Podcast Episodes
Back to Search
Nobody Believes the Numbers Yet
May 27, 2026 - Zach goes solo to break down why the current energy setup may be one of the clearest value-with-a-catalyst opportunities he’s seen sin…
3 months, 1 week ago
This Feels Like the Final Stage
May 26, 2026 - Zach and Chase discuss why the current market setup is beginning to resemble the late stages of a speculative blow-off while the under…
3 months, 1 week ago
Nobody Wants to Admit What Happens Next
May 22, 2026 - Zach and Chase discuss why the global energy situation may be entering a far more dangerous phase even as markets continue betting on …
3 months, 1 week ago
Why Does the Market Think This is Temporary?
May 21, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the long-term consequences of the Strait of Hormuz disrup…
3 months, 2 weeks ago
The Market Keeps Falling for the Same Headline
May 20, 2026 - Zach and Chase discuss why markets continue reacting to every new “imminent peace” headline even as the underlying energy and inflatio…
3 months, 2 weeks ago
The Market Thinks This Ends Cleanly
May 19, 2026 - Zach and Chase discuss why bond markets may finally be waking up to the inflationary consequences of the global energy disruption as y…
3 months, 2 weeks ago
The Pressure Is Building Faster Than Markets Realize
May 18, 2026 - Zach and Chase discuss why energy markets may be far closer to a breaking point than investors realize as global inventories continue …
3 months, 2 weeks ago
Josh Young: How Long Before the Oil System Breaks?
May 18, 2026 - Zach and Chase are joined by Josh Young of Bison Interests to discuss why global energy markets may be far more fragile than investors…
3 months, 2 weeks ago
The Dollar Spike Is Creating Massive Opportunities
May 15, 2026 - Chase breaks down why surging bond yields, a stronger dollar, and rising inflation pressures may be creating some of the biggest long-…
3 months, 2 weeks ago
The Market Still Doesn’t Get the Energy Crisis
May 14, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the scale of the global energy disruption despite worseni…
3 months, 3 weeks ago