“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

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Markets absorb a sharp rise in oil prices as geopolitics drive volatility and reshape expectations for growth and inflation. Plus, AI infrastructure demand fuels strength in semiconductors despite concerns around peak earnings and rising capex, and later, economists warn higher energy costs could pressure consumers, raise recession risks and test market resilience.

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“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with rising oil prices and geopolitical tensions as energy gains leadership and equities face renewed volatility. Plus, Fed uncertainty and inflation risks weigh on sentiment, and AI demand remains strong even as tech leadership broadens beyond megacaps.

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Markets face volatility as oil prices jumps and investors watch the Fed and the Strait of Hormuz. Plus, strategists see opportunities in pullbacks across tech and consumer stocks. Later, Nvidia’s GTC conference could shape sentiment around AI and semiconductor demand.

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Markets grapple with rising oil prices, volatility, and renewed inflation concerns as investors assess geopolitical risks and the Fed outlook. Plus, private credit stress rattles sentiment while hedging activity grows. And later, AI transforms investment research, narrowing the gap between questions and answers while rewarding investors who think deeper.

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“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with surging oil prices and geopolitical uncertainty as investors weigh the economic impact of a potential energy shock and rising inflation pressures. Plus, portfolio managers emphasize holding dry powder while positioning in megacap growth and cyclical sectors tied to commodities. Later, strong Oracle results revive parts of the AI infrastructure trade while economists debate whether AI will prove inflationary in the near term before delivering longer term productivity gains.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets confront rising volatility as oil surges and tensions around the Strait of Hormuz threaten global energy supply. Plus, strategists debate how long markets can absorb $100 oil and whether geopolitics could reignite inflation risks. And later, Anthony Pompliano argues Bitcoin is emerging as global financial insurance while warning the bigger economic threat may be deflation driven by AI, tariffs, and robotics.

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