1000x Everything You Need to Know About Oil
37 snips
Mar 10, 2026 A fast breakdown of why oil spiked amid Middle East conflict and the Strait of Hormuz risks. Clear talk on shipping terms, insurer-driven route closures, and how governments can calm markets. Discussion of physical trading dynamics, hedging-driven whipsaws, and how trading houses lock in profits. Notes on regional differentials, Iranian crude quality, and which assets traders favor through 2026.
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Near Death Car Crash Changed Perspective
- Avi Felman survived a high-speed T-bone collision in Puerto Rico and credits airbags for saving his life.
- He describes slow-motion perception, a metallic taste, and minor injuries but emphasized health over trading losses.
Use Early Life Tax Moves To Amplify Compounding
- Move to a low-tax jurisdiction when young to compound wealth faster, if you expect a large windfall.
- Avi recommends Puerto Rico for under-30s and suggests spending limited time there while avoiding family constraints.
Fade Geopolitical Rallies With Stocks Not Futures
- Avoid shorting oil futures into geopolitical shocks due to extreme negative convexity.
- Jonah instead bought oil-related stocks when cheap to capture downside safely while avoiding being wiped out.
