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Prof G Markets

Is the Oil Crisis About to Break Global Supply Chains?

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.31.4K Ratings

🗓️ 25 March 2026

⏱️ 37 minutes

🧾️ Download transcript

Summary

Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week.  Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Support for the show comes from VCX, the public ticker for private tech.

0:04.7

The U.S. stock market started history's greatest wave of wealth creation.

0:08.0

From factory workers in Detroit to farmers in Omaha, anyone could own a piece of the great American companies.

0:13.7

But today, our most innovative companies are staying private longer, which means everyday Americans are missing out, until now.

0:20.3

Introducing VCX, a public ticker for private tech.

0:23.9

Visit getvcx.com for more info.

0:26.5

That's getvcx.com.

0:29.0

Carefully consider the investment materials before investing,

0:31.2

including objectives, risk, charges, and expenses.

0:33.8

This and other information can be found in the funds perspective at getVcx.com.

0:38.3

This is a paid sponsorship.

0:43.3

Support for the show comes from public.com.

0:45.9

You've got your core holdings, some high conviction picks, maybe even a few strategic options at play.

0:50.9

So why not switch in the investment platform built for those who take it seriously?

0:55.0

Go to public.com slash profg and earn an uncapped 1% bonus when you transfer your portfolio.

1:00.7

That's public.com slash prop G paid for by public investing. All investing involves the risk of loss,

1:06.4

including loss of principle, brokered services for U.S. listed registered securities.

1:10.3

Options and bonds

1:11.1

and a self-directed account are offered by Public Investing Inc. member FINRA and SIPC. Complete disclosures

1:17.3

available at public.com slash disclosures. Once upon a mundane morning, Barb's Day got busy

1:24.9

without warning. A realtor in need of an open house sign, no,

1:29.0

50 of them, and designed before nine. My head hurts. Any mighty tools to help with this plight?

...

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