EP109: 33km of Inflation

Oil chokepoints, KOSPI chaos, and a shock SaaS comeback: this Bulls vs Bears episode unpacks how a tiny stretch of water can blow out inflation, why Korea’s market is going ballistic, and how beaten‑up software just became the only green on the screen, plus a sneak peek at our five‑pillar SaaS and AI moat framework.TakeawaysThe 33km Strait of Hormuz is a ticking time bomb for oil and inflation.Venezuela’s “extra” barrels barely cover a few days of lost Gulf supply.Fuel warning: why you should lock in petrol prices now.Inside Korea’s KOSPI: Samsung, SK Hynix and the world’s wildest retail options market.SaaS was the only real green this week while the Nasdaq went nowhere.​The “SaaSpocalypse” is over – quality software still has big upside.​We reveal our five‑pillar SaaS and AI moat playbook ahead of a free webinar.