The Price Is Wrong
About this episode
Zach and Chase discuss the disconnect between oil market prices and physical reality amidst ongoing disruptions.
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 price action and fundamentals, why traders continue waiting on an "all clear" signal, the latest developments in the Middle East, concerns about liquidity beneath the surface of the market, Bitcoin's recent breakdown, Mag 7 equity issuance, AI-driven speculation, and why several asset classes may be sending a very different message than headline indexes suggest.
More episodes of Know Your Risk Podcast
- How the Turn Tables
- The Deal Nobody Is Talking About
- The Clicks Are Lying
- The Market Still Doesn't Get It
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