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April 9, 2026

Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26

Former White House energy advisor Bob McNally sees an 85% chance the Iran ceasefire doesn't hold. The Fed's preferred inflation gauge climbed in February, even before oil's spike, does that lock in a rate hike this year? Plus, the internal practice at some big tech firms that could undermine the AI trade.

Also available on Apple Podcasts