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
Dec 23, 2025 • 50min
The AI Revolution in Investments
Zach and Chase dive into the evolving landscape of investments influenced by AI. They discuss the potential pitfalls of AI, arguing some businesses might struggle while others thrive. The hosts examine global market dynamics and how international firms might leverage AI for rapid productivity gains. They also analyze capital flows, questioning whether money is leaving U.S. markets. Additionally, expectations for 2026 are shared, alongside tactical advice for diversifying investments into cash-flowing international businesses.
Dec 22, 2025 • 39min
Surging Precious Metals
Zach and Chase dive into the surge of precious metals, with gold and platinum hitting new highs. They explore how capital cycle investing and supply constraints push prices up sharply. Discussion shifts to valuing gold mining companies and identifying potentially explosive junior developers. The duo debates the role of central banks in sustaining demand and how position sizing can manage risk. They highlight long-term strategies versus tactical trading, and analyze current market conditions for savvy investors.
Dec 19, 2025 • 51min
Implications of Passive Investing
Zach and Chase delve into the intriguing world of passive investing and its surprising impact on market valuations. They uncover how recent market rallies are driven by passive flows and discuss uncommon value opportunities amidst distortions. On a global scale, they explore the intricate economic ties between the US and China, emphasizing mutual dependencies in trade and technology. The conversation also shifts to football, critiquing game strategies, player instincts, and coaching decisions, making for a lively mix of finance and sports insights.
Dec 18, 2025 • 35min
Skewed Inflation Data
Zach and Chase dive into the perplexing state of inflation data and its impact on markets. They unpack the reliability of CPI prints and valuation limits on major tech stocks. The conversation shifts to Micron's robust performance in the AI sector and the necessity of diversifying portfolios beyond the U.S. Amid discussions of international investment opportunities, they highlight significant disparities in commodity valuations. Tune in for insights on market leadership shifts and the balancing act of navigating investment strategies.
14 snips
Dec 17, 2025 • 46min
Market Downturn
Zach and Chase tackle the current market downturn, analyzing key indicators and the impact of AI on stock performance. They debate the right timing for shorting AI stocks and dissect Tesla's stock disconnect. Inflation concerns loom as they explore Fed expectations and valuation worries. The resilience of the energy sector and mining stocks is highlighted, along with recommendations for precious metals allocation. Finally, they discuss Apple's competition in the wearable technology space and the implications of buybacks versus cash holdings.
Dec 16, 2025 • 39min
Understanding the Major Stocks
Zach and Chase dive into the current market, highlighting major players like Tesla, Nvidia, and Palantir. They explore valuation discrepancies and the impact of narratives on stock movements. The hosts suggest seeking undervalued stocks in an inefficient market. Discussion includes the importance of fundamentals over chart-chasing, along with the unique dynamics of meme stocks. They emphasize the need for thorough research and the interplay between market sentiment and reality, all while sharing insights on trading strategies and behavioral finance.
Dec 15, 2025 • 46min
Football and The Fed
Zach and Chase dive into the chaotic state of the market as they analyze puzzling index movements and discuss the intricacies of interest rates. Their conversation takes a detour into football, critiquing the Chiefs' late-season struggles and evaluating quarterbacks' performances. Shifting back to economics, they emphasize the necessity for public investment in R&D and manufacturing to bolster competitiveness. The dialogue concludes with a focus on education and long-term strategies for regaining the U.S.'s global edge.
Dec 15, 2025 • 32min
The Importance of Value Investing
Zach and Chase dive into the shifting market landscape, exploring the significance of value investing, especially in emerging markets. They discuss the attractive prospects of companies like Rivian, highlighting its potential against giants like Tesla. The duo emphasizes the overlooked opportunities abroad, arguing that U.S.-centric investors may be missing out. They also champion contrarian strategies to tap into capital-starved sectors, underscoring the vast possibilities in international markets.
14 snips
Dec 12, 2025 • 1h 29min
Asheef Lalani
Asheef Lalani, a CFA charterholder and Chief Investment Officer at Berczy Park Capital, shares his expertise on international value investing. He dives into the dynamics of gold stocks, discussing flows and margins while emphasizing idiosyncratic risks in mining. Asheef makes a compelling case for Fairfax, breaking down its robust $75B portfolio and how its shareholder-friendly buybacks position it for success. He also addresses the challenges traditional value investing faces against the backdrop of rising quants and explores adaptations needed in a shifting market paradigm.
Dec 11, 2025 • 32min
This Market is Broken
December 11, 2025 - Zach and Chase discuss the current state of the market, focusing on key metrics and trends in various sectors, particularly metals and mining. They analyze the implications of central bank policies on gold prices and the overall economic landscape, emphasizing the importance of strategic investment in undervalued assets. The conversation highlights the cyclical nature of the mining industry and the potential for significant returns in the context of current market dynamics.
