A commodities veteran warns of a near-term oil shock and a uranium boom, while Meet Kevin pushes back — mixed signals for investors, with energy and nuclear stocks in focus.

• Rick Rule says the oil market could shock the economy within days because the Strait of Hormuz is unlikely to reopen and Iran is stalling, possibly racing for a nuclear weapon.
• Meet Kevin disagrees on severity — the US and Europe hold 90-day oil reserves and have only used a small portion, which should cushion the blow into 2027.
• Both agree a nuclear renaissance is coming as more countries want nukes and nuclear power, making uranium plays like SRUF, Kazatomprom, and Cameco interesting — though Kevin thinks the good news is already priced in.
• Rule says the dollar could lose 75% of its value over the next decade and recommends gold; Kevin thinks gold's run is over because the next Fed chair will likely print less money than people expect.
• The bigger hidden risk is junk-bond and private-credit ETFs, which could get crushed if investors pull out and forced selling hits the underlying loans.

Outlook: Expect more oil price pressure and stress in risky credit markets near-term, but a full-blown shock is unlikely if strategic reserves keep flowing.