Zortix matched this thesis to Commodities & hard assets ETFs as one way for retail investors to get exposure. Not a recommendation.
Prolonged Middle East war lifts commodities
The guest argued the Middle East conflict may persist, supporting commodity prices due to supply risks and continued U.S. military involvement.
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The Callback
Persian Gulf risk drives long-term oil bypass
29 weeks between these two statements.
The guest argued that sanctions on Russia and Iran have created a unique, bifurcated oil market, separating 'tradable' oil acceptable in the West from a shadow fleet, supporting prices.
The guest argued the Middle East conflict may persist, supporting commodity prices due to supply risks and continued U.S. military involvement.