Episode
The Price Is Wrong
- Podcast
- Know Your Risk Podcast
- Published
- Jun 3, 2026
- Duration seconds
- 2938
- Processing state
not_requested- Canonical source
- https://www.spreaker.com/episode/the-price-is-wrong--72309168
Actions
POST https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-price-is-wrong/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/know-your-risk-podcast-218898/the-price-is-wrong.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
June 2, 2026 - Zach and Chase discuss why they believe oil markets remain disconnected from physical reality despite three months of disruption in the Strait. They break down the growing gap between price action and fundamentals, why traders continue waiting on an "all clear" signal, the latest developments in the Middle East, concerns about liquidity beneath the surface of the market, Bitcoin's recent breakdown, Mag 7 equity issuance, AI-driven speculation, and why several asset classes may be sending a very different message than headline indexes suggest.