The Rundown

Oil prices have surged above $100 after disruptions in the Strait of Hormuz, sending shockwaves through global markets. In this episode, Mike McGlone, Sr. Commodities Strategist at Bloomberg Intelligence, breaks down what’s driving the sudden spike in energy prices and why he believes it could trigger a much larger economic shift. We discuss how rising oil prices impact inflation, consumer spending, and the broader stock market. Plus, why volatility in commodities and gold could be an early warning sign for a potential downturn in equities. And what all of this means for investors as markets head into an increasingly uncertain year.

In this deep dive, Zaid breaks down why the Strait of Hormuz matters so much to the global economy, and why a prolonged disruption could send shockwaves through energy prices, inflation, and global economic growth

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Market update for Friday March 6, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode:
Unemployment rate hits 4.4%

Costco earnings surprise investors

Marvell shows strength within AI chip design 

Gap’s athleisure business shows sales declines

Fun fact: Microsoft is working on a new gaming console

Market update for Thursday March 5, 2026
Check out the Public app for incredible investing tools and to support the show (⁠⁠LINK⁠⁠)
Follow us on Instagram (⁠⁠@TheRundownDaily⁠⁠) for bonus content and instant reactions.
In today's episode:
Tariffs are jumping to 15% this week

Broadcom AI sales double

Nvidia halts production of Chinese H200 chips

OpenAI explores ad deal with The Trade Desk

American Eagle warns of $60M tariff hit

Fun fact: Apple launches its cheapest laptop ever

Market update for Wednesday March 4, 2026

Check out the Public app for incredible investing tools and to support the show (⁠LINK⁠)

Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.

In today’s episode:

OpenAI looks toward NATO defense deal
Tesla receives robotaxi driven upgrade from Bank of America
Ross Stores provides upbeat 2026 outlook after holiday earnings beat
Gitlab shares plummet amid sales slowdown amid AI era
Fun Fact: Mark Zuckerberg buys the most expensive home in Miami