Bullish and Beyond 59 - Oil CHAOS, AI Demand SKYROCKETS, War Updates!

Brian and JT dive straight into the chaos shaking the markets right now. The situation in the Strait of Hormuz has everyone on edge. Mines are everywhere, ships are getting blocked and unblocked, and Iran could disrupt nearly 45% of global oil supply. They explore how this energy crunch could trigger second and third-order effects, especially for Japan’s massive carry trade. That could push up interest rates, hammer the 10-year Treasury, and send mortgage rates even higher.On the brighter side, AI demand is absolutely exploding. Apple can’t keep up with orders for high-end Mac Mini and Mac Studio machines. TSM is reporting massive growth with earnings coming soon, and Intel is making a surprising comeback. The hosts also discuss Palantir’s strength, the scary future of AI-powered military tech (including tiny drones and heartbeat-sensing systems), and why staying diversified in chip makers makes sense given the geopolitical risks around Taiwan.They wrap up with a grounded reminder: volatility is real, but the long-term story in AI, energy, and tech remains incredibly bullish. The key is staying informed, managing risk, and keeping that resilient mindset when things get turbulent.Subscribe now for more no-fluff breakdowns on markets, geopolitics, AI, and how to stay bullish through the chaos!Interested to learn more or want to reach out?  Check out our websitehttps://bullishandbeyond.comNew?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120sWant to listen to more of our episodes?Spotify: https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaotApple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686OR watch more on our Youtube:https://www.youtube.com/@BullishandBeyondHosts: JT Knows Things - linktr.ee/jtknowsthings Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...