Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

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In today’s episode:

The growing problems in private credit, including hidden software exposure
Eli Lilly’s $2.75 billion AI drug deal with Insilico
Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East
Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions
Sony raising prices on the PS5 again….blames it on AI

66% of the UK is Overweight or Obese