Morning Call Morning Call 3/24/26
Mar 24, 2026
Asahi Pompei, Goldman Sachs' corporate engagement lead, on small business AI adoption and conference takeaways. Paul Prager, TerraWolf CEO, on the pivot from bitcoin mining to AI data centers and power strategies. Dave Mazza, Roundhill Investments CEO, on investment strategy and market-structure perspectives. Short, punchy conversations about AI infrastructure, energy plans, and market positioning.
AI Snips
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Episode notes
OSINT Tracks Growing U.S. Military Buildup
- Open-source intelligence shows significant U.S. force deployments into the region, suggesting military pressure complements diplomatic signaling.
- OSINT tracked units like the 31st MEU and other special forces movements, indicating active operational buildup.
Either Trade Volatility Or Commit Long Term
- Investors should either shorten horizons to trade volatility or lengthen horizons to hold long-term structural winners.
- Dave Mazza recommends avoiding being stuck in the middle where headline-driven chop hurts returns.
Energy Gains Driven By Multiples Not Earnings
- Energy sector gains this year stemmed mainly from higher valuation multiples, not yet from increased earnings.
- That divergence suggests some energy stocks may be priced for optimism rather than realized cash-flow improvements.