Is the Oil Crisis About to Break Global Supply Chains?
Key Takeaways
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The Strait of Hormuz closure is a systemic threat - Rising oil prices and blockages in this critical corridor could trigger the most significant global supply chain disruption of our lifetime.
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AI agents are cannibalizing seat-based SaaS - Tools like Anthropic’s Claude Cowork are shifting value from traditional per-user software models to automated task execution, causing a sector-wide sell-off.
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The Iran conflict is marred by market impropriety - Recent trading patterns suggest significant evidence of insider trading as players position themselves around geopolitical developments in the Iran War.
Episode Description
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