Episode Details

Global oil supply shock due to Irans Strait of Hormuz blockade drives Brent crude prices up nearly 100% this year. Investors seek refuge in energy funds like Vanguard Energy ETF, heavily weighted towards major oil producers. ETF up over 25% this year, outperforming S&P 500. Prolonged conflict could push oil stocks even higher, but market expects quick war end, limiting gains to 35-38%.

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