Explore every episode of the podcast The Zach Foust Show
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Jared Kushner, Nicki Minaj, and Ron Lauder | ZFS 113 | 28 oct. 2026 | 01:46:21 | |
In the intro we react to a video we could not include in the podcast for copyright reasons. See the video below. | |||
| Trump’s Stressed, Iran Escalation and Proof We’re in a Recession | ZFS 112 | 24 oct. 2026 | 01:29:18 | |
The president seems stressed. Oil just hit its highest point since this war began. And at the end of this one I am showing you something I spent 48 hours building that I think answers the question people keep asking me. Are we actually in a recession right now? We start with Trump at a series of rallies, a cabinet exchange with a reporter, and a question I keep coming back to. How did we get so disillusioned about what a president is supposed to sound like that this became normal? Then healthcare, because family premiums just hit $28,303 a year, up 5% this year and up 387% since 1999. Worker contributions are at $7,471 on average, and employers are already projecting another 9.5% increase next year. Keep in mind health spending is part of the GDP number we use to decide whether the economy is healthy. On oil, Brent crossed $117 a barrel, the highest it has been since February. Part of that is the Saudi conflict with the Houthis and the east to west pipeline running to the Red Sea. The bigger part is what Netanyahu said at an IDF graduation ceremony, which mainstream media has barely touched. He said Iran is once again attempting to develop nuclear weapons, that the only way to remove the threat is to overthrow the regime, and that this is his directive to the IDF, Mossad, and the security branches. He doubled down in a post saying he will complete the mission together with President Trump. The same two to three weeks from a bomb claim has been made in 1993, 1995, 1999, 2004, 2006, 2012, and now 2026. Meanwhile reporting says US and Israeli militaries have drawn up specific plans for renewed strikes after the midterms. Then Texas, where James Talarico is running for Senate and Elon Musk has spent more than $180 million through super PACs to stop him. We react to two of the best political ads I have seen in years, including one that goes after the funder instead of the opponent. On the markets, the ten year Treasury yield has come down from 5.35% to the four nines, which pulls mortgage rates down to about 7.3%. That sounds like good news, but the reason is that investors are running to the safety of government debt because mainstream finance is finally saying the B word out loud about AI. One strategist literally said taking some air out of the AI bubble is a good thing, which does not describe anything a bubble has ever done. And then the main event. I took the NAR Housing Affordability Index, the Trump Tracker, and every bill I could trace back to 2001, and I built a dashboard that grades the cost of living in America against median income. You can filter by household type, young family, dual income no kids, single earner, and homeowners since 2019. The lowest the index ever got in 2008 was 98.6 in June, right after Bear Stearns. We are sitting at 75.1 right now, and we have been below that 2008 bottom multiple times already. The one group whose line does not follow everyone else’s is people who owned a home before 2019. That is the K shaped economy in a single chart. | |||
| EMERGENCY: We are being dragged further into Iran... | 21 oct. 2026 | 00:28:48 | |
I turned on an emergency stream because Bibi Netanyahu just said the quiet part out loud, and I need you to be ready for what comes next. At an IDF officer course graduation ceremony, Netanyahu claimed Iran is once again attempting to develop a nuclear weapon, and then said there is only one way to remove the threat once and for all. Overthrow the regime in Iran. He said that is his directive to the IDF, Mossad, and the security branches. He followed it with a post saying that together with President Trump he will complete the mission and bring down the Iranian regime. I have heard the claim that Iran is weeks away from a bomb for my entire life. 1993. 1995. 1999. 2004. 2006. 2012. And now 2026. Recognize the pattern or do not, that part is on you. The timing matters though. Netanyahu and Likud are facing an election within days, there is pressure on him from people who want him to be even more hawkish, and we are weeks out from our own midterms. The floor is being laid for this war to continue past November. I am not a financial advisor. I am telling you exactly what I am doing. Three things for your lifestyle and three for your finances. On lifestyle. One, lock in with an energy audit. Find your drafts, your window cracks, your insulation gaps, and get your heating oil tank filled now if you have not already. Two, it is cutting season. Subscriptions, extras, habits, vices, the thermostat at 71 degrees. Cut them. Three, produce it. Plan the garden for spring, get a cold frame going for leafy greens, put garlic in the ground, look into hydroponics if you are indoors. Food prices went up at the start of this war and they are going up again. On finances. One, hedge inflation. A high yield savings account is the easiest move anyone can make today, and if your money is sitting in a regular savings account getting eaten alive, move it. Beyond that I look at gold and silver as dollar insurance, inflation protected bonds, and hard assets. Two, energy and commodity exposure, which is where you can draw your own moral line, and I am not here to draw it for you. Three, diversify. The S&P 500 is up roughly 1,200 points off its April low, and my read on that is AI and inflation, neither of which is going anywhere. All of this is stupid and I hate that we have to talk about it. As someone who served, I do not think any of us should have to move our money around based on people dying. But you still have to survive an inflationary economy, and I would rather you be ready than surprised. The majority of what this channel earns on YouTube, after expenses, goes to the Milford food bank. Subscribe and join the Dollar Club to keep independent media alive. | |||
| Julian Dorey and Tommy G on Staying Motivated | 20 oct. 2026 | 01:09:50 | |
I got Julian Dorey and Tommy G on at the same time, two of the hardest working people in this space, and we spent an hour on one question. What would it actually take to change this country? Tommy opened with his answer. We need a flashpoint. Something that gets young people united in the streets regardless of party. Julian pushed back, and his pushback is worth hearing. We have had plenty of flashpoints this year and nothing moved. He also made the case that revolutions almost never end the way people imagine they will, and that America is one of the very few places in history where it actually worked. Then we got into what they are each working on. Tommy is digging into Epstein’s lawyers and accountant, the men who were named co-executors of the estate roughly 48 hours before he died, each in line for tens of millions, and who would have seen every financial transaction. He also wants to talk to Denise George, the former US Virgin Islands attorney general who went after the estate and recovered $105 million, most of which went to tax settlements rather than the victims. Julian added that the accountant named several high profile clients in congressional testimony, which is a thread almost nobody has pulled. Tommy also talked about Mississippi, a homeless camp, an organization called Operation Good that walks into areas where gun violence is about to happen and tries to stop it before it starts, and why he is using his audience to fundraise for people doing that work. The second half is the part I keep thinking about. Julian’s point on complacency is that people now have just enough comfort to make everything else tolerable. A place to sleep, a streaming subscription, food delivered, and a phone to scroll until tomorrow. That is enough to keep anyone from acting. His test for it is simple. On your deathbed, is this stretch of your life a highlight or a lowlight? Tommy’s answer to that is what I loved. I can’t boil the ocean but I can boil my pot. Know your neighbors. Run the men’s group. Be the guy with the chainsaw when the tree falls. Coach the wrestling team like it matters. Social media has broken our sense of what an effect even is, and reaching three people well is still a real thing. And then we landed on the fix, which Julian laid out plainly. Term limits and getting money out of politics would solve about 90% of this overnight. The problem is the exact people who would have to pass it are the ones who benefit most from it never passing. So we talked about the general strike question, whether it is realistic, who would actually have to participate, and the enormous group of disengaged young men in both rural and urban America who have the numbers to move the entire country and do not believe they have any power at all. Book recommendations are in here too. River of Doubt, The Worst Hard Time, the H.W. Brands and Isaacson biographies of Ben Franklin, Our First Civil War, and Dungeon Crawler Carl. Go follow Julian Dorey and Tommy G. Both of them are doing real work. Minisode three. Subscribe and join the Dollar Club to keep independent media alive. | |||
| Russian Bots, Energy Ceasefire & the September Inflation Report | ZFS 111 | 14 oct. 2026 | 01:26:47 | |
We have a diesel deal that turned out to be a nothing sandwich, a ceasefire nobody actually agreed to, a 3D printed salmon with no fish in it, and two pieces of real data that dropped yesterday and this morning. | |||
