analyze the recent downturn in AI stocks, the implications of financing trends, and the competitive landscape between the US and China in technology. The conversation also touches on the challenges faced…

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What if the Tariffs Get Repealed? 59:20

1M ago59:20

59:20

November 5, 2025 - Zach and Chase discuss the implications of tariffs on the market, the current economic data indicating job growth, and the ongoing cost of living crisis affecting many Americans. He explores the political polarization surrounding economic policies and reflects on cultural shifts in American work ethic, emphasizing the need for a …

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The Next Big Tech Boom Won’t Be in the S&P 500 45:14

1M ago45:14

45:14

November 4, 2025 - Zach Abraham and Chase Taylor dissect the unsettling realities behind today’s markets — inflated valuations, blind optimism, and “Ponzi-like” corporate financing. From Palantir’s math-defying stock price to America’s waning competitiveness, they explore why the next era of real opportunity might lie far outside U.S. mega-caps.…

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AI's Impact on the Economy 49:28

1M ago49:28

49:28

November 3, 2025 - Zach and Chase discuss the profound impact of AI on the economy and markets, discussing investment strategies, future trends, and the challenges associated with AI integration. The speaker emphasizes the importance of understanding AI's role in shaping economic landscapes and the necessity for investors to adapt to these changes.…

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China's Industrial Capacity Has Surpassed the US 36:51

1M ago36:51

36:51

October 30, 2025 - Zach and Chase discuss the significant influence of the MAG7 companies on the MSCI World Index and the stark contrast between the industrial capacities of the US and China. The speaker highlights the disproportionate representation of the US in global markets compared to China's actual economic power and industrial capabilities, …

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The Biggest Craziest Bubble of All Time 35:14

1M ago35:14

35:14

October 29, 2025 - Zach and Chase discuss the AI bubble, Nvidias valuation, and the US/China talks.By Know Your Risk Radio

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The Reality of Investment Returns 41:20

1M ago41:20

41:20

October 28, 2025 - Zach and Chase discuss the current market dynamics, emphasizing the unrealistic expectations investors have regarding returns. They highlight the disparity between market pricing and actual investment outcomes, urging a more cautious approach to investment strategies.By Know Your Risk Radio

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How Far Are We From AGI? 27:30

1M ago27:30

27:30

October 27, 2025 - Zach and Chase discuss the current state of predictions surrounding artificial general intelligence (AGI) and the implications of significant investments in this area. They express skepticism about the likelihood of achieving true AGI and highlight the potential consequences of failing to deliver on these ambitious promises.…

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The Case for Global Standards 34:45

1M ago34:45

34:45

October 24, 2025 - The conversation explores the complexities of globalism and the necessity of rational thinking in addressing international issues. It emphasizes the importance of cost-benefit analysis when proposing solutions to global problems.By Know Your Risk Radio

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Long-Term Success in Investing 32:19

2M ago32:19

32:19

October 23, 2025 - Zach and Chase discuss investment strategies focused on long-term success, emphasizing the importance of trading less and investing in timeless brands. They also touch on the political landscape, highlighting the challenges of accountability and the cyclical nature of market dynamics.…

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Leverage in Investing 35:21

2M ago35:21

35:21

October 22, 2025 - Zach and Chase provide a comprehensive analysis of the current market conditions, discussing the S&P and Q's performance, oil prices, and Tesla's earnings. They delves into the risks associated with leverage in investing, emphasizing the importance of managing risk and the potential dangers of high leverage. The conversation also…

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Navigating the Gold Market 44:46

2M ago44:46

44:46

October 21, 2025 - Zach and Chase discuss the current state of the gold market, the implications of pullbacks in bull markets, and the role of central banks in the economy. They explore how technological advancements are changing market dynamics and the emerging trends in commodities like aluminum and lithium. The discussion emphasizes the complexi…

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I've Never Seen Action Like This 30:29

2M ago30:29

30:29

October 16, 2025 - The VIX and equities are behaving unusually, indicating potential volatility ahead.By Know Your Risk Radio

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Natural Gas and Argentina 17:45

2M ago17:45

17:45

October 15, 2025 - Chase provides a comprehensive analysis of the current market conditions, focusing on volatility, the US's financial support for Argentina, trends in the natural gas market, the complexities of US-China trade relations, and the implications of interest rate changes on the economy. He emphasizes the need for careful navigation thr…

