Oil’s Geopolitical Premium

March 16, 2026 - Oil market researcher Rory Johnston of CommodityContext.com helps to explore the complexities of the current oil market. They discuss Johnston's background in commodity research, the confusion surrounding oil prices, the implications of production shut-ins, and the differences between crude and refined products. The conversation also touches on government intervention in the market, potential export restrictions, and the dislocation between physical and paper markets, providing a comprehensive overview of the challenges facing the oil industry today.

March 13, 2026 - Zach Abraham discusses the current state of the markets, focusing on the challenges and dynamics affecting oil prices and the broader economic landscape. He emphasizes the importance of separating political views from investment strategies and highlights the potential opportunities in energy stocks amidst geopolitical tensions.

March 12, 2026 - This episode provides a comprehensive analysis of current market dynamics, geopolitical tensions, and oil market fluctuations. It emphasizes the importance of adaptive thinking in volatile environments and offers insights into market reactions, geopolitical risks, and strategic decision-making.

March 11, 2026 - Zach and Chase discussing the current geopolitical and economic landscape, focusing on oil markets, military strategies, and investment opportunities amid global tensions. They analyze market mispricings, the impact of geopolitical risks, and strategic investment advice.

March 10, 2026 - Zach discusses the current geopolitical tensions surrounding oil pricing, particularly focusing on the situation in the Strait of Hormuz and Iran's role in the global economy. He emphasizes the importance of understanding how oil is priced and the potential implications of the ongoing conflict. Zach expresses concerns about market reactions and predictions, suggesting that the market may not be accurately reflecting the risks involved. He also touches on theories of market manipulation and concludes with thoughts on investment strategies in light of the current situation.

In this special episode, Zach discusses the complex situation in the Middle East, focusing on the implications of oil pricing and the geopolitical dynamics involving Iran, Israel, and the US. He emphasizes the critical role of oil in the global economy and explains how current events are affecting oil supply and pricing.

March 9, 2026 - This episode provides an in-depth analysis of the recent geopolitical tensions, oil market dynamics, and their implications for investors. Zach and Chase dissect the current situation with Iran, the strategic moves in oil markets, and what it means for future investments.

March 6, 2026 - Zach and Chase analyze current market dynamics, oil prices, geopolitical risks, and investment strategies amid economic uncertainties. They share insights on market behavior, risk management, and macroeconomic trends to help investors navigate turbulent times.

March 5, 2026 - Zach, Chase, and Josh Young of Bison Interests discuss the current state of the oil market, the challenges and opportunities presented by geopolitical dynamics, and the intricacies of oil pricing. Josh shares insights from his experience running Bison Interest, an oil hedge fund, and highlights the importance of understanding market reactions to geopolitical events. The discussion also delves into the implications of instability in the Middle East and how it affects oil supply and pricing mechanisms. 

March 5, 2026 - Zach and Chase delve into the complexities of the current oil market, analyzing its dynamics in relation to geopolitical tensions, particularly focusing on the implications of the situation in Iran. They discuss the potential economic impacts of rising oil prices on various sectors, including technology, and explore investment strategies in a volatile market.