The Only Way Out Is Through | Weekly Roundup
Published: October 23, 2026
Duration: 56:45
Can anything stop oil's run when the SPR is already drained?
This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story.
We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming process. Enjoy!
TIMESTAMPS:
00:00 Markets In Turmoil, Round Two
01:25 Bonds Rip As The Nasdaq Drops 3%
02:29 Oil And Bonds Break Up
05:23 Why Nobody Wants The Oil Bull Case
09:45 Reading Th...