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SECTOR ETFXLEXOPBEARISHCore thesis · 5/5

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.

Strait of Hormuz closure hits Asia hardest

The guest argued that the closure of the Strait of Hormuz is creating a severe energy crisis in Asia, as the region is heavily dependent on Middle Eastern crude imports.

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The story so far
CONTESTED · 272 MENTIONS · 169 EPISODES · 36 SHOWS
24 JUL 2025 — 16 AUG 2026 · 2D AGO
134 SUPPORT · 58 CHALLENGE · 3 REPEAT · 77 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 109 EPISODES NOT SHOWN
  3. 14 APR 2026
    BANKLESS
  4. 14 APR 2026 · CHALLENGES
    ODD LOTS
    • Strait of Hormuz closure hits Asia hardest · THIS IDEA
  5. 51 EPISODES BETWEEN · 67 MENTIONS
    1. 15 APR 2026
      ODD LOTS · 2 MENTIONS
    2. 15 APR 2026
      EXCESS RETURNS
    3. 16 APR 2026
      ODD LOTS
    4. 16 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    5. 16 APR 2026
      MACROVOICES · 2 MENTIONS
    6. 17 APR 2026
      BANKLESS · 2 MENTIONS
    7. 20 APR 2026
      REAL VISION DAILY BRIEFING · 2 MENTIONS
    8. 20 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
    9. 21 APR 2026 · CHALLENGES
      THE JULIA LA ROCHE SHOW
    10. 21 APR 2026
      THE COMPOUND AND FRIENDS
    11. 22 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    12. 23 APR 2026 · CHALLENGES
      PALISADES GOLD RADIO
    13. 23 APR 2026
      MACROVOICES
    14. 24 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    15. 21 JUL 2026
      PROF G MARKETS
    16. 21 JUL 2026
      THOUGHTFUL MONEY
    17. 22 JUL 2026 · 4W AGO
      PALISADES GOLD RADIO
    18. 23 JUL 2026 · 4W AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    19. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    20. 23 JUL 2026 · 4W AGO
      COMMODITY CULTURE
    21. 23 JUL 2026 · 4W AGO · CHALLENGES
      EXCESS RETURNS
    22. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    23. 23 JUL 2026 · 4W AGO
      MACROVOICES · 2 MENTIONS
    24. 23 JUL 2026 · 4W AGO · CHALLENGES
      THE DIVIDEND CAFE
    25. 23 JUL 2026 · 4W AGO
      THE POMP PODCAST
    26. 23 JUL 2026 · 4W AGO · CHALLENGES
      WSJ WHAT'S NEWS
    27. 24 JUL 2026 · 4W AGO
      THE OPTIONS INSIDER RADIO NETWORK
    28. 24 JUL 2026 · 4W AGO · CHALLENGES
      WSJ WHAT'S NEWS
    29. 24 JUL 2026 · 4W AGO · CHALLENGES
      BLOOMBERG SURVEILLANCE
    30. 25 JUL 2026 · 3W AGO
      SMARTERMARKETS · 3 MENTIONS
    31. 27 JUL 2026 · 3W AGO · CHALLENGES
      PROF G MARKETS
    32. 27 JUL 2026 · 3W AGO
      THE DIVIDEND CAFE
    33. 29 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    34. 29 JUL 2026 · 3W AGO · CHALLENGES
      MONETARY MATTERS WITH JACK FARLEY
    35. 30 JUL 2026 · 3W AGO
      PALISADES GOLD RADIO · 2 MENTIONS
    36. 30 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    37. 30 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    38. 30 JUL 2026 · 3W AGO
      MACROVOICES
    39. 31 JUL 2026 · 3W AGO
      PALISADES GOLD RADIO · 4 MENTIONS
    40. 31 JUL 2026 · 3W AGO
      WSJ WHAT'S NEWS
    41. 3 AUG 2026 · 2W AGO
      REAL VISION DAILY BRIEFING
    42. 4 AUG 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    43. 4 AUG 2026 · 2W AGO · CHALLENGES
      MARKETPLACE
    44. 5 AUG 2026 · 2W AGO
      COMMODITY CULTURE · 2 MENTIONS
    45. 5 AUG 2026 · 2W AGO
      THE DIVIDEND CAFE
    46. 6 AUG 2026 · 2W AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    47. 6 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    48. 6 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    49. 10 AUG 2026 · 1W AGO
      PALISADES GOLD RADIO
    50. 10 AUG 2026 · 1W AGO
      REAL VISION DAILY BRIEFING
    51. 10 AUG 2026 · 1W AGO
      THE OPTIONS INSIDER RADIO NETWORK
  6. 13 AUG 2026 · 5D AGO
    THE OPTIONS INSIDER RADIO NETWORK
  7. 13 AUG 2026 · 5D AGO · CHALLENGES
    BLOOMBERG SURVEILLANCE
  8. 14 AUG 2026 · 4D AGO · CHALLENGES
    THE OPTIONS INSIDER RADIO NETWORK
  9. 14 AUG 2026 · 4D AGO
    WEALTHION - BE FINANCIALLY RESILIENT · 3 MENTIONS
  10. 14 AUG 2026 · 4D AGO · CHALLENGES
    MARKETPLACE
  11. 16 AUG 2026 · 2D AGO
    THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE