Zortix matched this thesis to Oil & gas ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Elevated crack spreads threaten broader inflation spikes
The argument was presented that physical oil refinery supply disruptions have pushed crack spreads to historical highs, creating hidden inflationary pressure on gas and diesel prices.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.