Know Your Risk Podcast Chinese Tech vs U.S. Tech
Aug 29, 2025
The hosts dive into the fascinating world of Chinese versus U.S. tech, analyzing the market dynamics of major players like Alibaba. They discuss inflation's persistent impact on investment strategies and dissect valuation discrepancies across tech giants. Insights into gold's rise amidst market volatility highlight overlooked opportunities. The conversation also touches on the airline industry's potential, emphasizing the importance of understanding market psychology and operational leverage in navigating investment risks.
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Coaching Forces A Return To Fundamentals
- Zach explains coaching a fifth-grade football team and using simple defensive plays to teach fundamentals.
- He says coaching kids forces you to return to first principles and clarifies higher-level strategy.
Gold Strength Amid Equity Weakness
- Markets fell while gold and silver pushed higher, with gold briefly hitting an intraday high.
- Zach and Chase see commodities behaving strongly despite equity weakness.
Chinese Tech Outrunning U.S. Tech
- Chinese tech rallied (Alibaba +13%) as investors recognized their AI capabilities and low valuations.
- Zach notes Chinese tech is outperforming U.S. tech and still looks cheap on metrics like P/E.