Morning Call

Private space developer Vast just announced a $500 million fundraising round to keep developing private space stations that could replace the ISS once it is retired. Vast CEO Max Haot joins Morgan Brennan to discuss the startup's first significant investment round, why Vast is the right choice to replace the ISS, what he expects data centers in space to look like, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets navigate rising Treasury yields and geopolitical tensions as investors assess defense spending, energy shocks, and global trade risks. Plus, strategists point to opportunities in aerospace, defense, and diversification beyond megacap tech as earnings remain resilient. And later, economists break down how oil price spikes could affect inflation, Fed rate cuts, and a cooling labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets face rising volatility as geopolitics push oil higher and keep stocks range bound. Plus, strategists say energy moves could shape the next market breakout. And later, experts warn LNG disruptions could hit Europe and Asia hardest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk rises. And later, Credo CEO Bill Brennan calls AI an architectural shift, arguing the buildout is structural, global, and just getting started despite market skepticism. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets navigate a broad shift away from megacap tech as energy, utilities, and transports surge while volatility persists beneath the surface. Plus, consumers remain resilient despite affordability pressures, private credit concerns linger, and AI driven productivity gains raise new questions about jobs, margins, and the next phase of economic growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with AI-driven volatility as strong tech earnings clash with layoffs, repricing fears, and shifting momentum. Plus, concerns over liquidity in private credit and software exposure keep investors cautious despite improving spreads. And later, strategists debate whether stabilization in megacap tech, infrastructure spending, and energy rotation can support the next phase of the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets parse the State of the Union for policy clues as tariffs, tax uncertainty, and affordability dominate the economic message. Plus, AI’s surging electricity needs spotlight utilities, infrastructure, and data center buildouts as the next investment battleground. And later, strategists debate whether strong growth, rate cuts, and fiscal concerns could reshape equities, bonds, gold, and portfolio positioning in the months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.