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Why War Isn’t Spooking Wall Street—Yet Mar 18, 2026

Show notes

A.M. Edition for Mar. 18. Gulf leaders insist on crippling Iran’s regime before ending the war, marking a major pivot from a region that once courted Tehran. Plus, as fighting drags on, Barclays’ Emmanuel Cau discusses why the mood in U.S. equity markets has remained largely upbeat. And bad news for the struggling U.S. Postal Service, as Amazon plans to take its business elsewhere. Luke Vargas hosts.

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The Strategy Behind Israel’s Killing of Two More Iranian Leaders Mar 17, 2026

Show notes

P.M. Edition for Mar. 17. A top U.S. counterterrorism official resigns over the war with Iran, while Israel said it killed two of Iran’s leaders. We hear from WSJ reporter Anat Peled about Israel’s strategy to take out top leaders of enemy organizations. Plus, the Senate kicks off debate over a voter-eligibility bill called the SAVE America Act. Journal reporter Anvee Bhutani joins us from Capitol Hill to discuss its prospects for becoming law. And social media is buzzing about a new AI tool from Perplexity that some say can rival the functions of the Bloomberg terminal for a lot less money. But tech reporter Isabelle Bousquette reports that Wall Street’s obsession with the terminal means that it may not be so easily replaced. Alex Ossola hosts.

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Inside OpenAI’s NSFW Growth Plans Mar 17, 2026

Show notes

A.M. Edition for Mar. 17. Israel says it killed Iran’s security chief, Ali Larijani, in airstrikes last night on Tehran, according to defense minister Israel Katz. Oil and natural gas prices are rising after an overnight drone strike and an attack today on a tanker off the Emirati coast. Plus, Nvidia has unveiled a suite of new hardware geared toward running AI models more quickly and efficiently. And WSJ’s Sam Schechner on why OpenAI has been weighing the rollout of a controversial “adult mode” of ChatGPT. Luke Vargas hosts.

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SEC Preparing a Proposal to Drop Quarterly Earnings Reports Mar 16, 2026

Show notes

P.M. Edition for Mar. 16. The Journal has learned that the Securities and Exchange Commission is working on a proposal that would drop a requirement that companies report their earnings every quarter. Publicly traded companies in the U.S. have reported results every three months for the past more than 50 years. Plus, Nvidia’s annual developer’s conference kicked off today, with the company navigating a big shift happening in the world of artificial intelligence. Journal reporter Robbie Whelan tells us about a type of AI computing called inference and how the world’s most valuable company is responding to the change. And policies intended to help New York City renters risks pushing out small landlords. WSJ reporter Rebecca Picciotto discusses their financial pressures and how those could affect tenants. Alex Ossola hosts.

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U.S. Asks for Help to Address Energy Crisis Mar 16, 2026

Show notes

A.M. Edition for Mar. 16. President Trump says he and his team have approached seven countries about policing the Strait of Hormuz – the vital waterway for global energy supplies. WSJ Brussels bureau chief Daniel Michaels discusses the options facing some of America’s allies as they weigh their response. Plus, airline executives call on lawmakers to end the partial government shutdown causing long lines at airports. And Europe’s far left has its moment. Luke Vargas hosts.

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The State of Women in 2026: Progress, Pay Gaps and Participation Mar 15, 2026

Show notes

It’s Women’s History Month, and we’re taking a look at how American women are doing—professionally and economically. Government data show that women’s overall labor force participation is almost back to pre-pandemic levels. But as the labor market weakens, the reality—especially for mothers of young children—is more complicated. Host Alex Ossola speaks with WSJ economics reporter Harriet Torry and Matthew Nestler, senior economist at KPMG, about the trends driving the data and what it really means for women today.

Further Reading:

Coronavirus Employment Shock Hits Women Harder Than Men

Women’s Return to the Workforce Piles Momentum on a Hot Economy

Millions of Women Left Work During the Pandemic. Where Are They Now?

In America’s Return to the Office, Women Are Falling Behind

Women’s Pay Is Falling Behind. Is the Return to the Office to Blame?

DEI Rules That Changed Corporate Boards Are Vanishing

Black Americans Are Losing Jobs in a Warning for the Economy

Labor Force Participation Rate - Women

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What’s News in Markets: Campbell’s Snack Problem, Centene Sinks, Petco Optimism Mar 14, 2026

Show notes

Why are salty snacks hurting Campbell’s shares? And what’s ailing Centene stock? Plus, why Petco thinks it can make a profit comeback? Host Xavier Martinez discusses the biggest stock moves of the week and the news that drove them.

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Money Is Flying Out of Private Credit. That’s Bad News for Wall Street. Mar 13, 2026

Show notes

P.M. Edition for Mar. 13. Private credit has, in recent years, been a huge engine for growth on Wall Street. Now, WSJ reporter Matt Wirz says it’s sputtering as investors pull money out of big funds. Plus, the Pentagon is moving more Marines and warships to the Middle East. And in a victory for the Federal Reserve, a judge throws out two Justice Department subpoenas issued to the central bank as part of a probe into Federal Reserve Chair Jerome Powell. Alex Ossola hosts.

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Four U.S. Troops Killed in Iraq Plane Crash Mar 13, 2026

Show notes

A.M. Edition for Mar. 13. The U.S. military confirms that four U.S. servicemembers were killed yesterday when a refueling plane crashed in Iraq. The deaths mark the first U.S. Air Force losses since the start of the war. Plus, TikTok parent company ByteDance secures access to top Nvidia chips in its bid to compete with the world’s most popular AI apps. And WSJ’s Jennifer Williams explains how U.S. employers plan to cope with the biggest annual jump in health-insurance costs in 15 years. Luke Vargas hosts.

Check out what WSJ critics had to say about this year’s Best Picture nominees.

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Oil Jumps to $100 a Barrel, Stocks Sink as Hormuz Crisis Deepens Mar 12, 2026

Show notes

P.M. Edition for Mar. 12. The economic risks of the war in Iran are getting real on Wall Street. Brent crude jumped above $100 a barrel and U.S. stocks sold off. Plus, the tie-up in the Strait of Hormuz is rippling across the global economy, and that includes sending the price of fertilizer skyrocketing. We hear from Journal agriculture reporter Patrick Thomas about what this means for U.S. farmers going into the spring planting season. And employees of medical-technology company Stryker woke up yesterday to find that their devices had been disabled due to a cyberattack. James Rundle, who covers cybersecurity for WSJ Pro, discusses how the war in the Middle East is playing out in the world of hackers. Alex Ossola hosts.

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