The Deal Nobody Is Talking About

About this episode

Zach and Chase discuss the hidden dynamics of the oil market and the implications of China's buying behavior amidst shifting geopolitical relations.

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 geopolitical detente could be influencing events behind the scenes. They also examine Taiwan, shifting U.S.-China relations, global energy flows, and why the physical realities of the oil market continue to clash with prevailing narratives. Along the way, they explore how incentives, diplomacy, and market psychology can sometimes matter as much as the headlines themselves.

People in this episode

Host: Zach

Guest: Chase

Topics covered

• oil market dynamics
• China's buying strike
• geopolitical relations
• U.S.-China relations
• global energy flows
• market psychology

Keywords

• oil market
• China
• geopolitical detente
• Taiwan
• U.S.-China relations
• energy flows
• market psychology

Mentioned in this episode

Organizations: U.S.-China, oil market

Places: China, Taiwan

More episodes of Know Your Risk Podcast

• Nobody Has an Answer for This · June 12, 2026 · 49 min
• Make Them Prove It · June 11, 2026 · 19 min
• The Market Is Exhausting for a Reason · June 10, 2026 · 43 min
• The Blow-Off Top Theory · June 9, 2026 · 49 min
• Nothing Matters Until This Is Over · June 8, 2026 · 57 min
• How the Turn Tables · June 5, 2026 · 1h 9m