The Oil Market Disconnect

March 26, 2026 - Zach and Chase discuss the current state of the financial markets, focusing on the S&P and NASDAQ's performance, the implications of political events on financial analysis, and the peculiarities of the oil market.

March 25, 2026 - Chase provides a detailed analysis of the current market trends, focusing on the S&P 500, oil prices, and geopolitical tensions affecting the market. He discusses the optimism in the market despite ongoing conflicts and the implications of potential ceasefires.

March 24, 2026 - Chase discusses the current state of the market amidst ongoing geopolitical tensions, particularly focusing on the potential ceasefire discussions between the US and Iran. He analyzes the implications of these developments on market dynamics, oil prices, and the broader economic landscape, while emphasizing the uncertainty that remains in the situation.

March 23, 2026 - Zach and Chase discuss the current state of the oil market, highlighting the significant dislocation between physical oil costs and paper markets. They explore the implications of global shortages, particularly in energy and food, and the strategic positioning of Iran in ongoing negotiations.

March 20, 2026 - Zach and Chase discuss the current state of the financial markets, focusing on the impact of geopolitical events on oil prices and investor sentiment. They analyze the market's reaction to recent developments, the dynamics of the oil market, and the implications for future economic conditions.

March 19, 2026 - Chase discusses the current state of the markets, emphasizing the significant influence of geopolitical tensions on economic conditions. He highlights the impact of escalating conflicts, particularly in the Middle East, on energy supplies and prices, especially diesel. The conversation also touches on the implications of investment commitments from Gulf countries and the potential economic consequences of ongoing tensions.

March 18, 2026 - Chase provides a comprehensive analysis of the current market conditions, focusing on the impact of geopolitical tensions on oil prices and the broader economic implications. He discusses the recent fluctuations in various markets, including equities and commodities, and highlights the potential for inflation to rise significantly.

March 17, 2026 - Chase provides a comprehensive overview of the current market conditions, focusing on key indicators such as oil prices, geopolitical tensions, and their implications for the global economy. He discusses the ongoing supply issues in the oil market, the impact of geopolitical events on pricing, and the broader economic consequences of these developments. 

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.