# Nobody Believes the Numbers Yet

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/nobody-believes-the-numbers-yet
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/nobody-believes-the-numbers-yet.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-05-27T21:35:58+00:00
Episode link: https://www.spreaker.com/episode/nobody-believes-the-numbers-yet--72193698
Audio file: https://api.spreaker.com/download/episode/72193698/kyr_5_27.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/nobody-believes-the-numbers-yet
Duration seconds: 2890

## Resource

May 27, 2026 - Zach goes solo to break down why the current energy setup may be one of the clearest value-with-a-catalyst opportunities he’s seen since the GameStop short squeeze and the 2021–2022 energy trade. He explains why investors continue crowding into AI and semiconductor momentum while largely ignoring what he believes are historically undervalued energy producers sitting in front of a major supply shortage. Zach also discusses oil inventories, SPR math, China’s strategic reserves, valuation discipline, value investing psychology, and why the best trades often feel the hardest to own in real time.

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## Transcript

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