Episode Appearances
Breaking Points with Krystal and Saagar · Apr 16, 2026
4/16/26: Professor Marandi On Iran Talks, Allbirds Rebrand As AI, College Grads Screwed
“First to flag Allbirds' bizarre AI pivot and stock manipulation”
Iran-US Negotiations and Nuclear Deal FrameworkStrait of Hormuz Blockade and Global Supply Chain RiskCollege Debt Crisis and Wage Stagnation
View Analysis
Odd Lots · Apr 15, 2026
War in Iran Is Already Reshaping East Asia's Energy Future
“Co-host of Odd Lots podcast conducting interview and providing market context”
Strait of Hormuz Closure and Oil Supply DisruptionAsian LNG Import Dependency and Price VolatilityEast Asian Refinery Margins and Operating Economics
View AnalysisOdd Lots · Apr 13, 2026
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
“Co-host of Odd Lots podcast; formerly based in Abu Dhabi”
Iran-Israel conflict impact on Gulf regionUS security umbrella credibility and limitationsSaudi Arabia oil export routes and Red Sea pipeline strategy
View AnalysisOdd Lots · Apr 11, 2026
The Big Macro Force That's Been Driving Stocks Higher for Years
“Co-host of Odd Lots podcast discussing valuation metrics and labor share implications”
Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline
View AnalysisOdd Lots · Apr 1, 2026
Javier Blas on Why Oil Could Go Much, Much Higher
“Co-host of Odd Lots podcast conducting interview on oil market dynamics”
Strait of Hormuz Closure RiskCrude Oil vs Refined Products Pricing DisconnectStrategic Petroleum Reserve Depletion
View Analysis