Valuing sustained winners: Google and TSMC

January 15, 2026 - Zach and Chase dive into the latest market trends, focusing on the performance of major indexes and commodities. They discuss the recent fluctuations in oil prices, attributing a significant drop to geopolitical factors, particularly concerning Iran. The conversation highlights the potential for oil prices to stabilize and rise if U.S. production decreases, while also examining the broader implications for the macroeconomic landscape.