Know Your Risk Podcast Nukes and Deficits
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Jun 3, 2025 Zach and Chase kick things off with a hilarious recount of their golf antics. They dive into the complexities of stock market movements, particularly in uranium mining and the challenges posed by a new executive order. The conversation shifts to Elon Musk and the heated budget deficit debates. Market volatility and the need for investment strategy are discussed, alongside skepticism about job forecasts and housing trends. Lastly, they highlight the alarming rise of national deficits and the potential impacts on economic stability.
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Zach's Golfing Anecdote
- Zach Abraham shares a personal golf experience highlighting his average weekend score amid older competitors.
- He notes the disadvantage of shorter drives compared to older players' longer tee shots.
Gold Miners' Market Realization
- The market is recognizing that junior gold miners hold value beyond gold price spikes.
- Miners have strong margins, making them undervalued even if gold prices drop significantly.
Nuclear Executive Order Nuances
- The executive order on nuclear supports deregulation but lacks funding, relying on Congress for money.
- It streamlines environmental and regulatory processes but faces challenges with workforce reductions in key offices.