Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

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In today’s episode:

• The growing problems in private credit, including hidden software exposure

• Eli Lilly’s $2.75 billion AI drug deal with Insilico

• Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East

• Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions

• Sony raising prices on the PS5 again….blames it on AI