You're Being Lied To - Know Your Risk Podcast

What this episode covers

May 7, 2026 - Zach and Chase break down the growing disconnect between market pricing and physical reality as the Strait of Hormuz remains closed far longer than most investors expected. They discuss why oil markets continue behaving irrationally, how political messaging is distorting price signals, and why passive flows and AI momentum may be overwhelming fundamentals across the broader market. The conversation also dives into semiconductors, China’s tech ambitions, and why today’s market structure may be more fragile than most people realize.

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Frequently Asked Questions

How long is this episode of Know Your Risk Podcast?

This episode is 56 minutes long.

When was this Know Your Risk Podcast episode published?

This episode was published on May 7, 2026.

What is this episode about?

May 7, 2026 - Zach and Chase break down the growing disconnect between market pricing and physical reality as the Strait of Hormuz remains closed far longer than most investors expected. They discuss why oil markets continue behaving irrationally,...

Can I download this Know Your Risk Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.