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 12, 2026 - Zach and Chase discuss why energy markets may be far more fragile than investors realize as physical shortages continue building beneath the surface. They break down why current oil pricing may be dangerously disconnected from real-world supply conditions, how refiners are navigating tightening inventories, why inflation risks continue growing globally, and what happens if the Strait of Hormuz disruption lasts longer than markets expect. They also discuss AI spending mania, emerging market opportunities, commodity tightness, and why investors may be underestimating how serious this macro environment has become.
