This Isn’t an Oil Shock—It’s Something Worse

What this episode covers

April 29, 2026 - Zach and Chase break down why the current energy situation is fundamentally different from past oil shocks—and why the market may still be underestimating the impact. They walk through tightening inventories, rising fuel prices, and the cascading effects of supply constraints across the global economy. The discussion also covers tech earnings, rising capex pressures, Fed policy shifts, and why inflation could move significantly higher if current trends continue.

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Frequently Asked Questions

How long is this episode of Know Your Risk Podcast?

This episode is 39 minutes long.

When was this Know Your Risk Podcast episode published?

This episode was published on April 29, 2026.

What is this episode about?

April 29, 2026 - Zach and Chase break down why the current energy situation is fundamentally different from past oil shocks—and why the market may still be underestimating the impact. They walk through tightening inventories, rising fuel prices, and...

Can I download this Know Your Risk Podcast episode?

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