Mentioned On
Episode Mentions
Prof G Markets · Apr 9, 2026
Markets Are Betting the Iran War Is Over — Is it?
“Rig count metric used to track US oil production capacity and investment signals in energy sector”
Iran-US Ceasefire and Strait of Hormuz ReopeningOil Price Volatility and Energy Market DynamicsFederal Reserve Rate Cut Expectations
View AnalysisCNBC's "Fast Money" · Mar 2, 2026
Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26
“Production-oriented service name underperforming as market favors drilling/completion over equipment suppliers”
U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure
View Analysis