Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows
Market update for Monday March 30, 2026
Interview with Amos Hochstein (Spotify, YouTube)
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In today’s episode:
The growing problems in private credit, including hidden software exposure
Eli Lilly’s $2.75 billion AI drug deal with Insilico
Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East
Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions
Sony raising…
The skinny
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