YouTube's Finance Creators Are All Screaming the Same Word Right Now: Oil
Graham Stephan, Jeremiah Babe, and Andrei Jikh are rarely in the same zip code on anything — but right now they're basically finishing each other's sentences
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Here's a fun game: ask three finance YouTubers what they think and get three different opinions. Except this week, Graham Stephan, Jeremiah Babe, and Andrei Jikh are basically reading from the same script — and that script is not a beach read. Oil is the through-line. Graham's latest video lays out the macro mechanics: oil touches everything — diesel, shipping, fertilizer, plastics, your grocery bill. Jeremiah goes further, pointing to 111 million Americans unable to pay credit cards in full at 22–30% APR, new home sales down 17.6%, and 10-year yields at 4.39%. The consumer was already on life support before anyone started lobbing missiles near the Strait of Hormuz.
Then the Bloomberg feed exploded. WTI crude hit ~$112/barrel. LNG — which one trader was buying at $10.11/MMBTU — printed at $30 within a week. Iran hit Qatar's Ras Laffan LNG plant, potentially wiping out 17% of global LNG supply for 3–5 years. Qatar is 20% of global LNG trade. That's not a rounding error, that's a category-five supply chain event. Meanwhile Andrei Jikh is over here calmly explaining that the $3 trillion private credit market — the one Jamie Dimon called a cockroach problem — is structurally illiquid, and Blackstone is already seeing record withdrawal requests.
TheChartGuys are the lone voice of relative calm, noting the S&P hasn't technically hit oversold and energy via $XLE is the only sector with a clean 13-week higher-low staircase — which, in this environment, is basically the finance equivalent of 'at least the appetizers were good.'