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WATCH SEC

All podcast episode summaries matching WATCH SEC β€” aggregated across every podcast we track.

53 episodes Β· Page 3/4
Politics and News
APR 7, 2026NPR
  • β€’

    Dayton Hamvention App launches for event planning

    β€œYou can use the app features to follow along the hourly prize drawings populated by the Dayton Hamvention Prize Committee and browse building and site maps so you can find exactly what you're looking for in all of that complex. Those going are also encouraged to tap on the My Profile icon in the app, add your name and call sign, email address, anything else you'd like to share with other guests because it generates a QR code on your event badge that you can then scan on the app.”

    β€” Sierra Harrop
  • β€’

    FCC moves to ban Chinese electronics testing

    β€œThe FCC plans to tighten its requirements for testing of electronic devices made in countries such as China before they can be sold to US consumers. The Commission will review an order this month that bans device testing conducted by labs that are owned or controlled directly by entities that pose national security risks. According to a statement by FCC Commissioner Brendan Carr, he identified China as one example of such a country.”

    β€” Don Hulick
  • β€’

    Brazil ends Morse code license requirements

    β€œThe Brazilian regulator will no longer require Morse code for amateur licenses under the changes that have been under consideration since 2020. The regulator will update content in its exams for its three license classes. This is one of several changes contained in a resolution released on April 28th by ANATEL. The resolution also grants hams the ability to operate on citizens' band 11 meter frequencies.”

    β€” Will Rogers
  • β€’

    Grant extends Digital Library of Amateur Radio

    β€œThe grant will allow Dlarc to continue curating and preserving historical content related to Ham Radio for an additional two years. The library includes a plethora of content from club newsletters to software to old printed call books that date back to the early 1900s. Dlarc has a want list, and if you own copies of any of the publications sought, please consider donating them for preservation.”

    β€” Joshua Marler
  • β€’

    1922 conference reshaped early US radio laws

    β€œWill takes us aboard the Wayback Machine to 1922, where we find despite several attempts, no successor to the outdated 1912 radio law had yet emerged. Now it could wait no longer since things had changed so radically with the rise of broadcasting. In early March 1922, Secretary of Commerce Herbert Hoover convened the first national radio conference in Washington.”

    β€” George Bowen
Startups & Tech
APR 2, 2026Harry Stebbings
  • β€’

    Anthropic hits $6BN monthly revenue milestone

    β€œI want to start with, you guessed it, Anthropic, unbelievable 28 day month of February, where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime. It was actually the accidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter model apparently, that is this next level step changing capabilities that they're not releasing because of how powerful it is.”

    β€” Harry Stebbings
  • β€’

    AI agents will accelerate data security leaks

    β€œThe faster we vibe code, the faster we ship, the more corners we cut in general on application level security. It happens. I mean, so many folks are accidentally uploading code to insecure GitHub's, to database, to super bases that are by default open. So this is this is accelerating our data, which is just open on the Internet. And you could say, but God, this shouldn't happen at the Anthropic level. And I'm sure someone will get will get scolded.”

    β€” Jason Lampkin
  • β€’

    OpenAI kills Sora to prioritize compute

    β€œYou're seeing the economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index. I think shooting Sora in the head is even more significant in terms of what it says about the strategic direction of the company.”

    β€” Rory O'Driscoll
  • β€’

    Anthropic blames human error for leaks

    β€œOn the cybersecurity leak, it was noteworthy that Anthropic, quote unquote, blamed human error. We may be at the stage where we throw the humans under the bus, not the AI anymore. Which I think at some level is pretty terrifying. But and you know exactly what happened. You often see this where you're about to do a big announcement. You have your content management system. You stage all the assets, be it their fed press release.”

    β€” Rory O'Driscoll
  • β€’

    Autonomous agents will drive massive token consumption

    β€œThe autonomous agents which I've been talking about how this is going to consume orders of magnitude more tokens and change our life. I'm excited to see more is coming and open claw was just this brief thing that woke us up to what Anthropic appears to be all in on. Truly autonomous agents running 24 seven, hopefully safely, hopefully not leaking all of our source code, but it's coming soon.”

    β€” Jason Lampkin
Daily Signal - Stock Edition
APR 8, 2026Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
  • β€’

    Energy security is reviving the nuclear sector - the escalating Iran crisis is forcing nations like Japan to prioritize nuclear power as a critical hedge against Middle Eastern oil disruptions.

    β€œJapan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, and that's highlighting how energy security is becoming a critical investment theme.”

    β€” Luke Guerrero
  • β€’

    Geopolitical tension is pushing oil toward $100 - US military deployments and potential closures of the Strait of Hormuz are driving crude prices higher while creating a volatile environment for global trade.

    β€œWTI crew diverse earlier declines to finish up over 3% on the day, just under $100 a barrel.”

