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
“Land driller leading outperformance during oil supply shocks; pure-play North America drilling and completion exposure”
U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure
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