China's Industrial Capacity Has Surpassed the US

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, emphasizing the need to reconsider perceptions of market strength and economic health.

October 29, 2025 - Zach and Chase discuss the AI bubble, Nvidias valuation, and the US/China talks. 

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.

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.

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.

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.

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 touches on the regulatory environment, particularly the SEC's focus and its implications for the market. Finally, Chase shares predictions for future market movements and the importance of being prepared for potential downturns.

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 complexities of investing in today's market, particularly in relation to inflation and energy prices.

October 16, 2025 - The VIX and equities are behaving unusually, indicating potential volatility ahead.

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 through these turbulent times, highlighting potential risks and opportunities.