Mentioned On
Episode Mentions
CNBC's "Fast Money" · Mar 2, 2026
Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26
“Energy infrastructure beneficiary up significantly, contrasting with data center capex concerns”
U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure
View AnalysisMad Money w/ Jim Cramer · Feb 24, 2026
Mad Money w/ Jim Cramer 2/23/26
“Nuclear power company positioned for energy infrastructure buildout; caller holds position; Cramer remains bullish”
AI Job Displacement Narrative and Market ImpactEnterprise Software Valuation and Multiple CompressionPrivate Credit Market Stress and Blue Owl Case Study
View Analysis