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Tacoma, WA
Joined March 2018
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AI can change the world without making every AI stock a winner.
Is this selloff creating opportunity—or exposing how much investors paid for the story?
Zach and Chase separate the technology from the investment on @KYRRadio.
New KYR:
youtube.com/watch?v=J-6ChmcC…
Do you know your financial risk? Listen to Zach Abraham's “Know Your Risk Podcast:"
Listen on Spotify: bit.ly/4iQpmQ5
Listen on iTunes: apple.co/3VCxHNy
Visit our Podcast page: bit.ly/40ug95d
You buy the rally. They sell more shares.
The AI buildout needs enormous funding. What happens when that funding competes with investors hoping for the next market high?
Zach and Chase dig into the shareholder math on @KYRRadio.
New KYR: youtube.com/watch?v=tl9tdvPc…
A famous board isn’t proof the business works.
@KYRRadio and Chase Taylor revisit Theranos—and why confident founders and impressive names can persuade investors to overlook the evidence.
New KYR:
youtube.com/watch?v=P8JbDUSW…
What if better AI is the threat to today’s AI winners?
@KYRRadio and Chase Taylor debate whether cheaper, more efficient technology will squeeze profits—or expand demand enough to keep the boom going.
New KYR: youtube.com/watch?v=-qEtUGXq…
The number one question we get asked is, “How much money will I need to have saved before I retire?” The answer is different for everyone. Give us a call and let’s create a plan! You can reach Bulwark at 253.509.0395.
A Brazil small-cap ETF plunged as much as 38% in one day. They started buying.
@KYRRadio and Chase Taylor explain why they see an overreaction—and what still worries them about Brazil.
New KYR: youtube.com/watch?v=Tt_EHxE7…
Would a Tesla–SpaceX merger give shareholders more upside—or more bills?
@KYRRadio and Chase Taylor question who benefits when one company supplies the cash and the other supplies the growth story.
Listen to the full episode on YouTube: youtube.com/watch?v=cp3UKNlt…
The AI buildout can keep growing while your ownership gets diluted.
@KYRRadio and Chase Taylor unpack Meta’s funding plans, the AI selloff, and why a booming industry doesn’t guarantee a winning stock.
New KYR: youtube.com/watch?v=mQ0ZtMsH…
Before making financial decisions, make sure you know your risk! Listen to the “Know Your Risk Podcast.”
Listen on Spotify: bit.ly/4iQpmQ5
Listen on iTunes: apple.co/3VCxHNy
Visit our Podcast page: bit.ly/40ug95d
Tesla gets a new growth story. SpaceX gets a funding source. What do Tesla shareholders get?
@KYRRadio and Chase Taylor unpack the merger talk—and why liking Elon’s companies isn’t the same as liking their valuations.
New KYR:
youtube.com/watch?v=kXx6wWvp…
The next AI rally might start with falling oil prices.
Chase Taylor explains how cheaper energy could ease borrowing costs—and why AI could hedge an energy-heavy portfolio. Today on @KYRRadio.
New KYR:
youtube.com/watch?v=6OX3cjdU…
Being right about AI doesn’t mean you picked the right stock. @KYRRadio and Chase Taylor explain the risk of buying the next Cisco while expecting the next Microsoft.
Listen to the full episode on YouTube: youtube.com/watch?v=cp3UKNlt…
This week is Estate Planning Awareness Week. Are your beneficiaries up to date on everything?
To discuss tax-advantaged estate planning strategies, give us a call at 253.509.0395.
They cut half their VIX hedge the day before volatility surged—a candid admission from @KYRRadio. Now the bigger test: can Big Tech earnings justify the enormous capital flowing into AI?
New KYR:
youtube.com/watch?v=MAChjJE5…
AI usage is climbing. Token prices are falling. That puts pressure on the economics of a buildout that still demands new chips and more capital.
@KYRRadio and Chase Taylor on the gap between AI’s promise and its cost.
New KYR:
youtube.com/watch?v=MkdojHRc…
Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those already on Medicare.
The AI thesis and the AI trade aren’t the same thing. Chase says he’s still bullish, but higher rates can still pressure valuations—and Zach wants more confirmation from the market.
What would you need to see before calling this pullback over?
Trump says inflation will pay the debt. @RudyHavenstein calls it a “super regressive default.”
@KYRRadio and Rudy discuss who pays, what the Fed’s numbers miss, and the risks of protecting powerful institutions.
Watch Know Your Risk Podcast:
youtube.com/watch?v=qsu9wbUY…
The Mag 7 is at a record high. Small caps are lagging. AI-linked businesses are still running hot while rate-sensitive parts of the economy are slowing.
Zach & Chase on a market that increasingly looks like two different worlds.
New KYR:
youtube.com/watch?v=MrfnoT0r…
