About this episode
February 4, 2026 - Chase provides a comprehensive analysis of the current market conditions, focusing on key indicators such as the S&P 500 and tech stocks. He discusses the implications of recent quant strategies and market dynamics, including a notable 'quantquake' affecting various sectors. Additionally, Chase highlights recent policy changes regarding critical minerals and their potential impact on the market, emphasizing the need for collaboration among allies to secure essential resources.
