{"podcast":{"title":"Full Signal","slug":"full-signal-7568617","podcast_index_feed_id":7568617,"rss_url":"https://anchor.fm/s/10b3e31fc/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/philrosen","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44735927/44735927-1762224313042-f105205d033e1.jpg","author":"Phil Rosen","episode_count":109,"summary":"Unpacking the highest-conviction investment ideas from the world's smartest investors. Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.","last_synced_at":"2026-09-16T00:17:48.487183+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617"},"episode":{"title":"Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler","slug":"strait-of-hormuz-will-break-oil-markets-matt-smith-kpler","published_at":"2026-05-05T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/strait-of-hormuz-will-break-oil-markets-matt-smith-kpler","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Strait-of-Hormuz-will-BREAK-oil-markets---Matt-Smith--Kpler-e3isq6c","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/119481996/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-4%2F423463543-44100-2-7b0a2172df34c.mp3","summary":"Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil is actually moving through the Strait of Hormuz, the outlook for crude prices and global oil flows, Iran's economic leverage over the US, OPEC's changing membership, and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - Oil flows in Strait of Hormuz 1:56 - Why oil isn't at $150 yet 5:20 - US vs. Iran leverage 6:35 - Record US oil exports 8:29 - Diesel shock 10:02 - Jet fuel shortage 12:29 - Is the US actually insulated? 13:40 - US gas prices 14:32 - Permanent energy realignment? 15:56 - Russia and China 18:41 - UAE leaves OPEC+ 21:22 - Returning to normal 23:50 - Tanker insurance 24:43 - Inflation outlook 25:30 - Where To Find Matt's Work Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1562,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/strait-of-hormuz-will-break-oil-markets-matt-smith-kpler/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/full-signal-7568617/strait-of-hormuz-will-break-oil-markets-matt-smith-kpler.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}