Podcast Episodes
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Make Them Prove It
June 11, 2026 - Chase discusses the latest “imminent” peace deal headlines, why oil markets may still need proof before accepting the Strait is truly…
2 months, 3 weeks ago
The Market Is Exhausting for a Reason
June 10, 2026 - Zach and Chase discuss why this market feels increasingly disconnected from fundamentals, and why investors are being forced to react…
2 months, 3 weeks ago
The Blow-Off Top Theory
June 9, 2026 - Zach and Chase discuss one of the strangest market environments they've ever seen, with major indexes swinging wildly despite limited …
2 months, 3 weeks ago
Nothing Matters Until This Is Over
June 8, 2026 - Zach and Chase discuss why investors may be misreading the current environment as risk appetite returns across markets. They break dow…
2 months, 3 weeks ago
How the Turn Tables
June 5, 2026 - Zach and Chase discuss a sharp market reversal, why some of the highest-flying speculative trades are suddenly under pressure, and wha…
2 months, 4 weeks ago
The Deal Nobody Is Talking About
June 4, 2026 - Zach and Chase discuss a potential hidden dynamic behind the oil market's resilience, why China's buying strike may be more important …
3 months ago
The Clicks Are Lying
June 3, 2026 - Zach and Chase discuss the growing incentives problem across financial media, why credibility is becoming increasingly valuable in a w…
3 months ago
The Price Is Wrong
June 2, 2026 - Zach and Chase discuss why they believe oil markets remain disconnected from physical reality despite three months of disruption in th…
3 months ago
The Market Still Doesn't Get It
June 1, 2026 - Chase discusses why the oil market may still be dramatically underestimating the consequences of a three-month Strait closure. Despite…
3 months ago
Everyone Gave Up at the Wrong Time
May 29, 2026 - Chase discusses why investor positioning may be creating a dangerous disconnect between market pricing and physical reality. As volati…
3 months ago