# “Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital Page: https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/not-until-may-the-real-timeline-for-controlling-the-strait-of-hormuz-nadia-martin-wiggen-svelland-capital Text version: https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/not-until-may-the-real-timeline-for-controlling-the-strait-of-hormuz-nadia-martin-wiggen-svelland-capital.md Podcast: [Other People's Money with Max Wiethe](https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600) Published: 2026-03-23T20:58:00+00:00 Episode link: https://traffic.megaphone.fm/EWWMN9477371652.mp3 Audio file: https://traffic.megaphone.fm/EWWMN9477371652.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/other-people-s-money-with-max-wiethe-7072600/episodes/not-until-may-the-real-timeline-for-controlling-the-strait-of-hormuz-nadia-martin-wiggen-svelland-capital Duration seconds: 2823 ## Resource Learn more about Teucrium’s CORN ETF (CORN) here: https://teucrium.com/corn Nadia Martin Wiggen, Director at Svelland Capital joins Other People’s Money for a timely update on energy and shipping markets in light of the “5-day pause” Truth Social post that sent equity markets ripping higher and oil prices dipping lower. She explains why Svelland Capital believes May is the real timeline for controlling the Strait, how refining margins and refined product hoarding create a persistent bid for oil and gas, and how global energy supply chains have shifted with many ships sailing well outside of typical trade routes in their quest for alternative sources of oil. She also touches on how a protracted crisis would harm Asia, Australia, and emerging markets the most. Svelland Capital: https://www.svelland.com/ Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod This episode is sponsored by the Teucrium Corn Fund (CORN). Download our free eBook, "Why Investors Are Increasingly Turning to Commodity ETFs," to explore the macro forces shaping commodity markets today. Download the eBook: insights.teucrium.com/why-investors-turning-to-commodity-etfs CORN Fund Page & Prospectus: www.teucrium.com/corn This material must be preceded or accompanied by a prospectus. The prospectus is available at https://teucrium.com/corn. Investing involves risk, including the possible loss of principal. Commodities and futures generally are volatile, and instruments whose underlying investments include commodities and futures are not suitable for all investors. Past performance does not guarantee future results. For further discussion of these and additional risk… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/other-people-s-money-with-max-wiethe-7072600/episodes/not-until-may-the-real-timeline-for-controlling-the-strait-of-hormuz-nadia-martin-wiggen-svelland-capital/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/not-until-may-the-real-timeline-for-controlling-the-strait-of-hormuz-nadia-martin-wiggen-svelland-capital.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.