Morning Call

Andrew Channon, CEO of Procure Asset Management and manager of the UFO space ETF, on Artemis II, space investing and public-market proxies. Lisa Kim, Singapore-based markets reporter, on Asia’s surge with Korea, Japan and semiconductors. Dan Murphy, Dubai-based correspondent, on Middle East developments and potential impacts on markets. Short, punchy takes on geopolitics, relief rallies and the lunar economy.

Alex Darden, EQT Partners infrastructure chief, offers concise views on energy infrastructure, AI-driven power demand, and regional energy security. Jeff Sonnenfeld, Yale leadership scholar and author, discusses leadership tactics and political strategy. They dive into oil market risks, supply chokepoints, renewables investment, and how leadership shapes responses to geopolitical shocks.

Frank Capillari, technical analyst and chart-based trader, and Toby Rice, CEO of EQT and U.S. natural gas leader. They dig into market technicals and sector positioning. They also explore U.S. natural gas versus global LNG, export dynamics, and the infrastructure and permitting challenges shaping energy flows.

Markets pivot as megacap tech cools and Nvidia tests key support. Oil spikes and rising yields drive inflation and volatility concerns. Geopolitical flareups in the Middle East and policy uncertainty rattle energy and trade flows. Space industry moves and chip-security debates add another layer of market drama.

Eric Mandel, Senior Managing Director at Guggenheim who covers tech and AI, joins to analyze software valuations and M&A trends. He discusses oil-driven market volatility and geopolitical risks. He highlights IPO hype and retail FOMO. He breaks down how AI is reshaping software-company pricing and the coming AI-software partnerships.

Jeff Cox, CNBC markets reporter tracking recession odds and labor trends. Joyce Chang, J.P. Morgan research chair offering macro and energy risk analysis. They dig into AI-driven shocks to software valuations. They discuss energy price volatility, geopolitical tensions and tariff and policy risks reshaping market sentiment.

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.

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jason Kim, CEO of Firefly Aerospace, leads a turnaround in small rockets and lunar landers. He discusses recent Alpha launch results and plans for Blue Ghost moon landers. He also covers how space-related defense and commercial contracts shape the company’s future.

Markets absorb a sharp rise in oil prices as geopolitics drive volatility and reshape expectations for growth and inflation. Plus, AI infrastructure demand fuels strength in semiconductors despite concerns around peak earnings and rising capex, and later, economists warn higher energy costs could pressure consumers, raise recession risks and test market resilience. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.