The Exchange

Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26

Mar 17, 2026 · 43m

Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeting kicks off? Plus, American Airlines CEO Robert Isom says TSA workers deserved to be paid. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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Epistulae

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

Apr 02, 2026 · 43m

Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

Apr 01, 2026 · 44m

Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

Mar 30, 2026 · 43m

Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

Mar 27, 2026 · 44m

U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

Mar 26, 2026 · 43m

Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

Mar 25, 2026 · 43m

Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

Mar 24, 2026 · 43m

Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

Mar 23, 2026 · 44m

Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26

Mar 20, 2026 · 43m

Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

Mar 19, 2026 · 43m