| “How do we FIX the HOUSING CRISIS?” Interview w/ Freddie Smith | 13 oct. 2026 | 01:05:12 | |
Freddie Smith came back on for our second minisode and we spent the whole hour on one question. Can the housing market actually be fixed? We started with the grieving process. Freddie made the point that if inflation and home prices had taken fifteen years to get where they are, we would have slowly adjusted. Still been getting screwed, just in smaller pieces. Instead it happened all at once between 2022 and 2026, and that speed is what made it so devastating. He also pointed out something I have noticed too. In 2023 his comment sections were split. In 2026 almost everyone agrees the system is broken. That shift matters. Then we got into solutions, and Freddie made it clear he does not think a single policy saves us. His big one is eliminating federal income tax on the first $100,000 of everyone’s income and making up the difference at the top. His argument is that for someone making ten million a year, groceries and gas and health care are effectively free, while for someone making 100K that same tax burden is the difference between a down payment and nothing. I brought up mine, which is charging investors a fee at closing on any property they buy to profit from, capping single family ownership at twenty homes, and requiring purchases to be made under a Social Security number instead of a shell company. If we had charged a 3.5% fee on long term investor purchases over just the last three years, we would have had enough to put 4.2 million first time buyers in homes with $15,000 in down payment assistance. We also walked through why builders are not building. Regulatory costs on an average new home have jumped more than 40% in five years. On a $420,000 build you are roughly $131,000 in before a single shingle is ordered, up from $96,000 in 2023. Profit margins do not really work until you get past 2,450 square feet, which is exactly why nobody is building the small starter homes Gen Z would actually buy. I pulled up the August monthly Treasury statement live. Individual income tax for fiscal year 2026 came in at $2.5 trillion. Corporate income tax came in at $295 billion. Sit with that ratio for a second. And we closed on what comes next. Death and divorce. I have clients right now who are divorced and still living together because neither one can qualify for a mortgage alone. Then the boomer die off somewhere around 2032 to 2038, a birth rate that is not recovering, and net negative immigration. Freddie thinks the market just stays frozen as long as rates sit here, and his advice is pay down debt, stack cash, and wait. Go follow Freddie Smith on TikTok, Instagram, YouTube, and Facebook, and grab his book Generation F’d, out now at Barnes and Noble and Amazon. Minisode two. Next week we have two surprise guests. Subscribe and join the Dollar Club to keep independent media alive. | |||
| Iran, Housing, & How to Prepare for 2028 | ZFS 110 | 12 oct. 2026 | 01:33:40 | |
I want to start with my buddy Jared. I sold him a home in Kent County Delaware in the summer of 2022 for $267,000 when he was making $63,000 a year. Four years later he built a software company, works harder than almost anyone I know, and now makes $127,000. More than double. His home is now worth $410,000. If I tried to requalify him today, for his own house, he would not qualify. He has a $1,500 mortgage and nowhere to go, because selling it and buying something comparable would nearly double his payment even if he rolled all his equity in. That is the economy in one story. So I want to ask you honestly. Is the American dream still alive? Then Iran, month eight of what we were told would be two to four weeks. Mr. Global has been the best follow of this entire war and his latest update is worth sitting with. A tanker struck 300 miles west of the Strait of Hormuz, in port, with casualties. Fourteen tankers hit in a single week. Ship to ship transfers happening at sea because nobody wants to take a full size tanker deep into the Gulf anymore, which means you now need two or three tankers to move what one used to. Shipping rates have gone from $30,000 to $50,000 a day to over $1 million a day. One tanker run from the United States to China just went for $72 million. Crews are reportedly being paid $100,000 a month plus a $50,000 bonus to make the run. None of that is sustainable and all of it lands in your grocery bill. On housing, I pulled up the National Association of Realtors affordability index live. Median existing single family home went from $394,100 in 2023 to $412,500 in 2024 to $419,300 in 2025 and sits at $434,800 as of the August data, which does not even include the September rate jump to 7.5%. And I need you to internalize this. If inflation drops to 1%, prices did not come down. They went up 1%. That is all it means. The actual problem is that wages never caught up, and nothing in Washington is fixing that. Then I get into the theory I laid out on our Dark Money Breakdowns channel. I call it the dog kicker. There is an old Powerpuff Girls episode where a boy keeps heroically saving dogs from traffic, until someone realizes he has been kicking them into the road himself. I think that is the play. Kick the economy, hand the legislature to the Democrats in the midterms, let it crack in 2027 or 2028, point at the scapegoat, and bring in the hero. And I think the hero they have teed up is funded by the same people building the surveillance infrastructure. Look at the pattern. 1907 panic gave us the Federal Reserve. 1929 gave us 1933 and gold confiscation. The savings and loan crisis gave us Reaganomics. 2008 and Covid gave us $7.5 trillion in printing. Every single crisis, something gets taken. That is why I have been saying own an asset for four years. That is why I keep telling you to hold gold and silver. I ended this one in a weird headspace, because somewhere in editing that video it stopped feeling like a puzzle I was solving and started feeling like the world I am raising my daughter in. So take care of your body, your brain, your spirit, and then your wallet. Serve the person to your left and your right. That is whole wealth and it is the part nobody can take from you. | |||
| Is the world a stage? | ZFS 109 | 06 oct. 2026 | 01:21:02 | |
Five things Trump said this week that are worth sitting with, an AI development that genuinely rattled me, and our full reaction to the FlyDubai story. We open with the numbers because the numbers do not spin. The August Monthly Treasury Statement is out and we are running a $167 billion deficit in a single month. Tariff revenue comes in fourth on the receipts sheet, below Miscellaneous. You would have to multiply our tariff income by twelve just to break even for one month. Meanwhile the fiscal year 2026 deficit is already at $1.966 trillion. So when the president promises $5,000 checks for every adult citizen if Republicans win the midterms, understand what that actually costs. $1.68 trillion. And understand what he said would happen if they lose. A 1929 disaster. Those are his words. Then we played the rest. The bayer aspirin ramble and the 386 milligram pill that does not exist. The line about letting them take out Los Angeles, letting them take out San Diego, because it is a small price to pay. The admission that he loves the inflation. And the war that is ending immediately after the election except it might go a little longer and there will be attacks after the midterms. I want you to hear all of it in one sitting, because individually these get buried under the next headline, and together they tell a very different story. Sean also walked me through something I had not seen. People are using AI to reverse engineer the code of two separate video games and stitch them together. Spider Man swinging through Arkham Gotham. If AI can deconstruct a game engine that fast, the obvious next question is what else it can deconstruct, and nobody seems to be talking about that. And we closed on FlyDubai with James Li's breakdown. An Omani pilot who is not permitted to fly into Israel. A plane that dropped 18,000 feet in under a minute with no injuries, no luggage out of the bins, and a full glass of water sitting upright on a tray table. A passenger in a blood soaked shirt standing in front of Netanyahu hours later saying he learned to level out a nosedive from watching a TV show. I am not telling you what happened. I am telling you the story we are being handed leaves you with more questions at the end than you had at the beginning. I ended this one talking about mourning. I think a lot of Americans have figured out the American dream is dead, and nobody ever gave them a funeral. No closure, no ceremony, just a phone and a few people around you who see it too. If that is where you are at, I want you to know that caring that much is the most patriotic thing about you. Take care of yourself first so you can take care of the people to your left and your right. | |||
| False Flag Breakdown & More w/ James Li | 05 oct. 2026 | 01:04:06 | |
