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May 22, 2026 - Zach and Chase discuss why the global energy situation may be entering a far more dangerous phase even as markets continue betting on a clean resolution. They break down the growing tension around the Strait of Hormuz negotiations, why repeated “jawboning” around oil prices may actually signal deeper concern from policymakers, and how a prolonged supply shock could bleed into inflation expectations, agriculture, freight, and global growth. They also discuss fertilizer markets, chemical companies, bond yields, housing affordability, Fed policy, and why decades of falling interest rates may have fundamentally distorted the global economy.
