Zach Foust Show

Private Equity's Dark Money Schemes are Cracking w/ Tiffany Cianci

679 views · 7h ago · 44:22

Guest: Tiffany Cianci

She is the most consistently passionate person I know in this space when it comes to actually creating change, not just posting about it. Then the part that should scare you. There is no oversight on collateral, so one firm can pledge the same portfolio to a dozen credit issuers who never compare notes. The debt is floating rate, often 13 to 15 percent, and 21 percent if the company is distressed.

Iran, Midterms, Nukes? & Grocery Stores | ZFS 114

6.8K views · 2d ago · 1:45:59

Another day in the oligarchy. It is midterm day, there is escalation in Iran, 33 countries have warned their populations to stock up, and grocery stores across Europe are getting their freezers hacked. Let’s get into it.

Jared Kushner, Nicki Minaj, and Ron Lauder | ZFS 113

7.6K views · 1w ago · 1:46:22

Five stories today. A Vanity Fair excerpt on Jared Kushner that he is denying outright. Trump’s rally marathon. An AI company telling the SEC its product might end humanity. And then we close on Ron Lauder and 9/11. We start with the $5,000 checks being floated for after the midterms, roughly $1.2 trillion if it goes to every adult, from a country already running hundreds of billions in deficit every month. Then the Kushner story.

Trump’s Stressed, Iran Escalation and Proof We’re in a Recession | ZFS 112

8.6K views · 1w ago · 1:29:19

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?

EMERGENCY: We are being dragged further into Iran...

5.5K views · 2w ago · 28:49

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.

Emergency Stream: Bibi just made the call. Here is what to do.

7.6K views · 2w ago · 59:15

Guest: Emergency Stream

Emergency Stream: Bibi just made the call. Here is what to do. 1. Hedge it 2. Wartime 3. How to diversify 1. Lock in 2. Cutting season 3. Produce it

Julian Dorey & Tommy G on How We Make Change

15K views · 2w ago · 1:09:51

Guest: Denise George

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.

Russian Bots, Energy Ceasefire & the September Inflation Report | ZFS 111

5.4K views · 3w ago · 1:26:48

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. We start with Trump at a midterm rally saying out loud that he could say the stupidest things and the crowd would still clap. I think that is the most honest thing he has said in a while, and it frames everything that follows.

“How do we FIX the HOUSING CRISIS?” Interview w/ Freddie Smith

4.8K views · 3w ago · 1:05:13

Guest: Freddie Smith

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.

Iran, Housing, & How to Prepare for 2028 | ZFS 110

8.2K views · 3w ago · 1:33:41

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.

Is the world a stage? | ZFS 109

8.2K views · 1mo ago · 1:21:03

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.

ZFSMini #1 | w/ James Li FlyDubai Breakdown & 9/11

10K views · 1mo ago · 1:04:07

Guest: James Li

I got James Li on the stream (every monday over on twitch. 10 am - 2pm est) 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.