I got James Li on the stream and we covered a lot of ground. He is one of the best independent journalists working right now, 5149 on every platform, and he does it as a one man operation with no producers, no editors, and no researchers. We opened on Israel and the 9/11 overlap, the Greater Israel Project, the cyber bill that just merged the American and Israeli military intelligence apparatus, and why James thinks this is the last administration that gets to offer unconditional support before the public shift makes it politically impossible. Then we got into the FlyDubai story, and James walked through it piece by piece. An Omani national in the cockpit on a flight to Tel Aviv, a country he is not supposed to be able to fly into. A CNN aviation expert saying on air that the numbers suggest the plane should have come apart. A passenger telling Netanyahu he learned to pull a plane out of a nosedive from watching Air Crash Investigation. No injuries on a full flight, no oxygen masks deployed, and a cup of water still sitting upright on a tray table. James is not telling you what happened. He is telling you what does not add up, and that is the part worth paying attention to. From there we went to AI. The flock cameras, the data centers steamrolling city council votes, the people getting misidentified and jailed with no due process and no recourse. And James made a point that stuck with me. The AI whistleblowers who went on prime time saying this technology might end humanity got red carpet treatment. Real whistleblowers get threatened, sued, and destroyed. That contrast tells you what kind of story you are actually being sold. We also compared notes on what broke us. For me it was the Federal Reserve. For James it was the 2016 primary and then Covid. We talked about trust in government sitting around 14%, whether there was ever a point we should have been trusting these institutions, and whether the people still have a real shot at taking this back. And he ended where I always end up too. Get the money out of politics. Ban the foreign lobbies, ban the corporate lobbies, publicly fund the campaigns, and let them fight it out in the court of public opinion. There is no counterargument to that one. There just isn't. | |||
| My 15 Reasons to Keep Talking About Epstein | ZFS 108 | 29 sept. 2026 | 01:29:43 | |
Have you heard much about Epstein lately? Not really. Plenty about the war, plenty about inflation, plenty about everything else. So today I am giving you my 15 reasons why we need to keep talking about it, and I am laying every one of them out with sourcing on the corruption map. We start with the come up that makes no sense. Teaching math and physics at the elite Dalton School with no degree. Hired at Bear Stearns with no degree, worked up to limited partner, then resigned in 1981 over a fraudulent loan and passing IPO information to a girlfriend. Five years later he is running the finances of a billionaire. Then there is the Zorro Trust claiming an $85 million Powerball ticket in Oklahoma in 2008, with a notarized power of attorney naming Epstein as trustee, and a Google AI overview that flatly says he did not win the lottery with no source attached. From there we walk through Robert Kraft's Palm Beach County case and the attorney he shared with Epstein. The national security excuse that got breezed past when the files were first delayed. The 17 year friendship people want to wave away. Robert Maxwell's work for the Rothschilds on the Macmillan takeover, his death off the Canary Islands, and the funeral in Jerusalem attended by a prime minister, a president, and multiple Mossad heads. The New Mexico probe that reopened and then went quiet. The whistleblower email about Zorro Ranch. JPMorgan's settlement with victims and Jes Staley's lifetime ban and £1.1 million fine in the UK, not here. And we close on Kevin Warsh. Federal Reserve chairman. On the board from 2006 through 2011, now running the whole thing. His wife is Jane Lauder. Her father is Ron Lauder, who helped fund Netanyahu into power and who attended a Christmas party in Saint Barts hosted by Jeffrey Epstein. Some crimes get tolerated because stopping them would destabilize the system they thrive on. So my question is simple. What else is being allowed right now because it is cheaper than stopping it? If I missed something, put it in the comments with sourcing. This works better when we build it together. | |||
| Diesel ban, NEW Housing Bill Proposed, Bond Market's Cracking | ZFS 107 | 25 sept. 2026 | 01:20:20 | |
Three things on the table today. The bond market that keeps threatening to crack, a brand new Senate housing bill that would put $50,000 in first time homebuyers pockets, and a proposed 90 day ban on American diesel exports that would ripple across the entire globe. We start with a Bloomberg clip where an analyst says 7% rates are historically normal and consumers just do not want to buy this market. Both statements are technically true and completely disconnected from reality. In June 2001 we had these same rates. The national debt was $5.8 trillion, the median home was $150,900, and 38% of median income went toward shelter. Today the debt is $40.2 trillion, the median home is $406,000, and 45% of median income goes toward shelter. Same rate, completely different world. Then the amortization math that should make you sick. On a median home today, your payment is $3,168 and only $297 of that goes toward principal. The rest goes to the bank. Over 30 years that $406,000 home costs you just under a million dollars. We break down the Homeownership Promise Act from Ron Wyden and Jeff Merkley. A 5 to 1 federal match up to $50,000 for first time buyers, limited to homes under the local median price. I read the actual bill, explain what it could do for builder incentives, and where I think it falls short. And we close on diesel. The White House is reportedly preparing a 90 day export ban ahead of the midterms. Russia just extended its own. Together that is 30% of global seaborne diesel exports off the table. Mr. Global breaks down exactly why that would drop US prices briefly and then break supply chains worldwide. Meanwhile Ukraine has now hit three Russian refineries in a week, which is why I do not think diesel is done going up. | |||
| TIPS for Buying a Home in 2027 | ZFS 106 | 22 sept. 2026 | 01:00:35 | |
Will home prices drop in 2027? Will mortgage rates come down? Is a crash coming? I am a full time real estate agent and I am going to give you the honest answers, including some advice you will not hear from any other realtor. We start by grading our 2026 predictions. We called max 2% price compression, mortgage rates not hitting 4%, and investors buying around 30% of homes. We are sitting at about 5.9 out of 6 on those. Then we get into where we actually are right now. 96% of mayors surveyed say their residents are very or extremely concerned about affordability. The qualifying income for a median home just hit $108,288. Housing inventory is at 1.14 million, but nearly half of that is new construction, not panic selling, which is why I still do not believe a crash is coming. I also react to a viral realtor clip telling people to buy now and refinance later, and explain exactly why marry the home and date the rate is some of the worst advice given during Covid and why people who bought between 2022 and 2025 are feeling the most pressure right now. Then I give you three tips. The best location to buy, the best mortgage program to use, and the best type of home to buy for the money. And I close with the thing no realtor will say out loud. Right now the median three bedroom rent in America is about $2,000 a month, while the interest alone on a median priced home is $2,271. Not the payment. The interest. If you can live with family or bunk with friends while you save, do it, and do not let anyone make you feel silly about it. Plus my three predictions for 2027. Energy and bonds being the story of the year, the resilient consumer finally breaking, and where rents and rates actually head next. | |||
| This State has a HUGE problem w/ Michael Smith | ZFS 105 | 19 sept. 2026 | 01:35:13 | |
Delaware has a problem and it comes down to three things. Housing, jobs, and retirement. Today I break all three down and then sit with Michael Smith, Democrat candidate for Delaware State Treasurer, to ask him what he actually plans to do about it. | |||
| Gas & diesel prices just SOARED, what happens now??? | ZFS 104 | 18 sept. 2026 | 01:20:32 | |
Gas is at $4.44 nationally, up nearly 50% since this war started in February. Diesel just hit a record $6.40, up 77 cents in the first two weeks of September alone. In California diesel is already at $8 a gallon. Sean, Joe and I break down exactly why this is happening and why I do not think it comes back down anytime soon. Here is what most coverage misses. Crude oil is not the story. Diesel is. Diesel is the single most universal tangible input in the American economy, it moves your groceries, your packages, your construction materials, everything. And the reason diesel and gasoline are climbing faster than crude is that refined fuel is explosive, so almost nobody is lining up to haul it through the Strait of Hormuz right now. Freight captain crews have gone up eight times in cost because of the risk. Ukraine keeps hitting Russian refineries. Exxon just shut down its Joliet plant entirely after a power outage. Refining capacity is disappearing while demand keeps going. Then there is the Strategic Petroleum Reserve. We peaked at 726 million barrels in 2009. We were at 415 million as recently as March. We are now around 285 million, the lowest level since 1983. Under the Energy Policy and Conservation Act there is a hard legal floor at 252.4 million barrels, below which the president cannot do routine drawdowns without declaring a national energy emergency. We are getting very close to that number. And we close on China. Their crude imports collapsed when this war began, which quietly kept global prices from spiking even harder. Now those imports are ticking back up. Whether that is pure economics or something more strategic, the result is the same. Supply comes off an already tight market. If you have not filled your heating oil tank for winter, I would do it now. | |||
| The Buyers are GONE...What Happens Next? | ZFS 103 | 08 sept. 2026 | 01:15:07 | |
