HeyJaredKnow Your Risk Podcast
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE.
- Indexed episodes, last 90 days
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- Sep 11, 2026
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- Jul 6, 2026
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Saudi Arabia Begged Trump to Bomb the Houthis. He Refused. (opens the original)
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September 11, 2026 - Oil dropped 1.7% today even after Saudi Arabia's East-West pipeline went offline (3.5 million barrels a day of exports) and confirmation that Saudi production just hit a 36-year low — supply news that should have sent prices higher. Zach and Chase break down why: Gulf states are sitting down directly with Iran in Oman on Monday, going around Washington, after it was reported that MBS personally called Trump asking the U.S. to bomb the Houthis and was turned down. They lay ou
Oil Just Beat Every AI Stock This Year — And It's About to Cost You More (opens the original)
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September 10, 2026 - Oil ripped nearly 7% today, WTI pressing $103 and Brent hitting $108, on news that Saudi output has fallen to a 36-year low and Houthi forces have seized a coastal city and multiple Red Sea islands near the Bab-el-Mandeb strait — putting them in position to threaten shipping through it more easily than at any point in this conflict. Zach and Chase break down why almost nobody has noticed that an oil-sector position has quietly outperformed semiconductors this year, even as A
Without AI Spending, US Growth Might Already Be Negative (opens the original)
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September 9, 2026 - The jobs numbers are solid, prices are up, and the labor market's strong — by every normal measure the Fed should be raising rates, not talking about cutting them. But Chase makes the case that the reason those numbers look strong at all comes down to one narrow input: AI capital expenditure. He estimates it at 3 to 3.5% of the entire US economy this year, against real GDP growth of roughly 4 to 4.5% — take it away, he says, and growth is at best flat, more likely negative. A
Could Gold Hit $10,000? Why This Inflation Cycle May Have Years Left (opens the original)
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September 8, 2026 — Could gold eventually reach $10,000? Zach Abraham explains why he believes today's inflationary cycle may have much further to run — and why investors may be preparing for the wrong kind of risk. Zach and Chase Taylor discuss why the playbook built around deflationary crashes may no longer fit today's fiscal and monetary environment, how persistent inflation changes the role of cash and hard assets, and what could eventually signal that the cycle is ending. They also examine
Nvidia to $10 Trillion? The Risk-Reward Doesn't Add Up (opens the original)
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September 4, 2026 — Could Nvidia really become a $10 trillion company? Maybe. But Zach Abraham and Chase Taylor argue that's not the only question investors should be asking. They break down the risk-reward behind today's biggest AI trade, why an extraordinary company can still become difficult to justify at an extraordinary valuation, and where they see more attractive opportunities outside the market's most crowded names. Zach and Chase also discuss a surprisingly strong jobs report and what i
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