# Changing Narratives, Earnings Surge, and Nonlinear Oil Move

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/changing-narratives-earnings-surge-and-nonlinear-oil-move
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/changing-narratives-earnings-surge-and-nonlinear-oil-move.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2026-05-08T17:12:35+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Changing-Narratives--Earnings-Surge--and-Nonlinear-Oil-Move-e3j3d7q
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/119698106/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-8%2F406e5cc4-fd5c-49fd-e8e3-32a79ddc0691.mp3
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Duration seconds: 541

## Resource

This week, our 3 Things are: 1. Changing narratives. Better visibility and perspective on issues that drove a selloff in risk earlier this spring. 2. Earnings surge. It’s not just tech. 3. Nonlinear oil move. The risk of a spike is growing.

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## Transcript

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