Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

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 in a rapidly changing economic environment.

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 a two-party system that seems out of touch with the needs of the populace. The conversation also touches on antitrust issues, the impact of inflation on society, and the need for infrastructure spending as a solution to economic woes.Find more from Rudy here: https://rudy.substack.com/

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.

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

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

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

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

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. 

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

September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims. 

September 17, 2025 - The fed cut rates by a quarter point today. Zach and Chase react. 

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

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.

September 12, 2025 - Zach sits down with Life Coach Eric Boles of The Game Changers Inc.

September 11, 2025 - Chase has an inflation update and he discusses the deficit. 

September 10, 2025 - After a conversation about the shooting of Charlie Kirk, Zach and Chase discuss solar, China buying oil, and Oracle. 

September 9, 2025 - Zach and Chase discuss a revision to the jobs report, the new iPhone, and position sizing. 

September 8, 2025 - Zach has a discussion about AI with Brad Sarsfield - Microsoft Senior Director, Security AI Research & Development.

September 5, 2025 - Zach and Chase take a look at AI, Engery, Tesla, and Gold. 

September 4, 2025 - Chase previews the jobs report and teaches a lesson on trade location. 

September 3rd, 2025 - Zach and Chase take a look at the duration of tariffs, American Eagle, and Google. 

September 2, 2025 - Zach and Chase take a look at housing and offshore inflection. 

August 29, 2025 - Zach and Chase discuss Chinese tech, inflation, and the markets. 

AUgust 28, 2025 - Zach and Chase discuss Nvidia, American Eagle, and shorting the VIX.

August 27, 2025 - Zach and Chase discuss Nvidia's earnings, and the power of incentive.

August 26, 2025 - Zach and Chase discuss potential rate cuts and left tail removal consequences. 

August 25, 2025 - Chase takes a look at crypto, services surveys, and inflation. 

August 22, 2025 - Chase breaks down everything from Jerome Powell at the Jackson Hole Economic Symposium

August 21, 2025 - Chase discusses home sales data and capital flows systems. 

August 20, 2025 - Chase discusses the tariff impact on exports, as well as unemployment and inflation. 

August 19, 2025 - Zach and Chase discuss the new tariffs that went into place today. 

August 18, 2025 - Chase discusses the latest in the Russia/Ukraine peace negotiations. Plus, updates in housing and tech. 

August 15, 2025 - Zach and Chase discuss inflation and the jobs tradeoff.

August 14, 2025 - Zach and Chase explore the good and bad of cutting rates. 

August 13, 2025 - Chase takes a look at rates, export taxes, and BLS inflation. 

August 12, 2025 - Chase takes a look at how tariffs are impacting inflation and AI advancements. 

August 11, 2025 - Zach and Chase discuss the advances in AI, Xi and China, and why it's a time to be cautious. 

August 8, 2025 - Zach and Chase take a look at the candidates to replace Jay Powell and tariff drama. 

President Trump nominated Stephen Miran for Fed Governor. Last year, Miran joined Zach on Know Your Risk. Here is that conversation.  

August 7, 2025 - Trump nominates a previous guest on THIS show, Stephen Miran, to be Fed Governor. 

August 5, 2025 - Zach and Chase take a look at earnings and the firing of BLS Commissioner. 

August 4, 2025 - Zach and Chase discuss the jobs report, inflation, and American Eagle's stock.

August 1, 2025 - Chase discusses stagflation - the bad jobs report and hot wages. 

July 31, 2025 - Chase discusses wage inflation, China's policy support, and hot PCE. 

July 30, 2025 - Chase recaps the fed report and takes a look at why the dollar is ripping.

July 29, 2025 - Zach and Chase discuss the national debt. 

July 28, 2025 - Chase discusses the US, EU trade deal and the dollar surge. 

July 25, 2025 - Zach discusses how Tesla's business model can't succeed. At least not internationally. 

July 24, 2025 - Zach and Chase discuss the earnings update and the rapid advancements in AI.

July 23, 2025 - Zach and Chase break down the Japan Trade Deal.

July 22, 2025 - Zach and Chase discuss Google, liquidity, and whether or not the housing bubble is going to burst?