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 Coreweave, what's hitting private credit stocks alongside software, and the key takeaways from Amazon CEO Andy Jassy's annual letter to shareholders. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.