Podcast Episodes
Back to SearchTimeline 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…
7 hours 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 day, 8 hours 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…
2 days, 7 hours ago
U.S. Special Envoy for Peace Missions Steve Witkoff, HPE CEO on Earnings, Nvidia Making a Software Push? 3/10/26
Special Envoy Steve Witkoff on the latest negotiations with Iran. Making headlines about how close Iran was the obtaining a nuclear weapon and why th…
3 days, 8 hours ago
NY Fed Inflation Expectations, Market Bounces Off Lows as Oil Spikes, Jet Fuel Impact on Travel 3/9/26
Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman’s co-head of glob…
4 days, 8 hours ago
Fed Governor Stephen Miran, Energy Prices Surge, New Labor Market Study 3/6/26
Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addr…
1 week ago
Oaktree’s Howard Marks, Broadcom’s AI Runway, Okta CEO on Earnings 3/5/26
Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind…
1 week ago
Global Stocks React to War in Iran, New Anthropic Revenue Numbers, Microsoft Destroying its Own Moat? 3/4/26
Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatil…
1 week, 2 days ago
Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26
Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so muc…
1 week, 3 days ago
Trump Addresses Iran Attacks, Former Iran Nuclear Deal Negotiator, Anthropic Blacklisted by Pentagon 3/2/26
The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiat…
1 week, 4 days ago