The AI Boom Is Running Into a Math Problem

August 11, 2026 - Zach and Chase discuss the increasingly difficult math behind the AI buildout as projected infrastructure spending climbs into the trillions, while the productivity gains needed to justify that investment remain far less obvious. They also break down escalating attacks on global oil infrastructure, why Iran may be content to let the current standoff drag on, tomorrow's potentially important inflation print, rising long-term Treasury yields, the Fort Knox gold debate, and why soaring equity valuations may encourage corporate America to unleash a wave of new stock issuance.