Show Notes
October 30, 2026 - What if AI changes the world—and the stocks you bought to profit from it still struggle?
As technology stocks sell off, Zach Abraham and Chase Taylor separate two questions investors often treat as one: whether AI succeeds, and whether the companies building its infrastructure deliver attractive shareholder returns. Price, expectations, and the spending cycle can make those very different bets.
They examine the case for a rebound in chip stocks if demand remains intact, the risk that the infrastructure cycle is turning, and why a growing business can still disappoint investors. The discussion also covers cybersecurity valuations, Google’s selloff, Berkshire’s purchase timing, and the difference between owning AI-related stocks and lending to those businesses.
Beyond tech, Zach and Chase discuss gold’s sharp pullback, oil’s influence on the broader market, and what the coming elections might actually change for investors. They close with an extended football conversation covering trade value, the Seahawks, and what separates elite NFL players.
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More from Know Your Risk Podcast
October 29, 2026 - Investors want a piece of the AI boom. But how much new stock will they have to absorb to keep funding it?
October 28, 2026 - A brilliant founder. An impressive board. A compelling story. None of those proves the investment works. Zach Abraham and Chase Taylor revisit Elizabeth Holmes and Theranos to examine how confidence and famous names can lend credibility to claims investors should be questioning.
October 27, 2026 - What if the biggest threat to today’s AI winners isn’t fading demand—but technology getting better? Zach Abraham and Chase Taylor examine how cheaper chips, more efficient systems and AI’s own breakthroughs could put pressure on the profit margins powering the stock-market boom.
October 26, 2026 - A political shock sends investors scrambling out of Brazil. Zach Abraham and Chase Taylor see a reason to start buying. Chase describes adding a small position in a Brazilian small-cap ETF that fell as much as 38% intraday before closing down roughly 31.6%—and explains why he thinks the selling went further than the underlying businesses justified.
October 23, 2026 - AI stocks have already delivered enormous gains. That doesn’t mean the best evidence points to a top. Zach Abraham and Chase Taylor explain their reluctant bullish case: demand could have much further to run, and some of the companies supplying the buildout look surprisingly inexpensive if projected earnings materialize.