May 1, 2026

Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a bigger impact on markets.

Also available on Apple Podcasts ↗