{"podcast":{"title":"Know Your Risk Podcast","slug":"know-your-risk-podcast-218898","podcast_index_feed_id":218898,"rss_url":"https://feed.cdnstream1.com/zjb/feed/download/75/82/6b/75826b40-f55d-4c33-b6f0-4622249071cf.xml","website_url":"https://www.spreaker.com/podcast/know-your-risk-radio-with-zach-abraham-chief-investment-officer-bulwark-capital-management--6436248","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2ce29d759c34eb06716b7a563a2d2f60.jpg","author":"Know Your Risk Radio","episode_count":477,"summary":"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 li…","last_synced_at":"2026-07-25T22:18:28.423555+00:00","page_url":"https://stenobird.com/podcast/know-your-risk-podcast-218898"},"episode":{"title":"Why Does the Market Think This is Temporary?","slug":"why-does-the-market-think-this-is-temporary","published_at":"2026-05-21T21:16:14+00:00","page_url":"https://stenobird.com/podcast/know-your-risk-podcast-218898/why-does-the-market-think-this-is-temporary","show_page_url":"https://stenobird.com/podcast/know-your-risk-podcast-218898","url":"https://www.spreaker.com/episode/why-does-the-market-think-this-is-temporary--72103845","audio_url":"https://api.spreaker.com/download/episode/72103845/kyr_podcast_5_21.mp3","summary":"May 21, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the long-term consequences of the Strait of Hormuz disruption even as negotiations appear to be moving toward a resolution. They break down why oil inventories could continue tightening for months after any agreement, why tanker maintenance and damaged infrastructure may delay normalization far longer than expected, and why energy producers could become one of the biggest beneficiaries of the next phase of the cycle. They also discuss offshore drilling, Chinese semiconductors, AI infrastructure, rising bond yields, and why markets continue treating a structural supply problem like a temporary headline event.","meta_description":"May 21, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the long-term consequences of the Strait of Hormuz disruption…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2877,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/why-does-the-market-think-this-is-temporary/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/know-your-risk-podcast-218898/why-does-the-market-think-this-is-temporary.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}