The Next Big Market Disagreement
About this episode
Chase discusses potential misconceptions in Wall Street's view of the market, focusing on SpaceX, oil prices, and China's AI ambitions.
July 7, 2026 – Chase breaks down why he believes Wall Street may be getting one of the market's biggest stories wrong. He explains why SpaceX's valuation could face much tougher challenges than investors expect, discusses rising oil prices and the geopolitical risks surrounding global energy markets, and examines China's growing push to build a fully integrated AI ecosystem.
More episodes of Know Your Risk Podcast
- The Oil Market Still Isn't Panicking
- What If Iran Doesn’t Stop When We Do?
- The Risk Markets Refuse to Price
- This Bubble Isn't Like the Others
- What If a Recession Is the Answer?
- Oil Didn't Break the Market
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