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This Chaotic Market 33:12

2M ago33:12

33:12

October 14, 2025 - Zach and Chase discuss a range of topics from personal updates to market analysis. They explore the confusion and speculation in the current market, the implications of volatility, and the outlook for gold and precious metals. The conversation also delves into the impact of AI on the market and the potential consequences of capit…

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I Don't See a Big Crash Coming 34:55

2M ago34:55

34:55

October 13, 2025 - Why Zach doesn't see a big crash coming plus gold vs Bitcoin.By Know Your Risk Radio

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Navigating Market Volatility: Insights and Strategies 49:33

2M ago49:33

49:33

October 10, 2025 - Zach discusses the current state of the financial markets, focusing on volatility, the VIX, and the importance of hedging strategies. He analyzes the performance of gold and commodities, the impact of economic indicators, and the potential effects of AI on the job market. Additionally, he highlights the undervaluation of Chinese …

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It's a Bubble, But the Tech is Real 35:59

2M ago35:59

35:59

By Know Your Risk Radio

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Tobias Carlisle 40:22

2M ago40:22

40:22

By Know Your Risk Radio

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The Vix Has Our Attention 55:11

2M ago55:11

55:11

October 3, 2025 - Zach discusses various aspects of the current market landscape, including insights on the VIX, the challenges facing the U.S. automobile industry, and the ongoing debate about the AI bubble. He emphasizes the importance of understanding market dynamics, the potential of value stocks, and the need for cautious investment strategies…

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"Rudy Havenstein" 1:17:08

2M ago1:17:08

1:17:08

October 3, 2025 - Zach chats with X finance personality "Rudy Havenstein." They delve into the complexities of modern central banking, the influence of social media on economic discourse, and the growing disillusionment with political systems. They discuss wealth inequality, the role of the Federal Reserve in inflation, and the challenges posed by …

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We Need a Recession So Bad 31:44

2M ago31:44

31:44

October 2, 2025 - Zach discusses the current state of the market, emphasizing its disconnection from reality and the challenges faced by companies like Tesla. He expresses concerns about valuations, the need for a recession, and the consequences of inflated asset prices.By Know Your Risk Radio

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The Neutral Rate is HIGH 22:03

2M ago22:03

22:03

September 29, 2025 - Chase discusses why the neutral rate is so high, plus he breaks down the new tariffs.By Know Your Risk Radio

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Government Shutdown? 16:31

2M ago16:31

16:31

September 26, 2025 - Chase discusses whether or not we should expect a shutdown, some good data from this week, and a jobs week preview.By Know Your Risk Radio

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Growth & Inflation Revised Up 20:39

2M ago20:39

20:39

September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point.By Know Your Risk Radio

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Oracle's Debt Raise 18:40

2M ago18:40

18:40

September 24, 2025 - Oracle looks to raise $18 Billion in bond sale plus new home sales data.By Know Your Risk Radio

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Lower Rates = Less Passive? 33:22

3M ago33:22

33:22

September 23, 2025 - Zach and Chase look into how the markets have reacted to lower rates and they get into some of the political nonsense.By Know Your Risk Radio

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Incestuous AI Capex 22:50

3M ago22:50

22:50

September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.By Know Your Risk Radio

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The Nvidia/Intel Deal 31:30

3M ago31:30

31:30

September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims.By Know Your Risk Radio

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Reacting to the Fed Cut 37:54

3M ago37:54

37:54

September 17, 2025 - The fed cut rates by a quarter point today. Zach and Chase react.By Know Your Risk Radio

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The Post-COVID Economy 28:56

3M ago28:56

28:56

September 16, 2025 - Zach and Chase take a look at current trends, net equity issuance, and they have a Fed preview.By Know Your Risk Radio

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The Golden Age of Fraud 35:30

3M ago35:30

35:30

September 15, 2025 - Zach and Chase discuss their portfolios - is it time to do a little trimming? Plus, Elon buys $1 Billion in Tesla stock.By Know Your Risk Radio

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Eric Boles - The Game Changers Inc. 1:33:09

3M ago1:33:09

1:33:09

September 12, 2025 - Zach sits down with Life Coach Eric Boles of The Game Changers Inc.By Know Your Risk Radio