Appears On
Episode Appearances
Morning Call · May 6, 2026
Morning Call 5/6/26
“Discusses oil market dynamics, equity market complacency on geopolitical risk, and consumer discretionary spending pressure”
U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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