Episode
You're Being Lied To
- Podcast
- Know Your Risk Podcast
- Published
- May 7, 2026
- Duration seconds
- 3398
- Processing state
not_requested- Canonical source
- https://www.spreaker.com/episode/you-re-being-lied-to--71913290
Actions
POST https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/you-re-being-lied-to/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/know-your-risk-podcast-218898/you-re-being-lied-to.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
May 7, 2026 - Zach and Chase break down the growing disconnect between market pricing and physical reality as the Strait of Hormuz remains closed far longer than most investors expected. They discuss why oil markets continue behaving irrationally, how political messaging is distorting price signals, and why passive flows and AI momentum may be overwhelming fundamentals across the broader market. The conversation also dives into semiconductors, China’s tech ambitions, and why today’s market structure may be more fragile than most people realize.