Know Your Risk Podcast

By Know Your Risk RadioBusiness Investing

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Typical duration
42 min
per episode

Based on Podcast App listening data

Know Your Risk Podcast episodes

May 08, 2020 Mark Yusko
Zach is joined by Mark Yusko, CEO of Morgan Creek Capital, the two discuss the markets, BTC, other Cryptocurrencies, the economy and what to expect going forward. They also dive into the Coronavirus discussing the media and both parties, misinterpretation of the data.
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1 hr 55 min
May 01, 2020 Luke Gromen
Zach is joined by Luke Gromen, CEO of Forest Through The Trees Research, the two discuss current market conditions, the long-term outlook for the dollar and whether or not the Fed will be able to keep controlling it through swap lines. They also discuss the treasury market and emerging markets. When stocks go down, bonds have to go up, right Luke??
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1 hr 33 min
May 01, 2020 May 2, 2020
Zach is joined by Luke Gromen, CEO of Forest Through The Trees Research, the two discuss current market conditions, the long-term outlook for the dollar and whether or not the Fed will be able to keep controlling it through swap lines. They also discuss the treasury market and emerging markets. When stocks go down, bonds have to go up, right Luke?? Zach also gives a market update and discusses oil, value stocks, S&P benchmark levels and Bulwark’s bond replacement strategy.
See omnystudio.com/listener for privacy information.
53 min
April 24, 2020 Grant Williams
Zach is joined by Grant Williams, Real Vision co-founder and author of Things That Make You Go Hmmm. Grant speaks at investment conferences around the globe and Zach and him discuss the current economic conditions and misconception that our economy was strong prior to the coronavirus and this is just a temporary disruption.
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1 hr 40 min
April 24, 2020 April 25, 2020
Zach is joined by Grant Williams, Real Vision co-founder and author of Things That Make You Go Hmmm. Grant speaks at investment conferences around the globe and Zach and him discuss the current economic conditions and misconception that our economy was strong prior to the coronavirus and this is just a temporary disruption. Zach also gives a market update where he dives into oil and what happens when the price of oil exceeds the cost of storage. He also talks about value stocks vs stocks that are extremely overpriced and how they are doing in this bizarre market that is extremely volatile. He also talks about the old school 60/40 portfolio and why that strategy is completely broken in today’s environment and how Morgan Stanley has finally jumped on the bandwagon.
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53 min
April 18, 2020 Scott Jackson
Zach is joined by Scott Jackson, CIO at Ravenwood Capital Management. Scott runs a Micro-Cap Value fund and the two discuss how the best performing sector of all-time is doing in today’s environment. They dive into GDP estimates, the global economic outlook, and how long this recession could last.
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1 hr 1 min
April 18, 2020 April 18, 2020
Zach give a market update and is joined by Scott Jackson, CIO at Ravenwood Capital Management. Scott runs a Micro-Cap Value fund and the two discuss how the best performing sector of all-time is doing in today’s environment. They dive into GDP estimates, the global economic outlook, and how long this recession could last.
See omnystudio.com/listener for privacy information.
53 min
April 10, 2020 Tobias Carlisle and Chase Taylor
Zach is joined by Tobias Carlisle, author and founder of the Acquirers Fund (ZIG:NYSE) and Chase Taylor, Founder of Pinecone Macro Research. The three discuss the Fed’s ALL-IN decision and impact it will have on the markets and inflation. They also talk about how we are already in a depression.
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1 hr 46 min
April 10, 2020 April 11, 2020
Zach is joined by Tobias Carlisle, author and founder of the Acquirers Fund (ZIG:NYSE) and Chase Taylor, Founder of Pinecone Macro Research. The three discuss the Fed’s ALL-IN decision and impact it will have on the markets and inflation. They also talk about how we are already in a depression. Why bonds are crushing your returns. Will we see a bounce back in Oil any time soon? Value Stocks, and much, much more!
See omnystudio.com/listener for privacy information.
53 min
April 03, 2020 April 4, 2020
Zach discusses the impact on the markets and economy due to this week’s jobless claims and dives into Oil. Zach also talks Boeing, Tesla, Luckin Coffee and covers CNBC’s interview of legendary short seller Jim Chanos, where he gave his current take and bleak outlook on the economy. Zach also gives you a homework assignment and it’s an assignment your retirement portfolio definitely wants you to complete J!! Hint: hedging strategies and proper asset allocations are key. Could bonds come out of this worse than stocks? Bulwark’s Bond Replacement Strategy could be just the answer you need.
See omnystudio.com/listener for privacy information.
53 min

About Know Your Risk Podcast

From the publisher's feed

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.…