The Rundown

Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s market may be dangerously misreading the situation. He argues that what we’re seeing is “the worst energy disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.

In this deep dive, Zaid checks in on Meta and asks the big question: is the company having an identity crisis? We break down Meta’s shift away from the metaverse, its massive AI spending spree, the recent layoffs, the legal trouble piling up, and the bull and bear case for the stock moving forward.

Market update for Friday March 27, 2026
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In today’s episode:
Nasdaq enters correction territory 
Netflix raises prices across all streaming plans 
JetBlue reportedly exploring a sale to United, Alaska Air, or Southwest
Unity Software jumps 13% after raising its Q1 revenue forecast
Bitcoin drops to a two-week low
Fun Fact: Apple is quietly making nearly $1 billion a year from AI apps

Market update for Thursday, March 26th, 2026
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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode:
Oil surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallon

Meta loses two landmark court cases over child safety and social media addiction

Google's TurboQuant breakthrough sends memory chip stocks tumbling

Olaplex gets acquired by Henkel for $1.4B (a 94% decline from its IPO valuation)

Snapchat under investigation in Europe over child safety failures

The NBA is expanding to Las Vegas and Seattle, and it could cost $10 billion per team

Market update for Wednesday March 25, 2026

Interview with CFO of Circle (Spotify, YouTube)

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:
Crypto stocks drop after proposed stablecoin regulation threatens yields
OpenAI shuts down Sora, ending a potential $1B deal with Disney
Arm jumps after announcing plans to sell its own AI chips
Pop Mart plunges as investors worry about slowing Labubu demand
Costco launches a new Kirkland energy drink that could rival Celsius