What's really moving these markets

Ep.1329 Mar 5, 2026

What the media isn’t telling you about the Strait of Hormuz

Oil tanker

Oil tanker

Inside this episode

How did McDonald's allow this to happen?!
What the media isn't telling you about the Strait of Hormuz
These stocks and sectors will benefit as the Iran War drags on
Big changes coming to Curzio Research
Why is Chamath bragging about his losses?

Is Broadcom a buy after reporting stellar earnings?
Target is finally turning around
Should you buy Best Buy on this pullback?
A great trading opportunity in private equity

This week's trade

Software stocks have plummeted amid investor fears that AI will replace many tools and significantly lower margins.

That pain has bled into private equity. Some of the biggest firms are down well into the double digits in just a few months.

This pullback gives us a great entry point to one of the best asset managers in history.

While it has some software exposure, it’s much lower than its peers.

Better yet, the company just had its best fundraising year ever… and management fees are surging.

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Opportunities to leverage market dislocations
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