Episodes

  • Iran’s IRGC Threatens U.S. Companies, World Bank Managing Director, $100 Tesla Price Target Cut 3/31/26
    Mar 31 2026

    A new Reuters report says Iran’s IRGC is issuing a warning against 18 U.S. companies including Microsoft, Apple and Google. The Latest from Washington. Then the World Bank Group’s Managing Director on the impact of the Iran war on countries and economies around the globe. Plus one Wall Street firm cutting its Tesla price target by $100. He joins the show to explain.


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    44 mins
  • Fed Chair Powell Speaks at Harvard, Trump Threatens New Iran Strikes, Aluminum Spikes 3/30/26
    Mar 30 2026

    The Fed chair takes questions on the job market and the economy while speaking at a Harvard event. How AI is impacting the workforce, plus the ripple effect of the Iran war on inflation. Then with the President threatening new strikes against Iran, Doubleline’s Jeff Sherman breaks down the impact for stocks and bonds. And aluminum the latest commodity to surge. More on what the potential supply chain disruption could look like.


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    28 mins
  • Anthropic Investor on DoD Court Battle, CEO of AI Drone Company, Citi’s Head of U.S. Equity Strategy 3/27/26
    Mar 27 2026

    A federal judge handing Anthropic an early win in its court battle against the Department of Defense. We talk with an investor about the implications for the business. Then, the CEO of AI drone company ‘Shield AI’ on increased demand for the technology around the globe. Plus, Citi with some new calls about stock allocation based on the impact of the War in Iran. Its Head of U.S. Equity Strategy joins the show to explain.


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    43 mins
  • President Trump Reveals Iranian “Present” to U.S., Tanger CEO on the Consumer, Apple’s U.S. Manufacturing Push 3/26/26
    Mar 26 2026

    While hosting a cabinet meeting at the White House the President revealing what was previously a secret, the “present” he said the Iranians gave the U.S. earlier this week. We bring you those remarks. Plus, with rising energy prices, how is the consumer reacting? We ask the CEO of Tanger. Then we get to new details about Apple’s U.S. manufacturing push, just released this morning.


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    52 mins
  • What Oil Signals About a Possible Ceasefire, Arm Makes a Strategy Shift, Chewy CEO on Earnings 3/25/26
    Mar 25 2026

    With back-and-forth headlines about a possible ceasefire, we talk to a Middle East and energy expert about how the market its viewing the possibility of a pause in fighting. He explains why things are likely to get worse before they get better. Then Arm unveiling its first in-house chip. Why investors are applauding the news and what it could mean for competition. Plus, the CEO of Chewy reacts to earnings after providing upbeat guidance.


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    43 mins
  • Limiting Private Credit Withdrawals, Oil’s Asia Risk, Anthropic v. DoD 3/24/26
    Mar 24 2026

    Apollo and Ares the latest firms to limit withdrawals from their private credit funds. Guggenheim Partners Executive Chair and former Bear Stearns CEO Alan Schwartz breaks down what the ripple effect could be for the market. Plus why he thinks Kevin Warsh could be a stabilizing force for the Fed and stocks. Then why Asia could be facing an outsized disruption in the energy markets. And Anthropic taking the DoD to court, asking a federal judge to block the Pentagon’s order to blacklist the company from the U.S. supply chain. A live report from outside the courthouse in San Francisco.


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    43 mins
  • 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
    Mar 23 2026

    Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the case.


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    43 mins
  • The Biggest Risk to the Market, Google Pushes for Pentagon Contracts, Iran War Hits Fertilizer Supply Chain 3/20/26
    Mar 20 2026

    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 the pump. Then Google looks to take advantage of the battle between Anthropic and the Pentagon, even as its own employees side with Anthropic. Plus, the CEO of a fertilizer startup on how his company is trying to alleviate roadblocks in the supply chain caused by the Iran war.


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    42 mins