The buyers are gone. Not just in housing, not just in cars, everywhere, across every major purchase in this country and honestly across the globe. Sean, Joe and I dig into why, and it all comes back to the same place. | |||
| Will Housing Ever Become Affordable? | ZFS 102 | 01 sept. 2026 | 01:28:56 | |
Will housing ever become affordable? Sean, Joe and I dig into what it would actually take for home prices to come down, and why the answer is a lot more complicated than everyone screaming crash on TikTok wants it to be. We start with the number that should stop you cold. The qualifying income for a starter home in America right now is $103,584 a year. That is just to get your foot in the door. Then we play a clip of Trump saying he does not want housing prices to come down because he wants to protect the wealth of homeowners who already own. The same guy who campaigned on driving prices down is now on camera saying the opposite. I walk through the three rules that have preceded every housing crash in history. Low demand and high supply, which we do not have right now. Jobs failing first, which has not happened yet. And money printing as the government's inevitable response once something does crack. We debunk a viral bank teller story with zero sourcing, we look at real delinquency data instead of vibes, and we dig into the silver tsunami theory, whether boomers dying off over the next decade will actually flood the market with affordable supply, or whether it just leaves empty McMansions in retirement towns nobody under 40 wants to live in. Bottom line, I do not think this ends in a crash. I think it ends in more printing, prices grinding back up, and wages continuing to lose the race. The real problem was never housing. It is money printing and wages that never caught up. We are now shooting twice a week, Tuesdays and Fridays, live here on YouTube, and available on Spotify and Apple right after. | |||
| They Are Buying Their Own Debt Now | ZFS 101 | 28 août 2026 | 01:15:39 | |
Episode 101. Sean is back on the boards, healthy and happy, and we are digging into the trickery happening over at the Treasury and the impossible position the Federal Reserve has put itself in. Here is the setup. The July Treasury statement shows $334 billion came in and $766 billion went out. That is more than double. A $432 billion deficit in a single month. Scott Bessent's answer is that we will grow our way out of it, mostly through tariff revenue. So we ran the math. Our GDP grew 2.9% in 2023 while our debt grew 7.2%. In 2024 it was 2.8% growth against 6.9% debt. In 2025, 2.1% against 6.1%. Our debt is growing two to three times faster than our economy. Monkey no believe that. Then it gets worse. Nobody wants our long term debt, so the Treasury announced it is doubling its own bond buybacks and may tap nearly a trillion dollars from the Treasury General Account to do it. That is manufactured demand. We are buying our own debt to suppress our own yields. One analyst called it the world's largest interest only adjustable rate mortgage, and the adjustment dates come every 28 days. Meanwhile Kevin Warsh is sitting at the Fed with two mandates and no way to hit both. Raise rates and you kill the job market that already has 5.6% unemployment for college grads under 30. Cut rates and inflation, already at 3.7% on PCE, runs away from you. If they hike they lose the long end. If they cut they lose the long end. That is the whole game. I close with Trump saying out loud that the ultimate intervention is our military, Smotrich openly laying out the expansion plan, and the Las Vegas bio lab charges quietly getting dropped. Own an asset or get left behind. | |||
| 5 Ways to THRIVE in a TOUGH 2027 economy | ZFS 100 | 22 août 2026 | 01:50:52 | |
Episode 100. Thank you for being here for every single one. Sean is out sick so Joe is on the boards, and today I am giving you five things you can actually do to not just survive but thrive in what I believe is going to be a very tough 2027 economy. First I walk you through the setup. We just passed 40 trillion in national debt, and the interest on that debt is now over 1.1 trillion a year, more than our entire military budget. That has never happened until seven months ago. Scott Bessent says we will grow our way out of it. Nobody is buying our bonds, so the Treasury is doubling its own buybacks. The Fed is trapped between two mandates it cannot both satisfy, and Kevin Warsh, the same man who was there in 2008, is back for round two. The math is the math. They are going to print money. It is the only lever left. Then I give you the five moves. One, grow your own food, because the UN and JP Morgan are both warning of a global fertilizer and food supply crisis heading into 2027. Two, lock in job and career security, because when the printing comes the job market gets tighter first. Three, hold gold and silver as your insurance policy against a weakening dollar. Four, hold your index funds and retirement accounts with diamond hands because they will print and it will come back. Five, hold real assets, dirt, housing, and the things that go up when the dollar goes down. But this one is not just about money. I close on whole wealth. Your time, your mind, your body. Read the book, hit the gym, take the cold shower, put down the vape, drop the doom scroll. Your net worth is not your personal worth. And if you are a young man who wants more, I am starting a 90 day journey on September 1st called the 90 Day Life Max. DM me if you want in. Here is to the next hundred. | |||
| A WARNING FLARE WENT UP.....what happens next? | ZFS 99 | 16 août 2026 | 00:38:11 | |
A warning flare just went up in the currency markets and almost nobody is talking about what it actually means. The United States just bought the Japanese yen for the first time in over a decade, and I want to walk you through why that quiet little intervention is a much bigger deal than it looks. | |||
| What's next for America? | ZFS 98 | 13 août 2026 | 01:01:35 | |
This one is different. No graphs, no headlines, no breakdown. Just me and the mic asking a question I have not been able to shake. What is next? For this country, and for me. | |||
| The AI Bubble Is Being Funded With Fake Money | ZFS 97 | 12 août 2026 | 01:35:02 | |
Everybody is talking about whether AI is a bubble. Almost nobody is talking about how it is actually being paid for, and that is the part that should scare you. Sean, Joe and I follow the money all the way down. I walk through the four ways the hyperscalers like Meta, Google, Oracle, and Nvidia are funding this AI buildout. First capital expenditure, which jumped from 18 billion a quarter in 2019 to 130 billion a quarter today. Then domestic corporate bonds, which exploded from 20 billion in all of 2024 to 178 billion just eight months into 2026. Then international bonds sold off in euros, francs, and yen because there are literally not enough dollars to cover it. And finally the special purpose vehicle, the shell company shell game that lets Meta build a 30 billion dollar data center in Louisiana under a company called Beignet while keeping 80% of the debt off their own books through firms like Blue Owl, Blackstone, and Apollo. Here is the part that matters. When you sell off the debt, the risk moves to whoever holds the bond. That is pension funds, retail investors, everyday people. The billionaires keep the upside and hand you the downside, exactly like 2008. In 2007 Ben Bernanke said the subprime problem was contained. This year the IMF used almost the identical word about private credit and AI. Contained. We have heard this song before. I also get into why this is capitalism working as designed, why the China argument is being used to justify all of it, and why I think this ends in more money printing, more hyperinflation, and another transfer of assets to the people who already own everything. | |||
| Morocco, Israel and the Strait Nobody Is Watching | ZFS 96 | 04 août 2026 | 01:27:07 | |
Is the Strait of Hormuz really open? Is the war really over? And why did 60,000 to 80,000 migrants flood a tiny Spanish territory two weeks after we quietly sent Morocco 40 million dollars? Sean, Joe and I connect the dots. | |||
| This Crash Indicator is FLASHING RED | ZFS 95 | 31 juil. 2026 | 00:51:45 | |
Nobody taught us how bonds work in school, so I am going to teach you today, because the 30 year Treasury bond just hit a 19 year high and almost nobody is talking about it. | |||
| The Rothschilds Are Mentioned 12,000 Times in the Epstein Files | ZFS 94 | 29 juil. 2026 | 01:30:53 | |
We are still talking about Epstein because it still is not resolved. Sean, Joe and I pull up the corruption map again and go name by name through the people we believe should be investigated, arrested, and tried, not gallivanting through NBA finals and FIFA World Cups while the victims get doxxed. We start with the number that stopped me cold. The Rothschild name appears 12,056 times in the Epstein library. Trump's name appears 5,317 times. So why is one of those the only one we are allowed to talk about? From there we walk through the whole list. Trump on the flight logs eight times. Ehud Barak. Prince Andrew. Alan Dershowitz. Peter Thiel and his 2,200 mentions plus the $40 million Epstein put into his funds. Les Wexner. Leon Black and his closed door deposition. Peter Mandelson. The Sultan connected to a tenth of the world's sea transport who stepped down right after the files dropped. And Ghislaine Maxwell serving what looks more like a spa retreat than a prison sentence. Then we go deep on Ron Lauder. The Estée Lauder cosmetics heir. Father in law of new Fed chair Kevin Warsh. The man who pitched Greenland to Trump according to John Bolton. Who financed Netanyahu into power through strategist Arthur Finkelstein. Emails asking for a billionaire's tax returns and will after a single lunch. And a 60 year friendship with Trump that connects all the way back to Bibi and the World Jewish Congress. We are three dudes in a basement connecting what is already public. That is all this is. The evidence is right there. | |||
