Market's Blindness to the Oil Risk

March 10, 2026 - Zach discusses the current geopolitical tensions surrounding oil pricing, particularly focusing on the situation in the Strait of Hormuz and Iran's role in the global economy. He emphasizes the importance of understanding how oil is priced and the potential implications of the ongoing conflict. Zach expresses concerns about market reactions and predictions, suggesting that the market may not be accurately reflecting the risks involved. He also touches on theories of market manipulation and concludes with thoughts on investment strategies in light of the current situation.