EPISODE · May 19, 2026 · 46 MIN
The Pressure Is Building Faster Than Markets Realize
from Know Your Risk Podcast · host Know Your Risk Radio
May 18, 2026 - Zach and Chase discuss why energy markets may be far closer to a breaking point than investors realize as global inventories continue tightening and policymakers scramble to manage the fallout. They break down the latest Strait of Hormuz developments, why SPR drawdowns and U.S. exports may be masking deeper shortages, how China is positioning itself strategically, and why markets still appear dangerously complacent about inflation and supply risks. They also discuss rising bond yields, housing pressure, AI infrastructure spending, and why the next phase of this cycle could look very different from the last decade.
What this episode covers
May 18, 2026 - Zach and Chase discuss why energy markets may be far closer to a breaking point than investors realize as global inventories continue tightening and policymakers scramble to manage the fallout. They break down the latest Strait of Hormuz developments, why SPR drawdowns and U.S. exports may be masking deeper shortages, how China is positioning itself strategically, and why markets still appear dangerously complacent about inflation and supply risks. They also discuss rising bond yields, housing pressure, AI infrastructure spending, and why the next phase of this cycle could look very different from the last decade.
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The Pressure Is Building Faster Than Markets Realize
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