Zortix matched this thesis to Oil & gas ETFs as one way for retail investors to get exposure. Not a recommendation.
Refined product, not crude, is the real oil problem
The guest argued the primary inflationary pressure from the Middle East conflict stems from destroyed refining capacity for distillates like diesel, not from a crude oil supply shortage.
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.
The story so far
CONTESTED · 27 MENTIONS · 25 EPISODES · 12 SHOWS
4 MAR 2026 — 26 AUG 2026 · YESTERDAY
15 SUPPORT · 2 CHALLENGE · 4 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
18 EPISODES BETWEEN · 19 MENTIONS
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- PALISADES GOLD RADIO
- MARKETPLACE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 2 MENTIONS
- THE DERIVATIVE
- MACROVOICES
- THE OPTIONS INSIDER RADIO NETWORK
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- Refined product, not crude, is the real oil problem · THIS IDEA
- Worst of refined product inflation shock may be over
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- MONETARY MATTERS WITH JACK FARLEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD