Anthropic Investor on DoD Court Battle, CEO of AI Drone Company, Citi’s Head of U.S. Equity Strategy 3/27/26
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 compan...
27 Maalis 43min
President Trump Reveals Iranian “Present” to U.S., Tanger CEO on the Consumer, Apple’s U.S. Manufacturing Push 3/26/26
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....
26 Maalis 51min
What Oil Signals About a Possible Ceasefire, Arm Makes a Strategy Shift, Chewy CEO on Earnings 3/25/26
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...
25 Maalis 43min
Limiting 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 CEO Alan Schwartz breaks down what the ripple effect ...
24 Maalis 42min
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 lays out what options are available both militarily an...
23 Maalis 43min
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 the pump. Then Google looks to take advantage of the ...
20 Maalis 42min
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 attacks on key energy infrastructure in the Middle East...
19 Maalis 41min
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. Then the CEO of nuclear company Oklo on the path to p...
18 Maalis 43min
