Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management Podcast
1) The Vix Has Our Attention
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...Show More
2) "Rudy Havenstein"
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 grow...Show More
3) We Need a Recession So Bad
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, t...Show More
4) The Neutral Rate is HIGH
September 29, 2025 - Chase discusses why the neutral rate is so high, plus he breaks down the new tariffs.
5) Government Shutdown?
September 26, 2025 - Chase discusses whether or not we should expect a shutdown, some good data from this week, and a jobs week preview.
6) Growth & Inflation Revised Up
September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point.
7) Oracle's Debt Raise
September 24, 2025 - Oracle looks to raise $18 Billion in bond sale plus new home sales data.
8) Lower Rates = Less Passive?
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.
9) Incestuous AI Capex
September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.
10) The Nvidia/Intel Deal
September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims.