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Oil prices exploded above $110… then collapsed to the $80s in the same day. What just happened — and what does it mean for investors? In this episode of The Big Skinny, Lou Basenese is joined by Josh Young of Bison Interests, an energy investor and industry insider, to break down one of the most volatile days ever in the oil market. They unpack the geopolitical catalyst behind the spike, why markets reacted so violently, and why the real story may actually be a massive opportunity in oil and gas stocks. Josh explains why energy equities haven’t moved the way many expected, how government policy may be suppressing prices, and why that could ultimately lead to much higher oil prices down the road. He also reveals how he searches globally for asymmetric investment opportunities in the energy sector — from U.S. producers to international plays. If you want to understand what today’s oil chaos means for your portfolio — and where the next big opportunities may be hiding — this conversation is essential viewing. #batl #soc - - - - - - - - - - - - - - - - - - Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com - - - - - - - - - - - - - - - - - - New to The Big Skinny? 🖥️ Livestream Every Monday @5pm ET The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: / @lou_basenese 📩 Stay Ahead of the Market Want the key insights from The Big Skinny delivered straight to your inbox? Get Lou’s latest market analysis in 1 headline, 1 chart and 1 investment insight in each mailing before everyone else. Join thousands of investors staying informed — not reacting. Sign up here: https://www.thebigskinny.com 👉 Follow Lou on Social Media: Twitter: https://x.com/LouBasenese LinkedIn: / lou-basenese-174821128 --------------------------- CHAPTERS: --------------------------- 00:00 Introduction 01:05 Oil’s Most Volatile Day in Years 02:15 What Triggered the Oil Price Spike 03:50 Strait of Hormuz Disruption Explained 05:40 Why Oil Prices Suddenly Collapsed 07:00 Supply Disruptions Could Last Months 08:20 Why Energy Stocks Haven’t Moved Yet 10:05 Are Governments Suppressing Oil Prices? 12:15 The Bull Case for Oil Investors 14:20 Nixon-Era Comparison & Energy Investing 16:05 Josh Young’s Energy Investment Strategy 18:10 Finding Asymmetric Oil & Gas Opportunities 20:05 How Bison Interests Picks Winning Stocks 22:10 Portfolio Construction for Energy Investors 24:10 Why This Market Is “Opportunity Rich” 26:00 Final Thoughts for Energy Investors