# The Next Big Market Disagreement

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-next-big-market-disagreement
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-next-big-market-disagreement.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-07-07T21:49:57+00:00
Episode link: https://www.spreaker.com/episode/the-next-big-market-disagreement--72859432
Audio file: https://api.spreaker.com/download/episode/72859432/kyr_podcast_7_7.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-next-big-market-disagreement
Duration seconds: 1464

## Resource

July 7, 2026 – Chase breaks down why he believes Wall Street may be getting one of the market's biggest stories wrong. He explains why SpaceX's valuation could face much tougher challenges than investors expect, discusses rising oil prices and the geopolitical risks surrounding global energy markets, and examines China's growing push to build a fully integrated AI ecosystem.

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## Transcript

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