| The Epstein Cover Up Is Falling Apart | ZFS 93 | 24 juil. 2026 | 00:50:03 | |
I did not want to make this episode. I have been trying to bring positivity into this space, but there are no good updates on the Epstein files and I owe you the truth. We have 6 million files. Only 3 million have seen the light. Todd Blanche and the DOJ just told a federal judge they will not release or unredact the rest, including at least eight email exchanges about a torture video, interviews with a woman who says she was abused by Trump as a minor, and the records tied to Zorro Ranch. They said they have already complied with the law. They have not. Sean, Joe and I walk through our corruption map and the entire Epstein sphere. Zorro Ranch and the whistleblower email describing two girls buried in the hills. Howard Lutnick lying on a podcast about a business relationship with Epstein that the BBC just confirmed through a whistleblower. Leon Black and his closed door hearing that cleared him. Glenn and Eva Dubin. Kevin Warsh running the Federal Reserve. And the victims who got doxxed, lost their jobs, and were met with gaslighting while Todd Blanche spent nine hours with Ghislaine Maxwell and not nine minutes with a single survivor. The one bit of hope is the Epstein Transparency Act part two from Thomas Massie and Ro Khanna, which would let state attorneys general pull the files directly from the DOJ and prosecute the crimes the federal government refuses to touch. It is a small government bill that puts power back in local hands. Pay attention to it. | |||
| Could Housing Crash? | ZFS 92 | 22 juil. 2026 | 01:23:31 | |
Everybody on TikTok is telling you the housing market is collapsing. 227,000 foreclosures. Homes crashing 80 to 90%. A $1.5 million house selling for $300,000. I went through the three most viral clips making these claims and I brought something none of them did. Math. | |||
| Headlines good? Reality bad? | ZFS 91 | 15 juil. 2026 | 01:09:28 | |
The White House posted a graph this week saying prices are falling. I need to be very clear about something. Prices are not falling. Inflation came in at 3.5% for June which means everything you buy is 3.5% more expensive than it was this time last year. That is not deflation. That is not prices coming down. That is propaganda posted at a convenient moment before the war started back up again. I walk through every major headline hitting the economy right now and tell you what it actually means. The Strait of Hormuz is back down to 3 to 5 ships per day after briefly opening. Trump is threatening to bomb Iranian power plants and bridges next week if they do not come to the table. Oil is sitting at $78 and economists are already calling for a dramatic spike if he follows through. Our Strategic Petroleum Reserve is sitting at 319.5 million barrels, only 19.5 million above the minimum operating level, the lowest since 1983. Food is up 26% over five years. India is hitting 9.87% wholesale inflation because of this war. Farmers are dealing with tariffs, drought, and urea costs all at once. And the AI bubble is being called out by Jeremy Grantham and Bill Gurley, two of the most credible voices in investment, who are both saying the same thing. This is the dot com bubble and it is going to pop. | |||
| What Made Housing so EXPENSIVE? | ZFS 90 | 08 juil. 2026 | 01:13:55 | |
Before Covid I got sandwich makers into homes. Deli workers. Campus security guards. Single airmen fresh out of basic training. Sub thousand dollar mortgages every week here in Delaware. That world is completely gone and I want to walk you through exactly why. In this episode Sean, Joe and I break down the real causes of the housing crisis from the ground up. Median home prices. Rental increases since 2015. The $4 trillion the Federal Reserve printed in 2020 and where that money actually went. The Cantillon effect and why banks, governments and asset holders always win when money gets printed. And the one graph that shows a first time home buyer today needs to make $93,000 a year just to qualify. We also read the actual Dallas Federal Reserve document that went viral this week. Not the New York Post headline. Not Caroline Leavitt's tweet. The actual document. And what it says is very different from what went viral. Immigration can explain about 30% of the total growth in home prices in metro areas. Not 30% of home prices. 30% of the increase. Which works out to roughly 6.8% of total home price growth. That is a very different number and nobody is telling you that. We close with a real conversation about what Gen Z is supposed to do in this economy and what a silver lining actually looks like when the system is this stacked against you. | |||
| House Bill Breakdown and Inflation Update | ZFS 89 | 03 juil. 2026 | 01:22:36 | |
Three things on the table today. The Road to Housing Act, the jobs numbers, and Trump enriching himself from office. I walk through the housing bill section by section and give you my honest take on what is actually good, what is a grant nobody will fund, and what is missing entirely. The corporate ownership cap has no divestment clause. That is a problem. The manufactured home chassis requirement removal is one of the best ideas in the whole bill. I break it all down. On jobs, they expected 110,000 new jobs this month. We got closer to 50,000. April and May were revised down again. Gen Z graduates are entering the worst entry level job market in four decades. One in three junior roles has already been replaced by AI. And Caroline Levitt went on Fox News and said it is because they do not love America enough. Then we get into Trump's crypto holdings, his meme coin dinner with top holders, and Nancy Pelosi's trading record. And we close on the most viral tweet of 2026 so far, Eric Adams telling New Yorkers to set their AC to 78 degrees and Dave Portnoy calling it communism. Ads, as always, are off for the first 24 hrs. | |||
| Are they selling America for parts? | ZFS 88 | 29 juin 2026 | 01:23:41 | |
I just finished laying 204 feet of fencing. No producer, no notes, no script. Just me in the basement with something on my mind that I cannot shake. I think the tech bros are winning. And I do not mean that as a compliment. I spent two hours in Afghanistan in 2013 working alongside an intel contractor who had a blimp camera 400 yards in the air that could read a name tag from two miles away in 10K resolution. That was 2013. Now Flock cameras are going up in Milford Delaware reading your license plate, your dents, your face. Digital IDs are being voted on. CBDCs have no ban. Sam Altman has said publicly he thinks AI could be the end of humankind and he is still building it. Peter Thiel cannot answer why Palantir is being used to target and kill people in the Middle East. And Anthropic executives are quitting to go write poetry in Europe because they believe they have built something that could end the world. I walk through how we got here. The flip phone to the iPhone. The algorithm arriving in 2015. Operation Condor and 96% of American history being spent in active war. Lockheed Martin, Boeing, and Raytheon as the world's most profitable independent security contractors. The military industrial complex not as a conspiracy theory but as a line item on a balance sheet. And then I get to the thing that is keeping me up at night. I think they are selling America for parts right in front of us while we watch, get angry, do a boycott for a week, and then go back to filling our Amazon carts. What would it actually take to do something? I have a number. It is 10 million people. And I walk through what that would look like. This is a long one. Make yourself comfortable. | |||
| Would GEN Z survive the 2010 economy? | ZFS 87 | 24 juin 2026 | 00:57:03 | |
The government says cumulative inflation since 2010 is 52.72%. I think that number is a lie and I have the receipts. I spent time building out what I am calling the Real Inflation Tracker. I took real items that real 25 to 34 year olds buy every single week and I looked at what they cost in 2010 versus what they cost today. A McDonald's meal that was $5.29 in 2010 is now $16.79. That is not 52%. That is over 200%. A pack of bacon, ground beef, dish soap, car insurance, health insurance, rent on a one bedroom apartment, a college education, a new construction home. Every single one of them has gone up more than 100%. Most of them more than double the official number. I also walk through what has gone up the least since 2010. Video games, smart TVs, streaming devices, hotel rooms, cell phone plans, Bud Light. Nothing you actually need. Just the things that keep you distracted and comfortable enough not to notice what is happening to everything else. I break down Kevin Warsh's statement on price stability versus persistently high prices and why those two things are not the same sentence. I walk through the Dodge versus Ford 1919 court case that legally locked corporations into choosing shareholders over workers and why repealing it would do more for American wages than any tariff ever could. And I close with five things that would actually fix this system if anyone in Washington had the spine to do them. They are lying about the economy on purpose. I am going to keep building the data to prove it.
