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Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock

Nothing Is Priced In | Bob Elliott on Why Investors Are Misreading the Oil Shock

Duration: 00:58:23
March 25, 2026
  • The economy has shifted from being income-driven to savings-driven, making it more fragile and sensitive to shocks like the recent oil price surge.
  • An oil supply shock has immediate and significant impacts, leading to higher inflation and reduced consumer spending power.
  • The current market volatility is largely driven by deleveraging events triggered by geopolitical shocks, causing reversals in previously profitable trades across various asset classes.
How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin

How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin

Duration: 00:20:45
March 25, 2026
  • The discussion highlights that a strong dollar may persist due to global economic vulnerabilities, particularly in Europe and Asia, rather than outright dollar debasement.
  • Gold's recent sharp price decline is attributed to factors like central bank selling and profit-taking, potentially signaling a reversal from a previous "debasement trade" narrative.
  • Bitcoin is currently in a narrative lull, with its future performance dependent on finding new compelling stories, though its fundamental long-term use cases remain strong.
Claude Is Becoming OpenClaw (And It's Better)

Claude Is Becoming OpenClaw (And It's Better)

Duration: 00:14:36
March 25, 2026
  • Claude Code now offers remote control functionality, allowing users to start tasks on their computer and seamlessly switch to their phone to continue managing them.
  • The new scheduled tasks feature enables Claude to automatically complete recurring tasks at specific times, functioning as a personal assistant for daily summaries and updates.
  • Claude is integrating key features from Open Claude into its own ecosystem, creating a safer and more controlled agentic platform by limiting some of the "wild west" capabilities of its predecessor.
Submarines and the Future of Defense Manufacturing

Submarines and the Future of Defense Manufacturing

Duration: 00:23:59
March 25, 2026
  • Hrien is investing two billion dollars in Colbert County to manufacture submarine parts for next-generation maritime vessels.
  • This significant investment, a collaboration between Hrien and the Navy, aims to accelerate naval production and is being hailed as a "game-changer" for the defense industry.
  • The new facility is expected to create approximately 1,000 high-paying jobs, offering local residents opportunities to work closer to home and impacting families, the local economy, and the state of Alabama.
Do This Today If You Want a Successful Retirement

Do This Today If You Want a Successful Retirement

Duration: 01:06:08
March 25, 2026
  • Prioritize building and maintaining a strong community connection as a key factor for happiness in retirement.
  • Proactively prioritize health now, as it’s a significant factor in retirees’ happiness and a major concern for those who haven’t.
  • Don't wait to live your life; start enjoying experiences like travel and hobbies now, rather than only planning for them in retirement.
Are Higher Energy Prices Here to Stay?

Are Higher Energy Prices Here to Stay?

Duration: 00:24:39
March 25, 2026
  • Government intervention has kept household energy bills artificially low by capping prices, effectively masking the true market cost and making it less expensive for the government to subsidize.
  • Gas prices have fallen significantly due to a warm winter, increased LNG imports, and reduced industrial demand, but are still substantially higher than pre-crisis levels, suggesting a return to previous lows is unlikely in the short to medium term.
  • Businesses are facing significant financial distress as a result of soaring energy bills, with many sectors, like hospitality and agriculture, being severely impacted and finding it difficult to adapt and remain competitive.
Inside Deadly LGA Crash, Alarming Scientist Deaths, Quadruple Amputee Murder Case: AM Update 3/25

Inside Deadly LGA Crash, Alarming Scientist Deaths, Quadruple Amputee Murder Case: AM Update 3/25

Duration: 00:20:41
March 25, 2026
  • Mark Wayne Mullen has been sworn in as the new Secretary of Homeland Security amid a partial government shutdown and calls for ICE reform.
  • A fatal collision at LaGuardia Airport has prompted an investigation into critical visibility and communication breakdowns.
  • Congressman Tim Burchett is raising concerns about a potential pattern of deaths and disappearances among scientists involved in sensitive research.
Is the Oil Crisis About to Break Global Supply Chains?

Is the Oil Crisis About to Break Global Supply Chains?

Duration: 00:35:48
March 25, 2026
  • Escalating geopolitical tensions in the Middle East are causing significant disruptions to global energy supplies, impacting oil and LNG markets.
  • The conflict is creating a supply chain breakdown that will lead to higher food prices due to increased fertilizer costs and reduced agricultural yields.
  • Disruptions in natural gas production are also severely impacting the helium market, which is crucial for semiconductor manufacturing and the IT sector.
Anne Lamott & Neal Allen

Anne Lamott & Neal Allen

Duration: 02:16:29
March 25, 2026
  • The podcast features an in-depth discussion with authors Ann Lamont and Neil Allen about their new book, "Good Writing: 38 Ways to Improve Your Sentences," focusing on practical advice for writing and the often-challenging process of revision.
  • A significant theme explored is the power of writing to connect with deeper human experience, offering a way to process emotions, find meaning amidst chaos, and express one's authentic voice in contrast to the perceived limitations of AI.
  • The conversation highlights the spiritual and disciplinary aspects of writing, emphasizing that it is a path to freedom and self-discovery, requiring consistent practice and a willingness to confront vulnerability.
How to Use Claude's Massive New Upgrades

How to Use Claude's Massive New Upgrades

Duration: 00:25:36
March 25, 2026
  • Anthropic has released a wave of new features for Claude, including remote control for mobile access to Claude Code, Dispatch for persistent co-worker sessions, and channels for event-driven interaction via platforms like Telegram.
  • Claude can now control your computer, using your mouse, keyboard, and screen to interact with any application, extending its capabilities beyond direct API integrations.
  • The update also introduces scheduled tasks for both local and cloud-based execution, a 1 million token context window, interactive charts, and improved integrations for Excel and PowerPoint, enhancing Claude's utility for complex tasks and workflows.