The Market Still Doesn't Get It

About this episode

Chase discusses the underestimation of the oil market's consequences due to a potential Strait closure and various geopolitical and economic factors.

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 sentiment, and renewed optimism around negotiations, global inventories continue to tighten while critical questions remain unanswered. Chase also covers the latest developments involving Iran, Lebanon, and Israel, rising inflation risks, potential Fed rate hikes, the changing supply-demand dynamics in equities, and why international markets continue to outperform many U.S. investors' expectations.

People in this episode

Host: Chase

Topics covered

• oil market
• Strait closure
• global inventories
• Iran developments
• inflation risks
• Fed rate hikes
• international markets

Keywords

• oil market
• Strait closure
• crude prices
• global inventories
• inflation risks
• Fed rate hikes
• international markets

Mentioned in this episode

Places: Iran, Lebanon, Israel

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