Could Global Oil Disruptions Last Years, Not Months? Josh Young
About this episode
In this episode, Anthony Fatseas interviews Josh Young about the potential long-term disruptions in global oil markets due to geopolitical factors.
Interview recorded - 24th of April, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back Josh Young. Josh Young is the Chief Investment Officer of Bison Interests, an investment firm focused on publicly traded oil and gas companies. He has achieved consistent benchmark outperformance across nearly two decades of professional investing in oil and gas securities, with deep expertise in the E&P business model, operating environments, and capital allocation. A contrarian by nature, Josh has built a reputation for identifying value in energy equities long before the mainstream catches up — and for being right about the structural forces driving the sector when consensus gets it badly wrong.During our conversation we spoke about his overview of the geopolitical situation, closure of the Strait, global storage, physical vs paper prices, oil higher for longer, who is the winner of the conflict, US natural gas and more. I hope you enjoy!0:00 - Introduction2:04 - Overview of geopolitical situation5:46 - Surprised about closure of strait?8:20 - Global storage10:17 - Physical vs paper prices14:34 - Iran continue to control strait17:31 - Oil higher for…
People in this episode
Host: Anthony Fatseas
Guest: Josh Young
Mentioned in this episode
Organizations: Bison Interests
Places: Iran, Strait
More episodes of WTFinance
- Great Depression 2.0? This Economic System is Rigged Against You | Michael Pento
- China & Russia Backing Iran as BRICS Rebels Against the US | Glenn Diesen
- Central Banks Desperate, Gold Price Exploding | Matthew Piepenburg
- $50 Trillion Missing | The US Financial Coup Catherine Austin Fitts Exposed
- Todd Horwitz: Stock Market About to Collapse 40 - 60%?
- Corporate Defaults are Spiraling Out of Control as Tariffs & Energy Crisis Hits | Danielle DiMartino Booth
Explore listener stats, chart rankings, contacts and more on the WTFinance podcast page.