Oil bullish risk if Hormuz deal fails long-term
The guest argued that if jawboning fails and no deal is reached on the Strait of Hormuz, oil prices could spike dramatically to $150-$200/barrel as the market realizes the prolonged supply disruption.
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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.
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CONTESTED · 303 MENTIONS · 186 EPISODES · 38 SHOWS
24 JUL 2025 — 26 AUG 2026 · YESTERDAY
146 SUPPORT · 65 CHALLENGE · 3 REPEAT · 89 MENTIONED
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53 EPISODES BETWEEN · 75 MENTIONS · 126 NOT KEPT
- 126 EPISODES NOT SHOWN
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- THOUGHTFUL MONEY
- COMMODITY CULTURE
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- PALISADES GOLD RADIO · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- REAL VISION DAILY BRIEFING
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- THE DIVIDEND CAFE
- THE OPTIONS INSIDER RADIO NETWORK
- COMMODITY CULTURE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- REAL VISION DAILY BRIEFING
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- THE OPTIONS INSIDER RADIO NETWORK
- WEALTHION - BE FINANCIALLY RESILIENT · 6 MENTIONS
- YET ANOTHER VALUE PODCAST
- MARKETPLACE
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- PALISADES GOLD RADIO · 9 MENTIONS
- Strait of Hormuz closure is a structural phase shift
- Supply loss less severe than initially feared
- Americas' oil growth is geographically and geopolitically constrained
- Global oil supply is in a mature, long-term decline
- Oil price cushion from high inventories
- Oil priced correctly now, but path to $140 by November
- Comparative inventory as a key oil price signal
- Not all oil is equal: Persian Gulf crude is 'whiskey'
- Shut-in Persian Gulf production faces restart risk
- THE DERIVATIVE
- MACROVOICES
- SMARTERMARKETS
- REAL VISION DAILY BRIEFING
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- THOUGHTFUL MONEY
- COMMODITY CULTURE
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- Oil bearish near-term on production, shadow flows · CHALLENGES
- Oil bullish risk if Hormuz deal fails long-term · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD