# How the Turn Tables

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/how-the-turn-tables
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/how-the-turn-tables.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-06-05T21:37:41+00:00
Episode link: https://www.spreaker.com/episode/how-the-turn-tables--72376794
Audio file: https://api.spreaker.com/download/episode/72376794/kyr_podcast_6_5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/how-the-turn-tables
Duration seconds: 4131

## Resource

June 5, 2026 - Zach and Chase discuss a sharp market reversal, why some of the highest-flying speculative trades are suddenly under pressure, and what investors can learn when sentiment changes direction. They break down the selloff in tech, the risks embedded in AI-related valuations, the SpaceX IPO frenzy, Bitcoin-linked speculation, retirement-flow dynamics, and why market leadership may be starting to rotate. They also explore the difference between great businesses and great investments, and why price still matters no matter how compelling the story sounds.

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## Transcript

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