The Zach Foust Show

Zachary Foust
  • 5.0 (80)
  • Investing
  • Updated Daily

We break down housing, growing wealth gaps, and the economy in a simple, meaningful way. Clear, honest, and structured for real people.

  1. 6h ago

    Morocco, Israel and the Strait Nobody Is Watching | ZFS 96

    Send us Fan Mail 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. We start with the Iran deal that Trump touted on Fox News, the 41st time he has declared this thing basically over. The stock market is at a new all time high, oil is finally dropping, and the Iran Oman plan to reopen the Strait would still hand Iran full control of inbound shipping. I explain why I do not think it holds, and why I would bet we are bombing Iran again within the week. Then we get into the part nobody is covering. Ceuta. A Spanish city on the Moroccan coast that just got flooded with tens of thousands of military age migrants, escorted by Moroccan police. Thomas Massie flagged that the GOP passed a bill with 40 million dollars for Morocco two weeks before it happened, complete with language about Morocco's claim to Ceuta and Melilla. Netanyahu's son has been openly calling for Arabs and Muslims to flood those exact Spanish territories since 2019. Spain has been one of the loudest voices against Israel since the Gaza genocide. And Spain controls the Strait of Gibraltar, which after the Houthis and Iran closed the other straits, is Israel's only remaining path out to the Atlantic. So I lay out the theory. Three straits, one agenda, and a whole lot of American money greasing the wheels. Plus a Trump highway in Morocco and a king living it up in Paris while his country does the dirty work. Is my tinfoil too tight? Watch and decide. Support the show

    Morocco, Israel and the Strait Nobody Is Watching | ZFS 96

  2. 4d ago

    This Crash Indicator is FLASHING RED | ZFS 95

    Send us Fan Mail 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. I am broadcasting from the producer chair and breaking down the one signal that cannot be spun by either party. The bond market. I walk you through what a bond actually is, what a yield actually means, how the Dutch auction sets the rate, and why when these long term bond rates climb, your mortgage rate climbs right along with them. I draw the whole thing out on the whiteboard so it finally makes sense. Here is why it matters. The 30 year is sitting at 5.26%, higher than it was right before the 2008 crash. Our interest on the debt is now over $1.1 trillion a year, more than the defense budget. The Strategic Petroleum Reserve just fell to its lowest level since 1983 in its 18th straight weekly decline. And the Iran war keeps choking off oil, which pushes inflation, which keeps bond investors demanding higher yields because inflation is theft and they know it. I also break down Kevin Warsh's latest Fed meeting where a single sentence about there being no soft inflation target moved both the stock and bond markets in under an hour. I close with exactly what I am doing with my own money in an economy that is telling us inflation is here to stay. Support the show

    This Crash Indicator is FLASHING RED | ZFS 95

  3. 6d ago

    The Rothschilds Are Mentioned 12,000 Times in the Epstein Files | ZFS 94

    Send us Fan Mail 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. Support the show

    The Rothschilds Are Mentioned 12,000 Times in the Epstein Files | ZFS 94

  4. Jul 24

    The Epstein Cover Up Is Falling Apart | ZFS 93

    Send us Fan Mail 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. Support the show

    The Epstein Cover Up Is Falling Apart | ZFS 93

  5. Jul 22

    Could Housing Crash? | ZFS 92

    Send us Fan Mail 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. Here is what is actually happening. Those 227,000 are foreclosure filings, not completed foreclosures. There is a massive difference. Back in 2010 there were 1.65 million filings and most of them never became foreclosures. Right now only 1.26% of homeowners are 30 or more days past due on their mortgage. In 2012 that number was 14%. We are nowhere near a crash by the actual data. I also explain why most homeowners today are structurally protected. If you bought or refinanced before 2023 you have a low mortgage payment and real equity, which means even if you struggle you can sell and walk away with money instead of getting foreclosed on. That is the opposite of 2008. And here is the part nobody wants to hear. The only two times housing has actually crashed 20% or more in American history were the Great Depression and the 2008 financial crisis. Both times it took mass unemployment to get there. A crash does not help the working class. It transfers assets from struggling families to the people who already own everything. Be careful what you wish for. I close with the Iran war, the Strait of Hormuz still being choked off, and Trump's latest truth threatening to bomb Iranian infrastructure every time a ship gets hit. Support the show

    Could Housing Crash? | ZFS 92

  6. Jul 15

    Headlines good? Reality bad? | ZFS 91

    Send us Fan Mail 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. Support the show

    Headlines good? Reality bad? | ZFS 91

  7. Jul 8

    What Made Housing so EXPENSIVE? | ZFS 90

    Send us Fan Mail 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. Support the show

    What Made Housing so EXPENSIVE? | ZFS 90

  8. Jul 3

    House Bill Breakdown and Inflation Update | ZFS 89

    Send us Fan Mail 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.  Finance & Corruption tied together with Current Events Source List: https://www.instagram.com/reels/DZ5WmQihV9H/ https://x.com/factpostnews/status/2071699320512942201 https://x.com/factpostnews/status/2071681457542541763 https://www.nar.realtor/sites/default/files/2026-05/hai-q1-2026-first-time-homebuyer-affordability-2026-05-05.pdf https://www.congress.gov/bill/119th-congress/house-bill/6644?__cf_chl_f_tk=R7NQczEjxcLoyBC19eo608.IG8H2GfFWlPQZ.bhLJ38-1783087824-1.0.1.1-Stc02gJFfgm3JljonZqHMOw98LwQUz.H76AfGS4kHqE https://bipartisanpolicy.org/issue-brief/inside-the-deal-whats-in-the-final-21st-century-road-to-housing-act/ https://finance.yahoo.com/personal-finance/mortgages/article/median-home-price-by-state-151223005.html? https://jbrec.com/insights/charting-a-22-year-roller-coaster-of-investor-activity/ https://assets.informz.net/cmbs/data/images/CREFC_HR6644_Sec1001_Member_Summary%20(06.16.26).pdf https://www.instagram.com/p/DEVbYZrykZy/ https://x.com/ZacharyLoft/status/2073035689499709702 https://memeburn.com/gen-z-faces-the-toughest-entry-level-job-market-in-decades-in-2026/ https://fred.stlouisfed.org/series/UNRATE https://fred.stlouisfed.org/series/LNS12032194 https://www.bls.gov/news.release/empsit.a.htm# https://x.com/byHeatherLong/status/2072660940663697690/photo/1 https://x.com/atrupar/status/2072795363090567172 https://x.com/i/trending/2073034950178210209 https://www.quiverquant.com/congresstrading/politician/Nancy%20Pelosi-P000197 https://x.com/TheMaineWonk/status/2072380124649988486/photo/1 https://x.com/factpostnews/status/2072708969479450878 https://www.bls.gov/news.release/cpi.t01.htm https://x.com/nycmayor/status/2072411003170472359?s=46 Short Form Stuff: tiktok.com/@zacharyloft instagram.com/zachary.loft Support our mission:                                 zachary-loft-shop.fourthwall.com patreon.com/cw/ZacharyFoust?utm_campaign=creatorshare_creator Support the show

    House Bill Breakdown and Inflation Update | ZFS 89
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5
out of 5
80 Ratings

About

We break down housing, growing wealth gaps, and the economy in a simple, meaningful way. Clear, honest, and structured for real people.

Information

  • Creator
    Zachary Foust
  • Years Active
    2025 - 2026
  • Episodes
    107
  • Rating
    Explicit
  • Copyright
    © 2026 The Zach Foust Show
  • Show Website
    The Zach Foust Show