SOTS 2nd Hour: Iran Investor Headlines, Goldman's Credit Expert, & A Sora Subject? 3/25/26

SOTS 2nd Hour: Iran Investor Headlines, Goldman's Credit Expert, & A Sora Subject? 3/25/26

  • Af
  • Episode
    • 2637
  • Published
    • 25. mar. 2026
  • Forlag
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Episode
2637 of 1998
Længde
45M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Another morning of rapid developments in Iran:

Sara Eisen and Michael Santoli discussed what investors need to know, along with market implications for stocks, commodities and even mortgage rates. Is the easing of tensions in the Middle East for real? Former Israel Ambassador to the U.S. Michael Oren gave his take on the reported peace plans - and if Israel would be on board. Plus: Goldman credit expert Jonny Fine joined the team with a read on private credit concerns - and why they haven't had a contagion effect just yet.

Elsewhere this hour: details on why OpenAI is ditching its Sora video app, what's sending shares of $ARM surging, and how the Trump Administration should be regulating prediction markets - with one expert arguing too many rules could stifle "the societal benefits that come from speculation".

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