SOTS 2nd Hour: Iran Latest & Energy Implications, Moody's Chief Economist, & More Private Credit Concerns 4/9/26
David Faber, Carl Quintanilla, and Leslie Picker kicked off the hour with new data - before getting into the latest on Iran, what it all means for the energy patch, and what could come next in Hormuz - according to the CEO of one global cargo company with ships in the Middle East. Plus: Bank of America's Head of US Equity Strategy joined the broadcast with her volatility playbook, before the team checked in with Moody's Chief Economist about the macro (fresh off a new 'vibe-coded' recession indicator that's flashing warning signs).
Elsewhere in the hour: details on Meta's new deal with…
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