Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26

Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz’s Ben Horowitz on his firm’s investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught up in fears about software, falling even more after releasing results. His outlook, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on March 3, 2026.

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