Markets confront rising volatility as oil surges and tensions around the Strait of Hormuz threaten global energy supply. Plus, strategists debate how long markets can absorb $100 oil and whether geopolitics could reignite inflation risks. And later, Anthony Pompliano argues Bitcoin is emerging as global financial insurance while warning the bigger economic threat may be deflation driven by AI, tariffs, and robotics.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.