Podcast Episodes

Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his ne…

2 weeks, 3 days ago

Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, trig…

2 weeks, 4 days ago

Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26

The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challen…

3 weeks, 1 day ago

Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout…

3 weeks, 1 day ago

The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26

As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings'…

3 weeks, 2 days ago

Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26

Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meet…

3 weeks, 3 days ago

“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26

There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playin…

4 weeks ago

Ripple Effects of the Iran War 3/12/26

Oil flowing through the Straight of Hormuz is the “only thing that matters in the world,” according to BCA Research. A former NSA and Marine Corps. h…

4 weeks, 1 day ago

Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26

The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the…

4 weeks, 2 days ago

The Exchange 3/10/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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1 month ago