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.
Yesterday
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
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. Hosted by Simplecast, an AdsWizz c ... Show More
43m 39s
Mar 23
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, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case fo ... Show More
44m 12s
Mar 20
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 challenge the market. Plus, the Mag 7 name that Clockwise Capital thinks will come out on top this year. Hosted by Simplecast, an AdsWizz ... Show More
43m 54s
Oct 2025
Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ... Show More
21m 49s
Feb 2025
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More
41m 37s