

Know Your Risk Podcast
Know Your Risk Radio
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podcast here. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Any references to performance of securities are thought to be materially accurate and actual performance may differ. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investment advice cannot be given without a client service agreement. Bulwark Capital Management is an Investment Adviser Representative of Trek Financial, LLC., an SEC Registered Investment Advisor. bulwarkcapitalmgmt.com/disclosures/
Episodes
Mentioned books

Oct 7, 2025 • 36min
It's a Bubble, But the Tech is Real
Explore the current market landscape as rising VIX levels signal caution amid a backdrop of investor euphoria. Delve into the implications of AI on tech valuations and discover how unprecedented risk-taking is reshaping investor behavior. Zach highlights the allure of gold and mining assets as potential safe havens, while emphasizing the need for selectivity in investments. Learn how international tech offers lower valuations compared to U.S. giants and why keeping an eye on macro factors is crucial for sound decision-making.

Oct 6, 2025 • 40min
Tobias Carlisle
Tobias Carlisle, a value investor and founder of Acquirers Funds, shares insights from his book, 'Soldier of Fortune.' He discusses the intersection of Buffett's investment principles and Sun Tzu's strategies for risk management. The conversation highlights the current market dynamics, with a focus on opportunities in mid and small-cap stocks amidst a challenging landscape. Carlisle warns about the speculative nature of AI investments and emphasizes the need for defensive strategies in today's volatile environment.

Oct 3, 2025 • 55min
The Vix Has Our Attention
Zach dives into the current market dynamics, spotlighting the VIX and its implications for investors. He discusses the U.S. auto industry's potential struggles against foreign competition. The conversation shifts to AI, analyzing its status as both a bubble and an essential evolution. He emphasizes the importance of careful investment strategies, especially in value stocks, and provides insights on navigating the challenges of AI monetization. Balance and long-term discipline in investing are highlighted as crucial for sustained success.

14 snips
Oct 3, 2025 • 1h 17min
"Rudy Havenstein"
Rudy Havenstein, a finance commentator and X/Twitter influencer, critiques central banking and wealth inequality. He explores how the Federal Reserve has influenced inflation and deepened economic divides, while discussing political disillusionment and the inadequacies of the two-party system. Rudy also addresses housing affordability, antitrust issues, and the necessity for improved financial education. The conversation reveals how inflation acts as a stealth default on debts, shedding light on the urgent need for infrastructure investments and systemic reforms.

Oct 2, 2025 • 32min
We Need a Recession So Bad
Zach dives into the disconnection between market valuations and reality, questioning the price drop after Tesla's delivery news. He critiques overvalued tech stocks like Apple and examines whether current market movements indicate a blow-off top or a shift in volatility. Advocating for a recession, he argues it could reset inflated asset prices and promote economic mobility. He also discusses risks associated with high-priced stocks and identifies contrarian opportunities in the energy sector. A cautionary outlook suggests investors stay prepared.

7 snips
Sep 29, 2025 • 22min
The Neutral Rate is HIGH
Chase explores the implications of a high neutral rate and its impact on the economy. He discusses the risks of a government shutdown and potential effects on jobs data. The conversation highlights strong consumer spending and GDP momentum, while also examining the slowing labor market trends. Immigration's crucial role in GDP growth comes under scrutiny, linking its contribution to overall economic health. New tariffs on various industries are discussed, analyzing how they could affect costs and demand across the board.

8 snips
Sep 26, 2025 • 17min
Government Shutdown?
The discussion kicks off with the looming possibility of a government shutdown, revealing a staggering 80% probability. Insights into recent strong economic data highlight consumer spending and its role in GDP growth. The impact of immigration and AI investments on labor and economic health is dissected. Additionally, the conversation covers surging oil rig counts and their implications for energy markets, while gold and Tesla's gains capture attention. Chase also previews next week's jobs data, emphasizing its significance amid potential disruptions.

10 snips
Sep 25, 2025 • 21min
Growth & Inflation Revised Up
Dive into the latest market trends as growth and inflation are revised upward. Explore how major indices and individual stocks like Tesla and Bitcoin are performing. Delve into the implications of jobless claims for the Fed's decisions. Learn about positive versus negative gamma and its impact on market volatility. Discover how NATO-Russia talks could influence defense spending and liquidity. Finally, uncover potential triggers for a significant market downturn and the three pillars essential for equity strength.

6 snips
Sep 24, 2025 • 19min
Oracle's Debt Raise
Oracle's bold move to raise $18 billion in debt sparks curiosity as market dynamics shift. The podcast dives into the performance of solar stocks and the implications of Chinese equity gains, highlighting volatility trends. Surprising data in new home sales contrasts with mortgage refinancing patterns, revealing insights into the housing market. Notably, discussions around Intel seeking Apple’s investment raise concerns over government influence in tech. Finally, the shifting dollar landscape hints at major changes ahead, influencing commodities and markets alike.

Sep 23, 2025 • 33min
Lower Rates = Less Passive?
September 23, 2025 - Zach and Chase look into how the markets have reacted to lower rates and they get into some of the political nonsense.