Podcast Episodes
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The Market Is Addicted to Asset Prices
May 13, 2026 - Zach and Chase discuss why markets continue ignoring mounting energy stress even as inventories tighten, inflation pressures rise, and…
3 months, 3 weeks ago
The Tank Is Getting Closer to Empty
May 12, 2026 - Zach and Chase discuss why energy markets may be far more fragile than investors realize as physical shortages continue building benea…
3 months, 3 weeks ago
The Delay Is the Danger
May 11, 2026 - Zach and Chase discuss why the biggest risk in global energy markets may not be the initial shock — but the delayed consequences alrea…
3 months, 3 weeks ago
Markets Are Trading on Fantasy
May 8, 2026 - Zach and Chase break down the growing disconnect between market pricing, geopolitical reality, and the actual physical oil market. They…
3 months, 3 weeks ago
You're Being Lied To
May 7, 2026 - Zach and Chase break down the growing disconnect between market pricing and physical reality as the Strait of Hormuz remains closed far…
3 months, 4 weeks ago
The “Deal” Might Be Worse Than the Crisis
May 6, 2026 - Zach and Chase break down the latest headlines surrounding a possible Iran deal and why markets may be celebrating far too early. They …
3 months, 4 weeks ago
The Market Is Ignoring What Happens Next
May 5, 2026 - Zach and Chase break down the growing disconnect between market behavior and underlying economic reality. Despite rising costs and moun…
3 months, 4 weeks ago
The Market Still Doesn’t Get It
May 4, 2026 - Zach and Chase break down why markets continue to underreact to escalating risks in energy and global supply chains. They discuss renew…
4 months ago
The Market Is Ignoring a Chain Reaction
May 1, 2026 - Zach and Chase break down why the current oil and geopolitical situation may be far more dangerous than markets are pricing in. They wa…
4 months ago
Markets Are Rallying… But Nothing Makes Sense
April 30, 2026 - Zach and Chase break down a confusing market rally happening against a backdrop of rising oil, inflation pressure, and global uncert…
4 months ago