Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
May 8, 2026 - Zach and Chase break down the growing disconnect between market pricing, geopolitical reality, and the actual physical oil market. They discuss repeated “ceasefire” headlines, why the Strait of Hormuz situation may be far more serious than investors believe, and how narrative management may be suppressing critical price signals across energy markets. The conversation also dives into increasingly speculative AI and semiconductor valuations, comparisons to the late stages of the dot-com bubble, and why today’s market behavior is beginning to look historically dangerous.
