Trading Justice War, Oil Shock Risk, and NVIDIA Earnings

This episode of Trading Justice breaks down a market that refuses to trend even as headlines intensify. Mark and Matt begin with the technical landscape as the S&P 500 remains locked in range despite major catalysts including NVDA earnings and escalating conflict in the Middle East What will it actually take to break this structure? The conversation then shifts to oil and geopolitical risk. The hosts explain why the Strait of Hormuz matters, what true supply disruption would mean, and why crude oil is the real-time gauge of inflation pressure and macro risk. They then analyze NVDA's earnings in detail. Strong beats, rising guidance, expanding margins and broadening demand. So why didn't price respond the way many expected? The discussion expands into software, AI job displacement concerns, and whether the disruption narrative is moving faster than policymakers. They close with Jamie Dimon's credit warning, cross-asset signals from gold and Bitcoin, and what to watch in the week ahead including labor data and key earnings

You can listen to Trading Justice War, Oil Shock Risk, and NVIDIA Earnings online on Radio and Podcast. Open the player on this page to stream the available audio.

Trading Justice War, Oil Shock Risk, and NVIDIA Earnings is an episode from Trading Justice by Trading Justice.

This episode is 01:14:54 long.

This episode was published on Mar 3, 2026.

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