# Everyone Gave Up at the Wrong Time

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/everyone-gave-up-at-the-wrong-time
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/everyone-gave-up-at-the-wrong-time.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-05-29T22:42:36+00:00
Episode link: https://www.spreaker.com/episode/everyone-gave-up-at-the-wrong-time--72235916
Audio file: https://api.spreaker.com/download/episode/72235916/kyr_5_29_podcast.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/everyone-gave-up-at-the-wrong-time
Duration seconds: 1305

## Resource

May 29, 2026 - Chase discusses why investor positioning may be creating a dangerous disconnect between market pricing and physical reality. As volatility collapses, speculative assets surge, and bearish bets get squeezed out, oil traders appear to be throwing in the towel despite ongoing inventory draws, unresolved Strait negotiations, and tightening global supply. Chase breaks down the latest developments with Iran, why sentiment may matter more than headlines right now, and what investors could be missing if energy markets are approaching a major inflection point.

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## Transcript

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