Coffee and a Mike Josh Young of Bison Insights #1337
Mar 19, 2026
Josh Young, who runs Bison Insights and invests in oil and gas stocks, joins to discuss energy and geopolitics. He tackles U.S. political fragmentation and why domestic fraud matters more to daily life. He examines misinformation, AI-manipulated videos, oil market interventions, tanker behaviors in the Gulf, Strategic Petroleum Reserve mechanics, and which countries face the biggest shortage risks.
AI Snips
Chapters
Transcript
Episode notes
Build Direct Sources To Beat Disinformation Noise
- Validate claims by building direct relationships and trusted intermediaries to reduce error in noisy information environments.
- Josh explains he uses industry contacts and specific data providers to increase confidence when parsing conflicting reports.
Talk Of Market Intervention Distorts Oil Prices
- Official talk of intervening in oil markets (e.g., Treasury/Fed) itself creates market confusion and may suppress prices.
- Josh notes a rare public discussion about shorting oil likely influenced short-term pricing and sentiment around energy stocks.
Physical Shipping Snarls Create Big Price Gaps
- Physical oil bottlenecks (ships trapped near Strait of Hormuz) cause extreme regional price dislocations beyond benchmark WTI.
- Josh reports physical barrels off Oman trading near $170 while WTI stayed near $100 due to shipping/logistics premium.