March 13, 2026

“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/26

There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing hide and seek with consumer staples stocks. And one professor’s case for why the Trump Administration needs to tame, not topple, the Islamic Republic.

Also available on Apple Podcasts ↗