Let’s lay out the news headlines of the day. Let’s get the analysis out, and I think that’s what’s really special about this hour and this panel is that you have this early window of open, unfiltered news, and you can inject that analysis and give those early risers the ability to stay ahead going into the trading day.
What do you expect to do differently during Morning Call vs. your previous late afternoon program?
What’s different about this hour, again, is sort of how special it is. The fact that we’re bridging international and domestic business news and what matters to markets and investors—giving people a jump on their coverage coming into the morning and setting that narrative for the day. I see this as a new ecosystem of early risers and a community here of folks looking to get started early in the day, connect with each other, and share insights and analysis. I think it starts with a show, but the vision here is to build that out into something bigger and broader.
Discuss the state of the current market climate as related to the ongoing Middle East Conflict?
Obviously, the markets are very, very volatile right now. It would seem that on any given day since Operation Epic Theory began, oil is driving every other asset class right now.
It’s driving policy, whether it’s fiscal policy, whether it’s monetary policy, as we’ve seen with the Fed just, again, this week holding steady, and some of the comments coming out of [Fed Chair Jerome Powell] with his presser after the FOMC decision. It’s affecting not just U.S. stock markets but also those around the world. It’s created a lot of uncertainty, and I think investors and business leaders tend not to like uncertainty.
But that said, I think as we get some guidance here on how long this could go and what it could look like, things will start to stabilize. That is sort of the key question. Time is the key piece here. What I would say and what success for the U.S. in this operation ultimately looks like, and how the president deems it so, is really going to dictate, I think, where the markets go from here.
Have you adjusted to the early morning wake-up calls?
I set three different alarm clocks. I drank some coffee. Naps have become part of my daily schedule. But, again, what I love about it—and I think about this just coming into Monday mornings off of the weekends where we’ve had so much news every single weekend since the year began—is getting to have that first crack at covering the news, analyzing the news, and contextualizing the news is exciting and invigorating. It’s a passion of mine to see that basically grow legs and run throughout the day, in terms of coverage and how we set the narrative.
