From Oil Windfalls to UFO ETFs: Finding Opportunity in Market Chaos

This week on The Big Skinny, Lou Basenese asks a simple question: when markets panic, who actually profits? The answer starts with oil. As conflict drives energy prices higher, Lou breaks down the winners, the losers, and why the economic fallout depends a lot on where you sit in the market.

He’s joined by Matthew Tuttle, CEO and CIO of Tuttle Capital Management, whose entire career has been built around spotting tradable themes before the crowd catches on — even when they sound a little crazy.

From there, Lou widens the lens to the rest of the chaos: billionaire confidence cracks, recession warnings, inflation expectations, AI layoff narratives, Apple doubt, broken IPOs, and the dangerous shift toward less corporate disclosure. If the market is entering a phase where headlines drive fear and fear drives bad decisions, this episode is about getting back to what actually matters. Don’t miss it!