Episode Details

Investing experts warn of an impending market crash, citing the Middle East oil crisis as a potential trigger. Jeff Currie from Carlyle Group predicts oil shortages by late April, while Mitchell Feierstein from Glacier Environmental Fund assigns an 80% chance of a crash in Q2 or Q3. They attribute this to excessive leverage and inflated valuations, which could force the Fed to cut rates. The current market rally is seen as pure hype, with energy stocks making up only 3% of the S&P 500. Markets are urged to brace for a potential energy shock that could spread widely.

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