EPISODE · Jun 3, 2026 · 48 MIN
The Price Is Wrong
from Know Your Risk Podcast · host Know Your Risk Radio
June 2, 2026 - Zach and Chase discuss why they believe oil markets remain disconnected from physical reality despite three months of disruption in the Strait. They break down the growing gap between price action and fundamentals, why traders continue waiting on an "all clear" signal, the latest developments in the Middle East, concerns about liquidity beneath the surface of the market, Bitcoin's recent breakdown, Mag 7 equity issuance, AI-driven speculation, and why several asset classes may be sending a very different message than headline indexes suggest.
What this episode covers
June 2, 2026 - Zach and Chase discuss why they believe oil markets remain disconnected from physical reality despite three months of disruption in the Strait. They break down the growing gap between price action and fundamentals, why traders continue waiting on an "all clear" signal, the latest developments in the Middle East, concerns about liquidity beneath the surface of the market, Bitcoin's recent breakdown, Mag 7 equity issuance, AI-driven speculation, and why several asset classes may be sending a very different message than headline indexes suggest.
NOW PLAYING
The Price Is Wrong
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m