    β€” Luke Guerrero
  • β€’

    Stagflationary signals are emerging in US data - a significant downward revision to Q4 GDP paired with a 'hotter' Core PCE print is challenging the narrative of a resilient economic soft landing.

    β€œThe first revision to Q4 GDP was cut in half, down to 7 tenths of a percent from 1 percentage point... That's not the kind of mix that supports an economic resilience narrative.”

    β€” Luke Guerrero
AI Podcast News
APR 7, 2026Latent Space AI
  • β€’

    Claude Mythos leak reveals unprecedented cybersecurity risks

    β€œThe biggest story is that there is a data leak at Anthropic, and it revealed a secret model called Claude Mythos. Anthropic's own internal documents describe it as a quote unquote step change in capabilities, and they're saying that it poses an unprecedented cybersecurity risk. This is coming from the safety company, so we're going to unpack all of that on the podcast today.”

    β€” Jayden Schaefer
  • β€’

    SoftBank targets forty billion dollar investment in OpenAI

    β€œSoftBank's $40 billion OpenAI investment. So they're putting together this big round for OpenAI. I think this is obviously a massive number, but that's almost secondary to what it represents when industry is really headed in an interesting direction. I think for me, what it's showing is there is a barrier to entry for building these kind of top-line AI models, and this barrier to entry is very high.”

    β€” Jayden Schaefer
  • β€’

    OpenAI shifts compute from Sora to robotics research

    β€œThe new detail is that the compute that they're basically turning off for SORA. So it was kind of very computationally intensive to run that video model. So they're shutting that down, and they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

    β€” Jayden Schaefer
  • β€’

    Apple integrates third-party AI models into Siri

    β€œApple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration. You'd essentially be choosing your AI assistant the same way you choose your default browser on iPhones.”

    β€” Jayden Schaefer
  • β€’

    Humanoid robots demonstrate rapid physical AI progress

    β€œMelania Trump brought in the Figure 3 humanoid robot, and it was basically walking around on two feet. It was greeting guests. It was speaking in 11 different languages. Now, I think on the surface, you can really look at this like a PR moment for Figure 3, but I think the reason why it matters is it's a signal of how fast physical AI is moving.”

    β€” Jayden Schaefer
Startups & Tech
APR 6, 2026Matt McGarry and Ryan Carr
  • β€’

    Blockchain-based botnets are nearly impossible to disrupt

    β€œThey're using blockchain, which is an immutable record, which is accessible from all over the place because it's decentralized, in order to pass the command and control commands. The botnet is scanning the blockchain, looking for certain wallets activity. The wallets are basically the identifier or the key to say, hey, this is from me, the criminal, and this is the command. It's kind of brilliant because you can't take the blockchain down.”

    β€” Dr. Gerald Auger
  • β€’

    Ransomware groups are moving vulnerability research in-house

    β€œTrend Micro published a report titled the near and far future of ransomware business models. It predicts that ransomware organizations will increasingly shift strategy to develop their own vulnerability research rather than using pen test teams or purchasing access credentials. Given that these skills are scarce, it believes some groups will offer researchers first to refuse agreements, paying them for a first look at new exploits.”

    β€” Dr. Gerald Auger
  • β€’

    Cloud-specific ransomware is the next major threat

    β€œThe report also believes that ransomware groups will better optimize operations to focus on targeting cloud infrastructure. This could include development of cloud specific ransomware families designed for unique cloud services. This might sound like news, but this is not news at all, okay? If you've read Nicole Pelaroth's This Is How They Tell Me The World Ends, excellent book, by the way.”

    β€” Dr. Gerald Auger
  • β€’

    Cyber briefings qualify for professional certification credits

    β€œIf you hold professional certifications that require CPEs, each episode of the Daily Cyber Threat Briefing, just like the one we're watching right now together, is worth half a CPE, so two and a half a week, 10 a month, they stack. Be sure to document by saying what's up in chat, by saying team live, team replay. Document literally the easiest and I would argue the most enjoyable to get CPEs.”

    β€” Dr. Gerald Auger
  • β€’

    MDR services bridge the gap for mid-sized firms

    β€œIf your organization is large enough to have cybersecurity concerns, but maybe not quite large enough to build a full-fledged security operations capability from the ground up, which many of us are, check out the managed detection and response offering from Recon InfoSec. Their offering includes the people, process and technology needed to deliver full-spectrum security operations to organizations of any size.”

    β€” Dr. Gerald Auger
Politics and News
APR 6, 2026NPR
  • β€’

    US military rescues airman from Iran

    β€œPresident Trump said on Truth Social that dozens of planes took part in the operation to save the airmen after his F-15 fighter jet was hit over western Iran on Friday. The plane's pilot was quickly rescued, but the weapons officer, an Air Force colonel, had to go into hiding. Trump wrote, quote, This brave warrior was behind enemy lines in the treacherous mountains of Iran. US rescue aircraft came under fire, but managed to reach the airmen and fly him out of the country.”

