August 4, 2026

Market Rally, Oil Slips, C-Shaped Economy 8/4/26

Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have a deal “today or tomorrow” on the Strait of Hormuz. And our panel debates whether we’re in a K-shaped or a C-shaped economy.

Also available on Apple Podcasts ↗