Podcast Episodes
Back to SearchLimiting Private Credit Withdrawals, Oil’s Asia Risk, Anthropic v. DoD 3/24/26
Apollo and Ares the latest firms to limit withdrawals from their private credit funds. Guggenheim Partners Executive Chair and former Bear Stearns CE…
3 hours ago
Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26
Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lay…
1 day, 3 hours ago
The Biggest Risk to the Market, Google Pushes for Pentagon Contracts, Iran War Hits Fertilizer Supply Chain 3/20/26
Meredith Whitney lays out why the midterm elections could be the biggest risk to the market. As the Iran war pressures the consumer, especially at th…
4 days, 3 hours ago
President Trump hosts Japan PM at White House, Oil Spikes on New Attacks, Apollo’s Co-Head of Private Equity 3/19/26
The President addresses the latest developments in the Iran war while hosting the Japan Prime Minister at the White House. Oil spiking after new atta…
5 days, 3 hours ago
Hyperscalers Too Big To Fail? Oklo & Sailpoint CEOs 3/18/26
A new report says the hyperscalers are more productive than any nation on earth and now “Too big to fail.” The author behind that report explains. Th…
6 days, 3 hours ago
Impact of Iran War on U.S. Economy, Long-Term Impact for Nat Gas, Nvidia CEO Details Guidance 3/17/26
Former NEC Director Gary Cohn on the Iran War, the U.S. economy and what it could me for inflation and the Fed. Plus the impact on investment here at…
1 week ago
Sec. Bessent to CNBC on Iran War, Impact on Midterm Elections, Benchmark’s Bill Gurley 3/16/26
In an exclusive interview with CNBC, Treasury Sec. Scott Bessent detailing what the passage of ships in the Strait of Hormuz means for global energy …
1 week, 1 day ago
Timeline for Reopening the Strait of Hormuz, C-Suite Changes at Adobe, Wheaton Precious Metals CEO 3/13/26
The Defense Secretary says he’s not concerned about the closure of the Strait of Hormuz, but one energy and geopolitical analyst says the timeline fo…
1 week, 4 days ago
Oil Heads back towards $100/Barrel, Impact on Fertilizer & Food Prices, Rate Cut Odds Decline 3/12/26
Reserve oil releases not enough to quell prices with Brent surging back above $100 per barrel. A top energy trader explains how he’s playing the vola…
1 week, 5 days ago
Oil Prices React to IEA Decision, Oracle Surges on Earnings, Meta Plans for New In-House Chips 3/11/26
The IEA with a historic decision to release 400 million barrels of oil from its strategic reserves. The impact for the markets and energy prices. Plu…
1 week, 6 days ago