Know Your Risk Podcast

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The Next Big Tech Boom Won’t Be in the S&P 500

November 4, 2025 - Zach Abraham and Chase Taylor dissect the unsettling realities behind today’s markets — inflated valuations, blind optimism, and “Ponzi-like” corporate financing. From Palantir’s math-defying stock price to America’s waning competitiveness, they explore why the next era of real opportunity might lie far outside U.S. mega-caps.

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  Skewed Inflation Data

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  Market Downturn

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  Understanding the Major Stocks

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  Football and The Fed

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  The Importance of Value Investing

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  Asheef Lalani

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  This Market is Broken

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  Fed Day Discussion

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  Investing in Metals

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  More Rate Cuts on the Way

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  Tony Greer

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  Tesla's Perplexing Valuation

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  Today Was Fun

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  Is Bitcoin Real Money?

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  The True Cost of Living

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  The Markets Have AI All Wrong