28 - The Hormuz Lightning Lane
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Episode Record Date - 4/19/2026
In this week's episode, we start off covering the latest in Iran and what's going on in the Strait of Hormuz, what we should expect out of peace talks, and how's all of this impacting oil and consumer goods. The gang then gets into the record highs we've seen in the S&P and NASDAQ and how that seems so disconnected, but why there's mechanics that may be driving it. They also get into some of the unexpected complexities going on with Warsh becoming the fed chairman.
As with every episode, we also get into earnings, macro economic reporting data, trading with Gammastrike, audience questions, and stupid bets! There's a lot in this episode, so we hope you'll check it out!
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