Oil spikes, then pulls back. Markets sell off, then bounce. Is this the same pattern all over again?
This week kicked off with renewed Middle East tensions shaking sentiment, but the real story may lie beneath the surface. Despite supply risks and ongoing disruptions, oil prices are struggling to hold their gains — pointing to something deeper: demand destruction may already be kicking in. Meanwhile, equities — especially tech and AI names — continue to show resilience, brushing off macro uncertainty and geopolitical noise. Are investors underestimating the risks, or correctly looking through the volatility?
With key US data ahead and Kevin Warsh’s Senate hearing in focus, markets are searching for direction. But in an environment where headlines shift daily, one question remains: is this just another “hope-driven” rally — or something more durable?
Watch the full episode to find out more!
Intro0:46 Hoping Middle East de-escalation
2:55 Why oil rallies weaken?
6:12 Tech is becoming interesting
7:27 Next: economic data, Warsh hearing










