Relief Rally or Oil Virus? Markets & War Signals (Full)

Solving America's Problems · Mar 30, 2026 · 27m · transcript

Jerremy and Dave break down a wild market open as Q1 2026 closes. Tech, oil, and metals are up, but the VIX sits above 30. They see it as a relief rally fueled by escalating tensions in the Middle East, with Trump’s threat on the strait pushing oil higher. They won’t buy “war is over” talk without real signals from Iran. Jerremy maps it to past March selloffs and calls for SPY to test 650 before sliding toward 610–603 and bottoming mid-early April. They unpack the oil virus moving from Asia to Europe and the U.S., how higher oil feeds inflation, and where the real trading setups sit. Plus a…