Episode Appearances
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Bank CEO whose earnings commentary and economic outlook will be closely monitored during Q2 earnings season”
Corporate Earnings Bubble TheoryAI Infrastructure Investment ROISemiconductor Supply Chain Dynamics
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Squawk Pod · May 8, 2026
“Weapons of Mass Disruption” with NYT’s Tom Friedman 5/8/26
“Expected to accompany Trump to China as part of CEO delegation”
AI Safety Regulation and Government ControlU.S.-China Geopolitical CompetitionArtificial Intelligence Arms Control
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CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Delivered stellar quarter with record revenues; turnaround story praised by analysts”
Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software
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Morning Brew Daily · Apr 13, 2026
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos
“Attended government briefing on Mythos AI model cybersecurity vulnerabilities”
Strait of Hormuz Blockade StrategyIran Nuclear NegotiationsOil Price Volatility and Energy Markets
View AnalysisCNBC's "Fast Money" · Apr 8, 2026
Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26
“Leadership cited as positive catalyst for Citigroup valuation; Jefferies upgrade referenced her appointment”
U.S.-Iran Ceasefire Geopolitical RiskOil Price Volatility and Energy MarketsChinese AI Chip Competition vs. Nvidia
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