Nothing Matters Until This Is Over

About this episode

Zach and Chase discuss the current investment environment and various market factors influencing investor behavior.

June 8, 2026 - Zach and Chase discuss why investors may be misreading the current environment as risk appetite returns across markets. They break down the growing excitement surrounding a potential SpaceX IPO, why speculative behavior appears to be resurfacing, and what it says about investor psychology. The conversation also covers Bitcoin, AI spending, inflation, energy markets, demographic shifts, Washington state tax policy, and why the Strait of Hormuz situation may still be the most important unresolved story in global markets.

People in this episode

Hosts: Zach, Chase

Topics covered

• investor psychology
• SpaceX IPO
• Bitcoin
• AI spending
• inflation
• energy markets
• demographic shifts

Keywords

• investing
• risk appetite
• speculative behavior
• global markets
• tax policy
• energy
• inflation

Mentioned in this episode

Organizations: SpaceX, Washington state

Places: Strait of Hormuz

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