# This Isn’t an Oil Shock—It’s Something Worse

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/this-isn-t-an-oil-shock-it-s-something-worse
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/this-isn-t-an-oil-shock-it-s-something-worse.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-04-29T21:39:16+00:00
Episode link: https://www.spreaker.com/episode/this-isn-t-an-oil-shock-it-s-something-worse--71752062
Audio file: https://api.spreaker.com/download/episode/71752062/kyr_intro_graphic.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/this-isn-t-an-oil-shock-it-s-something-worse
Duration seconds: 2365

## Resource

April 29, 2026 - Zach and Chase break down why the current energy situation is fundamentally different from past oil shocks—and why the market may still be underestimating the impact. They walk through tightening inventories, rising fuel prices, and the cascading effects of supply constraints across the global economy. The discussion also covers tech earnings, rising capex pressures, Fed policy shifts, and why inflation could move significantly higher if current trends continue.

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## Transcript

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