# The Market Still Doesn’t Get It

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-market-still-doesn-t-get-it
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-market-still-doesn-t-get-it.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-05-04T21:29:36+00:00
Episode link: https://www.spreaker.com/episode/the-market-still-doesn-t-get-it--71864670
Audio file: https://api.spreaker.com/download/episode/71864670/kyr_podcast_5_4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-market-still-doesn-t-get-it
Duration seconds: 2687

## Resource

May 4, 2026 - Zach and Chase break down why markets continue to underreact to escalating risks in energy and global supply chains. They discuss renewed hostilities in the Middle East, tightening oil markets, and why the current pricing disconnect may not last. The conversation also explores inflation risks, global growth concerns, and how second-order effects—from food to consumer spending—could begin compounding in the months ahead.

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## Transcript

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