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Nobody Has an Answer for This
June 12, 2026 - Zach and Chase tackle one of the most difficult questions in economics: how do you address growing debt, deficits, and wealth concentration without breaking the incentives that drive…
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 reopening, and how much damage may already be…
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 to headlines instead of underlying reality. They…
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 news flow. They break down the latest developments…
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 down the growing excitement surrounding a potential…
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 what investors can learn when sentiment changes…
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 than most investors realize, and whether a broader…
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 world driven by algorithms, and how investors can…
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 the Strait. They break down the growing gap between…
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 a surge in crude prices, improving risk…
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 volatility collapses, speculative assets surge, and…
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 since the GameStop short squeeze and the 2021–2022…
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 underlying energy system continues deteriorating…
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 a clean resolution. They break down the growing…
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 disruption even as negotiations appear to be moving…
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 inflation pressures keep worsening beneath the surface.…
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 yields surge and investors continue underestimating…
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 tightening and policymakers scramble to manage the…
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 realize. Josh breaks down the real inventory math…
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-term investing opportunities in years. He…
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