About this episode

This episode discusses the disconnect between the stock market's performance and the rising costs of essential goods, along with updates on Iran and Fed drama.

Send us Fan Mail The stock market is ripping, but the stuff that actually hits your life is still up. Gas, crude, fertilizer. None of it is back to pre war levels, yet the S&P is flirting with 7000. That disconnect is the point of this episode. We break down the Iran update through the only lens that matters, oil and shipping, including the Strait of Hormuz noise, the China angle, and why the narrative keeps changing depending on the day. Then we pivot to the Fed drama nobody ...

People in this episode

Host: Zachary Foust

Topics covered

• stock market
• oil
• shipping
• Iran update
• Fed drama
• economic disconnect

Keywords

• stock market
• oil prices
• Iran
• Fed
• economic trends
• S&P 7000
• shipping

Mentioned in this episode

Organizations: S&P

Places: Iran, Strait of Hormuz, China

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• The Gaslighting about the Iran War and the Economy | Cabin Fever 5 · April 15, 2026 · 2h 15m
• The Economic Fallout from Iran (6 dominoes will fall) | ZFS 61 · April 11, 2026 · 1h 43m
• HOW AMERICA WON THE WAR | ZFS 60 · April 8, 2026 · 1h 16m
• How Super PACs Control Politics | Iran and The Economy w/ Hunter Howell | ZFS 59 · April 3, 2026 · 1h 27m

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