Mentioned On
Episode Mentions
Halftime Report · Apr 21, 2026
The Committee Reacts to Kevin Warsh's Testimony 4/21/26
“Stock recovered after earnings, trading above $90, expected to reach $100; recommended as final trade”
Federal Reserve Chair Confirmation HearingFed Independence vs. Presidential InfluenceMonetary Policy and Interest Rate Strategy
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
“Trading at 6-7x earnings after SaaS selloff; strong cash position and Anthropic stake make it attractive survivor play”
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