Appears On
Episode Appearances
CNBC's "Fast Money" · Apr 7, 2026
Stocks Mixed Ahead Of Hormuz Deadline… And The Impact On Oil Prices 4/7/26
“Analyzing energy stocks, homebuilder weakness, and mega-cap tech valuations; advocating for energy sector longs”
Iran Nuclear Negotiations and Strait of Hormuz ClosureOil Price Volatility and Energy Market Risk PremiumApple Foldable iPhone Production Delays
View AnalysisCNBC's "Fast Money" · Apr 2, 2026
Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26
“Analyzing consumer resilience, software sector weakness, and SpaceX IPO capital reallocation dynamics”
Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement
View AnalysisCNBC's "Fast Money" · Apr 1, 2026
Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26
“Discusses housing market deterioration, homebuilder weakness, and broader consumer discretionary concerns”
Iran War Impact on Markets and Oil PricesMarket Rally Sustainability and Fading the BounceHousing Market Deterioration and Mortgage Rate Impact
View AnalysisCNBC's "Fast Money" · Mar 31, 2026
Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26
“Analyzed Nike weakness, Pfizer strength, and biotech M&A strategy; co-hosted Squawk Box with Warren Buffett interview”
Iran War Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy IndependenceNike Earnings Miss and Athletic Wear Sector Weakness
View Analysis