EPISODE · May 15, 2026 · 54 MIN
The Commodity Bull Market Is Here — Wall Street Just Hasn’t Noticed | Zach Abraham & Chase Taylor
from Mining Stock Daily · host Trevor Hall
Zach Abraham and Chase Taylor of the Know Your Risk Podcast join Mining Stock Daily for an intense macro discussion covering the Strait of Hormuz crisis, inflation, commodities, and the growing disconnect between financial markets and physical reality. The conversation breaks down the latest EIA inventory draws, tightening diesel and jet fuel markets, and why both guests believe oil markets remain dramatically mispriced despite mounting evidence of a global energy shortage. Zach and Chase also explore the inflationary ripple effects spreading across agriculture, industrial commodities, and global supply chains as rising energy costs begin feeding directly into producer prices and consumer goods. The discussion dives into the Federal Reserve, Kevin Warsh’s incoming leadership, and the increasingly difficult challenge central banks face as supply-driven inflation collides with slowing economic growth and expanding fiscal deficits. The trio also examines the concentration of today’s equity market around a handful of mega-cap AI and tech names, questioning whether markets have become dangerously blind to geopolitical and commodity risks building beneath the surface. From copper and silver to wheat and cocoa, the episode highlights how commodity markets across the board are beginning to break higher while most investors remain focused almost entirely on technology stocks. Zach outlines why he believes mining equities and commodity producers remain deeply undervalued relative to the cash flow potential being generated at current prices, while Chase warns that energy scarcity and supply chain stress could still lead to a far larger inflationary event ahead. From oil inventories and military escalation to AI valuations and precious metals, this episode connects the dots across some of the biggest macro forces shaping markets in 2026.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform HERE______This episode of Mining Stock Daily is brought to you by... Revival Gold Vizsla SilverEquinox GoldIntegra Resources
What this episode covers
Zach Abraham and Chase Taylor of the Know Your Risk Podcast join Mining Stock Daily for an intense macro discussion covering the Strait of Hormuz crisis, inflation, commodities, and the growing disconnect between financial markets and physical reality. The conversation breaks down the latest EIA inventory draws, tightening diesel and jet fuel markets, and why both guests believe oil markets remain dramatically mispriced despite mounting evidence of a global energy shortage. Zach and Chase also explore the inflationary ripple effects spreading across agriculture, industrial commodities, and global supply chains as rising energy costs begin feeding directly into producer prices and consumer goods. The discussion dives into the Federal Reserve, Kevin Warsh’s incoming leadership, and the increasingly difficult challenge central banks face as supply-driven inflation collides with slowing economic growth and expanding fiscal deficits. The trio also examines the concentration of today’s equity market around a handful of mega-cap AI and tech names, questioning whether markets have become dangerously blind to geopolitical and commodity risks building beneath the surface. From copper and silver to wheat and cocoa, the episode highlights how commodity markets across the board are beginning to break higher while most investors remain focused almost entirely on technology stocks. Zach outlines why he believes mining equities and commodity producers remain deeply undervalued relative to the cash flow potential being generated at current prices, while Chase warns that energy scarcity and supply chain stress could still lead to a far larger inflationary event ahead. From oil inventories and military escalation to AI valuations and precious metals, this episode connects the dots across some of the biggest macro forces shaping markets in 2026.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform HERE______This episode of Mining Stock Daily is brought to you by... Revival Gold Vizsla SilverEquinox GoldIntegra Resources
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The Commodity Bull Market Is Here — Wall Street Just Hasn’t Noticed | Zach Abraham & Chase Taylor
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