# Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry

Page: https://stenobird.com/podcast/riskreversal-pod-1366742/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry
Text version: https://stenobird.com/podcast/riskreversal-pod-1366742/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry.md
Podcast: [RiskReversal Pod](https://stenobird.com/podcast/riskreversal-pod-1366742)
Published: 2026-05-06T09:00:00+00:00
Episode link: https://traffic.megaphone.fm/RRM8115868999.mp3?updated=1778031737
Audio file: https://traffic.megaphone.fm/RRM8115868999.mp3?updated=1778031737
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JSON: https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry
Duration seconds: 2875

## Resource

Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Reversal Media, and Dan’s upcoming main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narrative versus the value of closed, reliable data systems like FactSet, then shift to markets: software’s technical setup, Oracle’s overshoots, and an explosive semiconductor/memory rally (SOXX at highs) featuring sharp moves in Intel, Micron, Western Digital, Seagate, and SanDisk. They flag frothy private-market AI valuations (OpenAI, Anthropic, SpaceX), risks of double/triple ordering and eventual margin deterioration, and cite Palantir’s weak post-earnings price action as a possible “fever break.” They also cover energy (Devon, OIH vs XLE), macro/valuation concerns, and weakening signals from Visa/Mastercard and banks. They promote the new YouTube dinner-series “Standing Table,” sponsored by Apex Fintech Solutions. Show Notes Watch our pod with Dan Benton: ⁠https://youtu.be/ijtHKlDYvO03⁠ Watch the trailer for 'Standing Table': ⁠https://youtu.be/JymGJWG98r0 —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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## Transcript

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