Want the Rainbow? Put Up With the Rain (FvF Ep. 203)

Want the Rainbow? Put Up With the Rain (FvF Ep. 203)

September 2, 2026 · 1h 9m

About this episode

The hosts discuss the factors affecting oil and gas prices amidst geopolitical tensions and economic changes.

In Episode 203 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle a surprise caller's question on why oil and gas prices aren't higher given ongoing disruptions in the Strait of Hormuz. The hosts break down global oil dynamics, including China's massive strategic petroleum reserves, economic cooling, and EV adoption, as well as the impact of refining margins ("crack spreads") and Ukrainian strikes on Russian re...

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