Show Notes
Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down.
The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global security picture, and why the debasement trade is only taking a breather.
We also dig into the quiet detente between the US and China, the "electric stack" thesis spanning drones, EVs, solar and robotics, the West's regulation problem, and the nuclear renaissance.
Plus the metals capturing their attention right now: nickel, aluminium, copper and gold. Follow Chase and Zach: Chase's macro research: https://www.pineconemacro.com/Zach on X - https://x.com/KYRRadioBulwark Capital - https://bulwarkcapitalmgmt.comZach & Chase's podcast: https://www.youtube.com/ @knowyourriskpodcast
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TIMESTAMPS (0:00) Preview & The Director's Special (2:00) Iran and the macro fallout (7:25) The debasement trade takes a breather (16:45) Playing oil: ETFs, producers and refiners (19:30) Zach on getting the Iran call wrong (27:25) The quiet US-China deal (33:35) The electric stack (36:25) Can the West actually get competitive? (44:50) Nuclear's bipartisan moment (49:25) Regulatory capture choking the West (52:05) Nickel and aluminium (54:00) Gold and copper
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