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Oil shock, AI conviction, and markets in wait and see mode 3/3/26 episode artwork

EPISODE · Mar 3, 2026 · 42 MIN

Oil shock, AI conviction, and markets in wait and see mode 3/3/26

from Morning Call · host CNBC

Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk rises. And later, Credo CEO Bill Brennan calls AI an architectural shift, arguing the buildout is structural, global, and just getting started despite market skepticism. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Mar 3, 2026

What this episode covers

Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk rises. And later, Credo CEO Bill Brennan calls AI an architectural shift, arguing the buildout is structural, global, and just getting started despite market skepticism.

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Oil shock, AI conviction, and markets in wait and see mode 3/3/26

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This episode is 42 minutes long.

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This episode was published on March 3, 2026.

What is this episode about?

Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk...

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