EPISODE · May 12, 2026 · 8 MIN
AI Rally, Oil Pressure
from Short Pod Spread
The mood in markets right now is oddly split. AI spending still looks enormous and durable, but underneath that, inflation, yields, oil, and some very thin participation are making the whole thing feel a lot less comfortable than the headline indexes suggest.AI chips and the narrow rallyInflation, oil, and yieldsVolatility and options realitySector edges, commodities, and technical signalsGeopolitics, crypto, and the weird future stuffRisk mindsetThis podcast was created with Podkey. Make your own at https://podkey.fm
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AI Rally, Oil Pressure
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