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| How much have prices REALLY gone up? | ZFS 86 | 23 juin 2026 | 01:03:21 | |
The government says cumulative inflation since 2010 is 52.72%. I think that number is a lie and I have the receipts. I spent time building out what I am calling the Real Inflation Tracker. I took real items that real 25 to 34 year olds buy every single week and I looked at what they cost in 2010 versus what they cost today. A McDonald's meal that was $5.29 in 2010 is now $16.79. That is not 52%. That is over 200%. A pack of bacon, ground beef, dish soap, car insurance, health insurance, rent on a one bedroom apartment, a college education, a new construction home. Every single one of them has gone up more than 100%. Most of them more than double the official number. I also walk through what has gone up the least since 2010. Video games, smart TVs, streaming devices, hotel rooms, cell phone plans, Bud Light. Nothing you actually need. Just the things that keep you distracted and comfortable enough not to notice what is happening to everything else. I break down Kevin Warsh's statement on price stability versus persistently high prices and why those two things are not the same sentence. I walk through the Dodge versus Ford 1919 court case that legally locked corporations into choosing shareholders over workers and why repealing it would do more for American wages than any tariff ever could. And I close with five things that would actually fix this system if anyone in Washington had the spine to do them. They are lying about the economy on purpose. I am going to keep building the data to prove it. | |||
| Iran or Epstein? | ZFS 85 | 22 juin 2026 | 01:05:59 | |
I want you to sit with this question for a second. Why does none of this make logical sense? We give Israel billions. We get nothing back. We go to war on their behalf. We tank our own economy. We choke off a fifth of the world's oil supply. We block 40% of global fertilizer. We threaten Iranian peace negotiators telling them you won't even make it back to your country. And then the moment a deal is close Israel bombs Lebanon again and the Strait shuts back down. Five vessels through on Sunday after 67 the day before. We are right back to square one. James Lee raised a theory I cannot stop thinking about. Trump is stuck between two choices. Support the Israeli agenda and keep doing their bidding or risk more Epstein exposure. Is that tinfoil? Maybe. But Trump was best friends with Jeffrey Epstein. He was best friends before that with Roy Cohn who was suspected of the same thing. The Rothschild family is mentioned 11,938 times in the Epstein files. Twelve CEOs have stepped down since the files dropped. Nobody named in those files has called any of it fake. And Howard Lutnick is on the list. And so is Trump. I said what I said. Bloomberg is now reporting that when our Strategic Petroleum Reserve stockpiles hit physical reality the price of oil does not go from 75 to 85. It goes from 75 to 135 in a month. Chevron and Exxon are both publicly warning the same thing. We have about 340 million barrels in reserve. We use 20 million a day. The math is not complicated. I close with something I believe in more than almost anything I talk about on this show. Whole wealth. Your net worth and your personal worth are not the same thing. Disconnect. Plant something. Put your phone down. You are the number one asset. | |||
| Did Trump take TRUTH SERUM + Reaction to FED Meeting | ZFS 84 | 18 juin 2026 | 01:23:22 | |
Something happened in the last 36 hours and I need to walk you through it because Trump said six things in one day that made me think somebody injected him with the truth serum from Spy Kids. He said Iran can keep ballistic missiles because other countries have them. He admitted the stock market shoots up every time peace is mentioned and crashes when it is not because the people like it. He called the bombing of Beirut unnecessary and unfair. He said Iran never won a war but never lost a negotiation in a tweet from 2020 that just resurfaced. And then he told Bibi Netanyahu to stop bombing Lebanon on his birthday while standing next to a mongoose. I am not making any of this up. I also got to watch Kevin Warsh's very first Federal Reserve meeting as chairman and I have a take that a lot of you are not going to like. He actually handled it well. No more future outlooks outside of the meeting. Rates held unanimously 12 to 0. Inflation not returning to 2% until 2028. Half of officials now expect at least one rate hike this year. And he said things clearly and directly in a way that felt genuinely different from what we have been watching for years. I did not expect to say any of that. The MOU has apparently been signed. The terms now include $100 billion in unfrozen Iranian assets instead of $24 billion and all secondary sanctions dropped including those from US allies. Israel has stated they will continue bombing Lebanon regardless. Netanyahu is furious about the deal. And based on a poll of 3300 of my listeners, 49% believe Iran won this war and only 2% believe America did. I am eating a cucumber from my garden during this episode. It is a large cucumber. That is also relevant. | |||
| Fed Reserve BIG day + Iran Deal Friday? | ZFS 83 | 16 juin 2026 | 00:55:04 | |
Two big things are happening in the next 48 hours and I want you to know what to listen for so you can make smart decisions with your money. Tomorrow at 2 p.m. eastern Kevin takes the podium for his very first Federal Reserve meeting as chairman. This is the man Trump appointed, whose wife's father is Ron Lauder, who attended a Boris Epstein Christmas party in 2010 where Jeffrey Epstein was a neighbor and guest. Am I supposed to just be okay with that? Because I am not sure I am. Either way he is walking into a quagmire that Jerome Powell handed off to him. Inflation is up. The job market is struggling. Lowering rates helps jobs but fuels inflation. Raising rates fights inflation but hurts jobs. There is no clean move. I am going to walk you through the three things I think we should listen for tomorrow including whether he hints at full quantitative easing coming back and what the Cantillon effect means for your assets right now. Then on Friday there is a memorandum of understanding being signed in Geneva between the US, Iran, and Pakistani mediators. JD Vance is expected to sign on behalf of America. Trump may be present. The terms include $24 billion in frozen Iranian assets being released, $300 billion in reconstruction aid, full withdrawal of US forces from around Iran, and Iran taking joint control of the Strait of Hormuz with Oman and charging a maritime services fee. Trump said in a tweet the 300 billion was fake news and accidentally said 300 million instead of 300 billion. The deal is real and the terms are not a win for America. I will walk you through exactly why. I also close with the real reason I do not think this 60 day ceasefire leads to a lasting peace. Same reason I have given for two months. Israel does not want it to end. And Bo is still alive. We have seen him three times on the trail camera. The cage is set with fried chicken. We are going to get him back. | |||
| U.S. & Iran After Action Report [MONOLOGUE] | ZFS 82 | 15 juin 2026 | 00:45:49 | |
There is a deal on the table. The Strait of Hormuz has more traffic. Markets are moving. Crypto, gold, silver, and stocks all reacting the way they should for the first time in a while. And I want to be excited about it. I genuinely do. I just came back from the gym. I am wearing a SpongeBob outfit. I want to be pumped up. But I cannot get past the terms. $24 billion in frozen Iranian assets unfrozen. $300 billion in US reconstruction aid. Full withdrawal of American forces from around Iran. Iran and Oman taking joint control of the Strait of Hormuz with a maritime services fee. And the one thing America gets to call a win is Iran reiterating a promise not to build nukes that they have already made before. I also cannot get past the pickleball analogy that explains this entire war better than anything I have seen in a newspaper. You have a pickleball partner who keeps getting his kneecap destroyed right before your big tournaments. And you just found out that the guy playing in his place is the one who has been hitting him with the lead pipe all along. Just so he can keep playing. That is the situation. I close with two things I am almost certain about regardless of how this deal plays out. A supply shock in oil is still coming because thousands of boats are stuck in the Persian Gulf and the Strait is still only moving a fraction of normal traffic. And food is going to get more expensive because 40% of the world's fertilizer supply came through that Strait and it has been choked off for over 100 days. Plant a garden. Stack your savings. Cut the subscriptions. You know what to do. | |||
| 11 Economic Graphs That Explain Why Your Broke | ZFS 80 | 13 juin 2026 | 01:36:21 | |
