Malcolm (Unknown Last Name)
Investment Committee member who provides market and consumer-focused analysis, frequently discussing sector-specific risks and portfolio moves; identified in-transcript by the given name 'Malcolm'.
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Mar 26, 2026 • 43min
Trading the Iran War Uncertainty 3/26/26
Rob, an investment committee member focused on private credit and stock calls; Steve Weiss, market commentator with cash and positioning views; Malcolm, market and consumer analyst; Josh Brown, CIO known for stock picks. They tackle trading amid Iran war uncertainty and oil-driven market moves. They debate portfolio moves, private credit stress, consumer pain from rising gas, AI winners like Dell, and sector-specific buy ideas.
