In short: Jain: named among the major-oil buys in his Hormuz/supply-squeeze setup — with Iran effectively controlling the strait ("Iran kind of becomes OPEC"), the majors with real assets and discipline are the way to own it.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.