Skewed Inflation Data

December 18, 2025 - Zach and Chase discuss the current state of the markets, focusing on index performance, inflation data, and the implications for investment strategies. They analyze the valuation concerns surrounding major tech stocks, the impact of international capital flows, and the potential for AI-driven growth. The conversation also touches on discrepancies in commodity valuations and the importance of portfolio diversification. Micron's recent performance is highlighted as a key player in the AI sector, with insights into the broader market outlook.

December 17, 2025 - Zach and Chase discuss the current state of the market, focusing on key indicators, AI's impact, and the competitive landscape of major companies like Tesla and Oracle. They delve into the implications of inflation, investment strategies in cyclical markets, and the energy sector's resilience. The conversation also touches on mining stocks, precious metals, and the future of wearable technology, particularly for Apple.

December 16, 2025 - Zach and Chase discuss the current state of the market, focusing on major stocks like Tesla, Nvidia, and Palantir. They analyze market trends, valuation discrepancies, and the inefficiencies present in the market. The conversation delves into investment strategies in a volatile environment, the role of narratives in stock movements, and the importance of identifying undervalued stocks. They also touch on market sentiment and investor behavior, emphasizing the need for thorough research and understanding of market dynamics.

December 15, 2025 - Zach and Chase discuss the current state of the market as the year comes to a close, reflecting on random movements in various indices and commodities. They delve into the complexities of interest rates and monetary policy, highlighting the challenges faced by policymakers in a democratic context. The conversation shifts to the education system and workforce competitiveness, emphasizing the need for investment in human capital to address the skills gap and prepare for future economic challenges.

December 12, 2025 - Zach and Chase discuss various aspects of the current market landscape, including market sentiment, technical analysis, and investment opportunities. They delve into the importance of value investing, particularly in emerging markets, and the dynamics of capital flows. The conversation also highlights the potential of companies like Rivian and the significance of contrarian investment strategies in today's economic environment.

December 12, 2025 - Zach and Asheef discuss the current landscape of international value investing, focusing on the unique perspectives that come from investing outside the US.Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned the CA/CPA designation in 2002 and is a CFA charterholder since 2003. Asheef first started his career with PricewaterhouseCoopers in 1998 and went on to become a portfolio manager at UBS Securities. Currently, Mr. Lalani is the Chief Investment Officer at Berczy Park Capital – a private family office in Toronto, Canada.

December 11, 2025 - Zach and Chase discuss the current state of the market, focusing on key metrics and trends in various sectors, particularly metals and mining. They analyze the implications of central bank policies on gold prices and the overall economic landscape, emphasizing the importance of strategic investment in undervalued assets. The conversation highlights the cyclical nature of the mining industry and the potential for significant returns in the context of current market dynamics.

December 10, 2025 - Zach and Chase explore various themes related to personal growth, competition, and market dynamics. They discuss the importance of accepting compliments, the value of the journey over the destination in both life and sports, and the nature of competition. The conversation shifts to market analysis, focusing on the role of the Federal Reserve, liquidity, and economic indicators. They also touch on China's economic leadership and the implications of monetary policy on long-term economic health.

December 9, 2025 - Zach discusses the current state of the market, focusing on the performance of various indexes and the opportunities in the metals and value stocks. He emphasizes the importance of understanding risk versus reward in investing, particularly in the context of meme stocks and speculative investments. The conversation also explores the comparison between US and international markets, highlighting the undervaluation of many international assets. Zach critiques companies like Boeing and Carvana, discussing their business models and market positions. He concludes with insights on the future of investing, encouraging listeners to seek out undervalued opportunities.

December 8, 2025 - Zach and Chase discuss the current state of the market, focusing on key indicators such as the S&P, Bitcoin, and commodities. They delve into valuation concerns, investment strategies, and the dynamics of cryptocurrency. The conversation shifts to a comparative analysis of US and international markets, highlighting the importance of monetary policy and currency dynamics. They also explore inflation expectations, interest rates, and the influence of media on public perception.