The Market Still Doesn’t Get It

About this episode

Zach and Chase discuss the market's underreaction to escalating risks in energy and global supply chains.

May 4, 2026 - Zach and Chase break down why markets continue to underreact to escalating risks in energy and global supply chains. They discuss renewed hostilities in the Middle East, tightening oil markets, and why the current pricing disconnect may not last. The conversation also explores inflation risks, global growth concerns, and how second-order effects—from food to consumer spending—could begin compounding in the months ahead.

People in this episode

Hosts: Zach, Chase

Topics covered

• market risks
• energy
• global supply chains
• inflation
• consumer spending

Keywords

• market risks
• energy prices
• global supply chains
• inflation
• consumer spending

Mentioned in this episode

Places: Middle East

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