Wall Street Roundup: market shifts to defense

What this episode covers

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait of Hormuz disruptions send global plastics prices soaringSecretary of State Rubio says the war with Iran will continue for 2-4 weeks moreWall Street slides as Trump delays Iran energy strikesEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Frequently Asked Questions

How long is this episode of Wall Street Breakfast?

This episode is 13 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on March 27, 2026.

What is this episode about?

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy...

Can I download this Wall Street Breakfast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.