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May 13, 2026 - Zach and Chase discuss why markets continue ignoring mounting energy stress even as inventories tighten, inflation pressures rise, and supply disruptions worsen globally. They break down Nvidia surpassing the value of India’s stock market, the growing disconnect between AI valuations and real-world profitability, why passive investment flows may be weakening underneath the surface, and how years of monetary intervention may have fundamentally distorted market behavior. They also discuss inflation surprises, China’s economic pivot, and why policymakers may no longer be able to tolerate meaningful declines in asset prices.
