PERSON DIRECTORY
Avi Felman
Host of 1000x. Avi Felman appears in 146 indexed conversations across 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Everything You Need to Know About Oil
The Hormuz shock showed that oil supply can be closed financially through insurance even when no tanker is attacked, while gamma-driven selling helped reverse a historic spike.Jonah sees $88 oil as mostly geopolitical premium against a potential glut and prefers expressions with limited negative convexity; the G7’s 400M cumulative SPR pledge and Iran’s unchanged China exports are key catalysts.