Episodes

  • Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
    Mar 25 2026

    Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus, OpenAI announces plans to shut down its popular AI video app just six months after its launch.


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    44 mins
  • Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
    Mar 24 2026

    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 new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court.


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    43 mins
  • Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
    Mar 23 2026

    President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case for a hike. Plus, the airline bracing for oil prices to top $100 through 2027.


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    44 mins
  • Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
    Mar 20 2026

    The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challenge the market. Plus, the Mag 7 name that Clockwise Capital thinks will come out on top this year.


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    44 mins
  • Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26
    Mar 19 2026

    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 earnings, but BofA is still bullish. Plus, why private equity's pain could be commercial real estate's gain.


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    44 mins
  • The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26
    Mar 18 2026

    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' Michael O'Hanlon on why the killing of more Iranian leadership could backfire. Plus, are higher food prices on the way?


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    39 mins
  • Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26
    Mar 17 2026

    Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeting kicks off? Plus, American Airlines CEO Robert Isom says TSA workers deserved to be paid.


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    44 mins
  • “No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/26
    Mar 13 2026

    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 playing hide and seek with consumer staples stocks. And one professor’s case for why the Trump Administration needs to tame, not topple, the Islamic Republic.


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    43 mins