Lindsey, preparing for this interview, I was listening to some conversations that you'd had in the past, and even going back a few years ago. And there was one I stumbled on where the person who you were speaking with asked you a question, which was, what question do you think is not asked enough of you, and your answer was, how are you feeling. So let's start there.How are you feeling, both physically and mentally. Thank you. I appreciate the question.I'm doing better. Thanks. You know, it's been quite the ...

Uh, and Amazon, for the first time ever, will have live uh, broadcast rights to the Masters. This will happen today and tomorrow, exclusive coverage from 1:00 p. m.to 300 p. m. Now, this may seem like an odd fit.Amazon, of course, is known for its giant e-commerce business, and The Masters is probably the least ecommerce friendly sports tournament of any tournament potentially in the world. I mean, the Masters has this steeped reputation uh in doing everything in sort of an anti-commercial way. They have th ...

Tom Lee was on the broadcast earlier this week and he uh was very bullish. Thought things had actually bottomed. I don't know uh where you stand, but I want to know whether or not you agree.>> Well, I the stock market might have bottomed and I agree with Tom that we're going to hit all-time highs. The question is when. Um and uh I don't think the short term looks all that favorable to me, very honestly.Uh uh I I think what happened on Tuesday was the worst case scenario and I was actually with Scott Watner ...

Anthropic is uh starting a controlled release now of its newest frontier model. It's called MYOS. And uh the model is has capabilities that sparked a lot of concern among the public and within Anthropic itself.Joining us right now to talk about is Dave Casten. He's the head of policy at Palisad, an AI research firm. Uh the idea that they've built this model, they're not going to release it to the public because they think it's too dangerous, but they're effectively going to give it to other companies uh at ...

ONLY GOTTEN MORE COMPLICATED SINCE THEN. FOR MORE, WE WANT TO BRING IN COUNCIL ON FOREIGN RELATIONS PRESIDENT MICHAEL FROMAN. HE SERVED AS U.S. TRADE REPRESENTATIVE IN THE OBAMA ADMINISTRATION.GOOD MORNING TO YOU. GOOD MORNING. YOU KNOW, I THINK WE IT'S NOT LIKE I WANT TO SAY WE WE WE SAID THIS ALREADY, BUT, YOU KNOW, EVERYBODY SEEMED TO, YOU KNOW, THINK THAT THINGS WERE SO GREAT YESTERDAY.I WAS NOT SO SURE WHY THAT WAS THE CASE. AND THE REAL QUESTION NOW IS, IS IT ONE STEP FORWARD, TWO STEPS BACK, THREE ST ...

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Now, we don't know how real this ceasefire is, how much is finesse, how much will be needed to be be nailed down still. But we do know that oil just had its biggest one-day decline in six years. Coming back down to the mid90s, a pretty darn good sign that the ceasefire has a real chance to survive.I think one of the great values of a day like today is a close scrutiny of the biggest gainers and losers in the session because they give you a window to what can work when things are a little more calm and more ...

CRUDE OIL THAT'S ELEVATED. I DON'T THINK IT'S GOING TO HAVE ANOTHER SIGNIFICANT LEG LOWER ON THE BACK OF ANY NEWS THAT COMES OUT. AND I THINK ENERGY STOCKS DESPITE THE MOVE AND DESPITE TODAY'S SELL OFF I THINK THEY'RE STILL IN PLAY.ALL RIGHT. SO LET'S BRING ANOTHER VOICE INTO THIS MARKET THAT IS MIKE SCHUMACHER WELLS FARGO SECURITIES HEAD OF MACRO STRATEGY. MIKE GOOD TO SEE YOU.THANKS. PERFECT NIGHT. I MEAN WHAT A DAY.LET'S START WITH BOND YIELDS. CHRIS MENTIONED THEM OKAY MARKETS REPORT HIGHER. OIL SANK 15 ...

the tools to trade in any market environment. >> WELCOME BACK TO OVERTIME. WEST TEXAS OIL SEEING ITS STEEPEST ONE DAY DECLINE SINCE THE DEPTHS OF COVID IN 2020.BUT THAT'S STILL ABOUT $30 PER BARREL HIGHER THAN BEFORE THE IRAQ WAR BEGAN. SO WHAT ARE THE RIPPLE EFFECTS OF THIS SHOCK GOING TO BE ON THE ECONOMY AND THE CONSUMER. JOINING ME NOW IS ERIK ROSENGREN, FORMER BOSTON FED PRESIDENT AND CURRENTLY A VISITING SCHOLAR AT THE MIT GALLUP CENTER FOR FINANCE AND POLICY.AND ERIKA, IT'S GREAT TO SEE YOU. I GUESS ...

But I think once this is over, uh, as in by over I mean that once the dust settles, people realize the ceasefire actually doesn't mean we're going to get a material flow of oil out of the hormones. We think prices will go back up again. Um, especially because unless we reverse the 13 million barrels per day of shutins, we are losing that much volume just on crude, let alone off products every single day.And that means you just need higher and higher prices ultimately to balance the market through demand cur ...