Know Your Risk Podcast Maduro and the Market
10 snips
Jan 5, 2026 Zach and Chase dive into the intricate Venezuelan market dynamics and discuss the geopolitical implications of U.S. actions. They explore how technological advancements in China are reshaping industries, touching on innovative companies like BYD. The hosts examine the lessons learned from past interventions, debating the benefits and risks of U.S. military presence. They also reflect on Venezuela’s resources as strategic levers and the potential fallout for regional politics. A provocative analysis of economic collapse, corruption, and the complexities of international relations unfolds.
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Surgical Operation Suggests Inside Help
- The Venezuela operation felt surgical and efficient, suggesting limited full-throated defense from Maduro's side.
- That ease implies significant inside help and pre-positioned intelligence enabled the mission's success.
Buy Distressed Quality Assets
- Buy beaten-down, high-quality assets when valuations look compelling; price recovery often favors those positions.
- Zach Abraham notes cheap purchases can turn potential headwinds into tailwinds when news improves.
Chinese Luxury EVs Match High‑End Features
- Zach describes Chinese luxury EVs with active-tint windows, reclining seats, refrigerators, and safes to illustrate rapid product sophistication.
- He uses these examples to show China now competes at the high end, not just low-cost manufacturing.
