# The Clicks Are Lying

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-clicks-are-lying
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-clicks-are-lying.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-06-04T00:13:02+00:00
Episode link: https://www.spreaker.com/episode/the-clicks-are-lying--72333254
Audio file: https://api.spreaker.com/download/episode/72333254/kyr_podcast_6_3.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-clicks-are-lying
Duration seconds: 3576

## Resource

June 3, 2026 - Zach and Chase discuss the growing incentives problem across financial media, why credibility is becoming increasingly valuable in a world driven by algorithms, and how investors can separate signal from engagement farming. They also break down the latest action in oil, AI speculation, SpaceX's eye-popping valuation, passive flows, retirement demographics, equity supply dynamics, and why several of the conditions historically associated with market bubbles are now appearing simultaneously. Finally, they revisit the Strait situation, China's role in global oil markets, and why the underlying math continues to matter more than the headlines.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-clicks-are-lying/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/know-your-risk-podcast-218898/the-clicks-are-lying.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.