March 19, 2026

Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout earnings, but BofA is still bullish. Plus, why private equity's pain could be commercial real estate's gain.

Also available on Apple Podcasts ↗