Oaktree’s Howard Marks, Broadcom’s AI Runway, Okta CEO on Earnings 3/5/26
Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit a...
6 Mars 43min
Global Stocks React to War in Iran, New Anthropic Revenue Numbers, Microsoft Destroying its Own Moat? 3/4/26
Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s g...
4 Mars 42min
Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26
Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowi...
3 Mars 36min
Trump Addresses Iran Attacks, Former Iran Nuclear Deal Negotiator, Anthropic Blacklisted by Pentagon 3/2/26
The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes ne...
2 Mars 46min
Money Movers 2/27/26
“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program inclu...
27 Feb 42min
Street Reacts to Nvidia, Software Earnings, State Farm Dividend to Customers, The Case for Small Caps 2/26/26
Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. ...
26 Feb 40min
New Test for Software, Cava CEO on Earnings, DoD Targets Anthropic 2/25/26
Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first reaction to earnings. The stock up more than 20% a...
25 Feb 43min
Tariff Confusion Continues, Amer Sports CEO, Paramount Skydance Ups WBD Bid 2/24/26
Along with the coming legal battle over tariff refunds, investors try and understand how new tariffs will impact business. A breakdown of those new levies. Then the CEO of Amer Sports. Owner of Brands...
24 Feb 43min
