The Oil Market Disconnect
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...
March 23, 202638m 12s
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Show Notes
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.