I pulled 11 graphs together and I want to walk you through every single one of them because I think most people are feeling this economy without being able to see it clearly. These graphs show it clearly. We start with data centers surpassing office construction in value for the first time in history and why the 200 jobs they promise are mostly custodial and security. We look at the S&P 500 versus job openings and the K shaped gap that began the exact month ChatGPT launched in November 2022. We watch a Harvard economist break down how 92% of Americans agree wealth distribution is unfair and yet nothing changes. We look at a series of graphs showing something dramatically broke in the American economy right around 1971 and then again in the mid 70s covering everything from incarceration rates to income inequality to the price of tomato soup. From there we go into unemployment. The headline 4.3% number is fake and I am going to explain exactly why. Frankie got fired. He delivers a couple burritos a week. The BLS does not count him as unemployed. Meanwhile 50% of under 30 year olds with a degree are underemployed right now in 2026. The national debt graph looks like a hockey stick sharp enough to stab somebody and it does not even include the last six years. We close on four housing graphs. Who is actually buying homes in America right now. One out of three homes purchased in 2025 was by an investor. The Blackrock Scooby-Doo buying theory. Why builders are not building. Why sellers are not selling. And why a crash is still not coming despite everything. You are not lazy, crazy, or dumb. You are just living inside a system that was designed to make you feel that way. | |||
| U.S. has a deal with Iran? | ZFS 79 | 12 juin 2026 | 00:13:28 | |
This is the eighth time a specific set of steps toward a ceasefire has been put in front of us. The 27th time we have declared victory. The 38th time we have declared a peace agreement is right around the corner. So let me walk you through what is actually on the table, what Iran actually wants, and why I do not think this deal happens. I break down the full timeline of this week. The Apache helicopter that went down in the Strait of Hormuz. The four regions we struck in southern Iran and northern Tehran. The Iranian drone responses into Kuwait and Jordan. The planned attack on Qeshm Island that got pulled back. And the Thursday evening announcement that a deal had been reached, which Iranian media immediately contradicted. I also walk through the 14 point deal that Iran has released publicly. The $24 billion in frozen assets. The $300 billion reconstruction fund. The full withdrawal of US forces from the region. The reopening of the Strait within 30 days. And the one thing America gets to call a win, Iran reiterating its commitment under the NPT not to build nuclear weapons. Here is my honest take. That is not a win for America. And more importantly this deal cannot happen for the same reason this war started in the first place. Israel is still bombing Lebanon. 3,711 people dead since March 2nd. Trump told Bibi to stop. Bibi launched Operation Arrows of Fire instead. Iran has made peace for Lebanon a non negotiable. Israel has made peace in Lebanon impossible. That is the wall this deal keeps running into. | |||
| "Big Corps have STOLEN our Country | ZFS 78 | 12 juin 2026 | 01:06:25 | |
I sat down with Todd Achilles, the independent veteran running for US Senate in Idaho against a man who has been in Idaho politics for over 50 years, bragged that the Senate was an easy job in his first month, and has become a rubber stamp for whatever comes out of the White House. Todd served in the Idaho Legislature and built a reputation as one of the most bipartisan members in the capital. He is now running as an independent and was trailing the incumbent by 14 points 90 days before we recorded this. As of last week he was down four. Pay attention to Idaho. We went deep on everything. RealPage and algorithmic price fixing that has stolen an estimated $700 million from Idaho renters since 2000. Corporate ownership of single family homes and why banning purchases is not enough without a forced divestment period. The Dodge versus Ford case from 1917 that legally locked corporations into favoring shareholders over workers. The Powell Memo. Citizens United. Stock buybacks consuming 90% of corporate profits while employees fall onto the social safety net. Non compete agreements being used on burger flippers. Unions. Public lands. And why competition is the single most powerful economic tool we have stopped using. Todd answered every lightning round question I threw at him. Age limits on Congress. Term limits. Ending insider trading. Banning corporate PACs. Ending the carried interest loophole. Banning Citizens United. No super PAC money for himself. He said yes to nearly all of them without hesitation. This is the kind of candidate that gets replaced. Let us make sure that does not happen. Subscribe to the Zach Foust Show and join the Dollar Club to keep independent media alive. Drop a comment. Would you vote for Todd Achilles? | |||
| LATEST Inflation Numbers, Iran, and 3 BIG WARNINGS | ZFS 77 | 11 juin 2026 | 01:21:29 | |
I recorded this one on the move. We have a missing dog and I had to get this out before I went to go find him. If you are in Camden Delaware and you see a dog named Bo please hit me up. On to the episode. Inflation just dropped this morning from the Bureau of Labor Statistics and it came in higher than expected at 4.2% annual. Energy is up 23.5% year over year. Fuel oil is up 58.9% year over year. And I want you to really sit with that because fuel oil is not just your gas tank. Fuel oil is in everything that ships, manufactures, farms, and moves in this country. That is not a gas price problem. That is an everything problem. Trump has now claimed the Iran deal was close 38 times since this war started. The war has now crossed 100 days and is more than ten days past the legal limits of the War Powers Resolution of 1973. Three US bases in Jordan and Kuwait were hit overnight. An Apache helicopter went down over the Strait of Hormuz. And Trump put out a tweet this morning about the naval blockade. Iran's Ministry of Foreign Affairs responded calling us the American terrorist regime. I am a veteran and I barely had a visceral reaction to that anymore. That should tell you something. Then I close with three big warnings. JPMorgan's Jamie Dimon, the IMF, and the CEO of Exxon are all saying the same thing from different angles. Something is coming and the stock market is not reflecting it. Three things you can do. Hold assets. Recession proof your job. Take care of yourself. | |||
| 10 Reasons Why.....The Fed Reserve is CORRUPT | ZFS 76 | 09 juin 2026 | 01:03:20 | |
I have ten reasons why the Federal Reserve should be something every American looks at sideways. And I promise even if you have heard the Jekyll Island story before there are a couple facts in here you probably have not connected yet. We start with the name. It is not federal and it does not have reserves. As of March 15th 2020 the reserve requirement for American banks dropped to zero percent in response to Covid. Zero. We are operating an entire banking system on vibes and printed money. From there I walk through the secret 1910 Jekyll Island meeting where six men representing roughly one quarter of the world's wealth snuck away from their families lying about where they were going to draft what would become the Federal Reserve Act. I walk through the Pujo Committee that found nearly half of America's banking assets were held by 180 people, wrote up damning findings, and then did absolutely nothing because the man who wrote the final report was already connected to the same banking houses he was supposed to be investigating. I walk through December 23rd 1913 when the Federal Reserve Act was passed at ten thirty at night hours before Christmas Eve by 18 votes with 27 senators not present. I walk through World War One, the Great Depression and how the Fed could have stopped it but chose not to. I walk through the Titanic and who was on board and why that matters more than most people realize. And I close with the Rockefeller and Nelson Aldrich family connection that ties the whole thing together in a way that is very hard to call a coincidence. And then I go one step further. I think central bankers lost control around 2001. Wall Street took over. Then private equity beat Wall Street around 2008. And now the tech bros and private equity are running the global financial system together. The Federal Reserve might already be a legacy system that nobody at the top actually needs anymore. | |||
| Midterm Primary Election DOOM or GLOOM w/ Nico Agosto | Cabin Fever 11 / ZFS | 05 juin 2026 | 01:09:46 | |
Only 4% of Americans live somewhere their vote actually matters in a general election. 96% of congressional races are decided in the primaries where almost nobody shows up. That is not an accident. That is the design. From there the guys dig into the $1.7 billion being allocated toward January 6th defendants, the DOJ making Trump completely untouchable from IRS audits, content creators getting subpoenaed, and what it actually felt like to watch the Massie race from the inside knowing what was at stake. Then Nico Agosto from Stalking Capital and the Integrity Index joins the conversation. Nico is building a tool that scores your congressperson based on whether they take corporate PAC money, trade individual stocks while in office, and co-sponsor legislation to get money out of politics. It is one of the most practical things being built right now for people who want to actually do something beyond just being angry. The conversation covers Citizens United, closed primaries, why you should probably switch your party registration even if you hate both parties, the Texas Senate runoff where 8% of eligible voters decided the outcome, and why Massie losing might be exactly the wake up call the movement needed. | |||
