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…
14 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, 14 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, 14 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, 13 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, 14 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