David Bush, Co-CIO at Trajan Wealth, offers market and stock analysis. Davide Scigliuzzo, Bloomberg private capital correspondent, breaks down private credit risks. Jeff Mason, White House reporter, covers Trump personnel moves. Jennifer Welsh, geoeconomics analyst, models oil-price scenarios from the Iran conflict. They discuss soaring oil shocks, geopolitical escalation paths, U.S. policy options to lower prices, and private credit and consumer signals.
