Appears On
Episode Appearances
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Guest warning of market complacency despite geopolitical risks; bullish on commodities post-conflict resolution”
Intel Q1 Earnings and Data Center GrowthAI Infrastructure and Chip DemandSemiconductor Sector Valuation and Bubble Risk
View AnalysisCNBC's "Fast Money" · Apr 10, 2026
Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26
“Guest analyst; discusses market bottom, commodity bull market thesis, and hyperscaler CapEx concerns”
Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
View Analysis