# Markets Are Still Pricing “No Problem”

Page: https://stenobird.com/podcast/less-noise-more-signal-7015424/markets-are-still-pricing-no-problem
Text version: https://stenobird.com/podcast/less-noise-more-signal-7015424/markets-are-still-pricing-no-problem.md
Podcast: [Less Noise, More Signal](https://stenobird.com/podcast/less-noise-more-signal-7015424)
Published: 2026-04-20T16:00:29+00:00
Episode link: https://feeds.fountain.fm/Tkp8ve9N2p86ZGOVfvrw/items/NQf3uxJHkoavgPyoD2vI/files/VIDEO---DEFAULT---c80a0c66-c4cf-4b16-9e13-4afaf1d2e644.mp4/ORIGINAL.mp3
Audio file: https://feeds.fountain.fm/Tkp8ve9N2p86ZGOVfvrw/items/NQf3uxJHkoavgPyoD2vI/files/VIDEO---DEFAULT---c80a0c66-c4cf-4b16-9e13-4afaf1d2e644.mp4/ORIGINAL.mp3
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JSON: https://stenobird.com/v1/public/podcasts/less-noise-more-signal-7015424/episodes/markets-are-still-pricing-no-problem
Duration seconds: 4258

## Resource

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ This episode features macro experts Bob Elliott and Ahan Menon discussing the current geopolitical and economic landscape, focusing on oil shocks, market implications, inflation dynamics, and investment strategies in uncertain times. Follow Aahan 👉 https://x.com/aahanprometheus Follow Bob 👉 https://x.com/bobeunlimited ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵 https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7 . ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ ▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬ 00:00 Intro 02:13 Understanding the Oil Shock and Its Implications 14:55 The Impact of Oil Prices on Equity Markets 29:54 Inflation Dynamics and Central Bank Responses 34:08 Understanding Inflation Dynamics 38:53 Economic Conditions and Consumer Behavior 43:50 The Role of Savings in Economic Outlook 49:50 Fiscal Policy and Its Economic Impact 54:06 Energy Sector Insights and Investment Strategies 59:41 Reassessing Portfolio Strategies in a Changing Market --- Discl…

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## Transcript

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