| The Truth About the Housing Market Nobody Wants to Hear | ZFS 75 | 03 juin 2026 | 01:22:40 | |
I know you want a crash. I want one too. But I need to tell you the truth about why it is not coming and what is actually going to happen to home prices over the next three to five years. In this episode I walk through three battles destroying housing affordability for everyday Americans right now. The wage battle, where wages have gone up 25% since 2020 but home prices have gone up 52%. The price battle, where median existing home prices are sitting at $414,000 and barely moving. And the rate battle, where 30 year mortgage rates stay high because the ten year Treasury yield will not come down as long as inflation stays baked into the bond market. I also break down why a crash is structurally almost impossible right now. Half of all homes on the market are new construction being sold by corporate builders like Ryan Homes and DR Horton. 111,000 of those homes are not even built yet. They are blueprints being counted as inventory. We do not have the supply conditions that caused 2008 and we are not getting them anytime soon. I react to three tweets from housing creators calling for a crash, walk through real data on supply, demand, builder activity, tariff impacts on lumber, and what 100 economists surveyed by a Canadian firm actually said about where home prices are headed by 2031. The answer will make Sean sad. It makes me sad too. | |||
| Your Net Worth Is Not Your Personal Worth | Zach Foust on Bigg Fella | 03 juin 2026 | 01:05:12 | |
Noah Tanner brought me on Bigg Fella for one of those conversations that just goes everywhere in the best way possible. We started talking about buying your first home in 2026 and ended up deep in self discipline, mental health, disconnecting from screens, and what it actually means to build a life that is worth living. I told him my honest take on homeownership right now. Is it still worth it? Yes. But not for the reasons most people think. We broke down what the housing market actually looks like for Gen Z and millennials today, how to think about your first purchase when the numbers feel impossible, and why owning an asset in a K shaped economy is still the single best thing most people can do for their long term financial picture. We also got into the stuff I have been talking about more on my own show lately. You are the number one asset. Your discipline, your mental clarity, your ability to sit in silence and know yourself is worth more than anything in your portfolio. And I closed with the one thing I want you to remember. Your net worth and your personal worth are not the same thing and should never be treated like they are. Noah Tanner is doing something real with Bigg Fella. He coaches big guys, he runs marathons, and he asks real questions without an agenda. Go subscribe to his channel and show him some love. | |||
| Iran negotiations are done, what's next for America? | ZFS 74 | 02 juin 2026 | 01:08:43 | |
I shot this one as an emergency broadcast. Iran has officially backed away from the negotiating table. Their deputy head of central military command said it plainly. Without surrender, war is inevitable. And we are not surrendering. So here we are. On top of that the CEO of Exxon is now calling oil at $150 to $160 a barrel within weeks. We are currently sitting at $91.50 as I shot this. For context we were at $62 to $64 before the Strait shut down on February 28th. Do the math on what that means for your gas, your groceries, your fertilizer, and everything that moves by diesel in this country. There is also a report out of Axios that Trump called Bibi Netanyahu and screamed at him. Called him crazy. Told him everybody hates Israel because of this. I do not believe that phone call happened the way it is being described and I will tell you exactly why. Because the day after that call Israel attacked Lebanon and killed six more people including two children. That is not what a steamrolled man does the morning after getting chewed out. I also break down the Axios funding question, the Glass-Steagall repeal, why crises never happen immediately but always trace back to a single moment, and why February 28th 2026 is going to be in the economic history books. And I close this one with three things you can do right now. Hold assets. Invest in yourself. Disconnect. | |||
| "We're ALREADY in a recession" | Iran, inflation, & jobs numbers | ZFS 73 | 01 juin 2026 | 01:07:53 | |
I just want to know what's actually happening. Not what the headlines say. Not what the stock market says. What is actually happening. | |||
| What Pakistan Knows About America That Americans Don't | The Honest Middle ft. Zach Foust | 27 mai 2026 | 01:36:32 | |
I got on a call with Ali Sabir from Pakistan for the very first episode of The Honest Middle and honestly one of the best conversations I have had in a long time. Ali lives in a country that feels every move America makes at the fuel pump, at the currency exchange, at the border. The Strait of Hormuz closes and Pakistan pays five to six dollars a gallon on a minimum wage of 120 dollars a month. That is the real cost of American foreign policy and most Americans never think about it because they do not have to. We went deep on the Epstein class and who actually sits above the system. The Rothschild family, August Belmont, the 1895 and 1907 bank panics, Jekyll Island, the Balfour Declaration, Robert Maxwell, Ghislaine, and how every single thread connects if you just pull it. We talked about Peter Thiel, Palantir, the tech bros building a surveillance state and calling it governance. We talked about the two party system being completely politically homeless for most Americans. We talked about where the power is actually shifting and why the answer might be techno feudalism if we do not wake up. Ali is brilliant. He knows more about the American system than most Americans do. He is just getting started on his YouTube journey and this is episode one of something that is going to be very important. | |||
| Why am I doing this? | ZFS 72 | 27 mai 2026 | 00:50:26 | |
I turned on the camera today because I just needed to talk. Sean and Joe aren't here. It's just me and you. I was suicidal at 13. I had ADHD, constant social anxiety, and spent years at the bottom of the totem pole in a private Christian school with 16 kids in my class. I joined the Army to prove I was worth something. I got kicked out of college. I got fired from two jobs. I became a corrections officer in Delaware prisons. And then real estate came along and I got everything I thought I wanted. Rookie of the year. Selling 60 homes personally a year. Getting flown into Texas and California to consult. Speaking at events. Walking through millionaires homes. The wonderkid. And then one day I just asked myself is this it? This episode is me walking you through the whole story. The ADHD and the fight or flight that ran my life for years. The army and what it really taught me. The real estate career and the moment the money button in my brain just shut off. The surrender that changed everything in February 2023. The garden, the chickens, the off grid projects, the microdosing, the meditation, the Bible, and why I feel more purpose making this content than I have felt doing almost anything else in my life. I also want you to know exactly why I make this show. Not for the algorithm. Not for the money. Because I genuinely believe there is something bigger coming and I want you prepared when it does. | |||
| The Third Party Candidate Taking On Big Money in Nebraska | Rick Beard | ZFS 71 | 26 mai 2026 | 00:55:38 | |
I sat down with Rick Beard, the third party candidate running for governor of Nebraska, and this conversation opened my eyes to something happening in the middle of America that nobody is covering. | |||
| Don't be fooled, there is NO peace deal + Thomas Massie LOST | ZFS 70 | 23 mai 2026 | 01:34:14 | |
I was in Florence, Kentucky when Thomas Massie lost. I was running an exit poll outside Seabrook Elementary. I watched it happen in real time. And I need to talk about it. The creators who showed up generated 2.2 billion views in six days. We out-viewed the $30 million AIPAC machine on a national scale. But that money was never aimed at the nation. It was aimed directly at 310,000 registered Republicans in that one district. Mailboxes. Home phones. Television sets. Boomers. And it worked. That race was not rigged in the ballot box. It was rigged long before anyone showed up to vote. On top of that we are breaking down this so called Iran peace deal that has now been floated five times. The S&P 500 is at record highs, ten year treasury yields are screaming inflation is coming, and the goal of these negotiations as stated by Marco Rubio is just to get back to where things were before the war started. So what exactly did we gain? And to close things out we are going deep on the Fox News interview that may or may not have featured a masked actor posing as Admiral Robert Harward. I did not plan to go there. We went there. Source List: | |||