    β€” Greg Myre
  • β€’

    Trump threatens strikes on Iranian infrastructure

    β€œPresident Trump warned Iran today in a profane written post on social media that the US will attack key Iranian economic and infrastructure installations Tuesday. This, if no deal, is agreed to before then to keep open the key strait of Hormuz. On NBC's Meet the Press, Democratic Senator Tim Kaine criticized the president.”

    β€” Dan Roran
  • β€’

    Ukraine drones target Russian oil refineries

    β€œThe governor of Russia's northwestern Leningrad region said Ukrainian drones caused a fuel leak at the Baltic Sea port of Primorsk, the latest in a series of attacks that have slowed shipments of oil out of one of Russia's largest export hubs. Separately, authorities in the Nizhny Novgorod region to the east of Moscow reported Ukrainian drone strikes caused a massive fire at one of Russia's largest oil refineries.”

    β€” Charles Maynes
  • β€’

    High oil prices boost Russian economy

    β€œThe uptick in attacks comes as part of a wider Ukrainian effort to limit Russia's financial windfall from the US and Israel's decision to attack Iran. That war has brought soaring global energy prices and new customers for Russian oil and gas at a moment when Russia's economy had been struggling due to Western sanctions.”

    β€” Charles Maynes
  • β€’

    Democrats criticize Trump's no-mercy rhetoric

    β€œThe president and Secretary Hegseth's rhetoric about no mercy, no quarter, death from above, the bombing of the Stone Ages, this kind of rhetoric is really dangerous because the likelihood of having downed pilots or others who are captured in a war like this is very high. And if you send the message that there's no quarter for the folks on the other side, that really encourages them to mistreat our folks.”

    β€” Tim Kaine
Politics and News
APR 6, 2026NPR
  • β€’

    US forces rescued downed airman from Iran

    β€œPresident Trump said on Truth Social that dozens of planes took part in the operation to save the airmen after his F-15 fighter jet was hit over western Iran on Friday. The plane's pilot was quickly rescued, but the weapons officer, an Air Force colonel, had to go into hiding. Trump wrote, quote, This brave warrior was behind enemy lines in the treacherous mountains of Iran.”

    β€” Greg Myre
  • β€’

    Trump issues Tuesday ultimatum to Iran

    β€œPresident Trump warned Iran today in a profane written post on social media that the US will attack key Iranian economic and infrastructure installations Tuesday. This, if no deal, is agreed to before then to keep open the key strait of Hormuz.”

    β€” Dan Roran
  • β€’

    Democrats criticize Trump's dangerous military rhetoric

    β€œThe president and Secretary Hegseth's rhetoric about no mercy, no quarter, death from above, the bombing of the Stone Ages, this kind of rhetoric is really dangerous because the likelihood of having downed pilots or others who are captured in a war like this is very high. And if you send the message that there's no quarter for the folks on the other side, that really encourages them to mistreat our folks.”

    β€” Tim Kaine
  • β€’

    Ukraine drones strike Russian energy infrastructure

    β€œThe governor of Russia's northwestern Leningrad region said Ukrainian drones caused a fuel leak at the Baltic Sea port of Primorsk, the latest in a series of attacks that have slowed shipments of oil out of one of Russia's largest export hubs. Separately, authorities in the Nizhny Novgorod region to the east of Moscow reported Ukrainian drone strikes caused a massive fire at one of Russia's largest oil refineries.”

    β€” Charles Maynes
  • β€’

    Global energy prices surge amid Iran conflict

    β€œThe uptick in attacks comes as part of a wider Ukrainian effort to limit Russia's financial windfall from the US and Israel's decision to attack Iran. That war has brought soaring global energy prices and new customers for Russian oil and gas at a moment when Russia's economy had been struggling due to Western sanctions.”

    β€” Charles Maynes
Politics and News
APR 6, 2026The Wall Street Journal & Spotify Studios
  • β€’

    Drinkables drive long-term cannabis industry growth

    β€œDrinkables are going to be the biggest growth long-term in cannabis because of health factors, easy access and it's kind of like edibles. You can have a low dose and it's easily accepted on social aspect.”

    β€” Jesse
  • β€’

    Hemp-derived THC bypasses traditional dispensary models

    β€œThe biggest challenge is when you have a cannabis-derived THC drink, you got to go to dispensary. Now hemp-derived THC drinks, you can go to these more easily accessible place.”

    β€” Jesse
  • β€’

    Insurance gaps hinder sales at major venues

    β€œThe biggest challenge we have is we've identified the insurance contracts, and liquor liability clearly excludes it. And there is no true contract out there right now that will really cover the on-site impairment, the on-site consumption, especially at the limits and levels that we need that are comparable to liquor liability.”

    β€” Jesse
  • β€’

    Federal ban threatens the hemp beverage market

    β€œA new billion-dollar industry of hemp-derived THC drinks exploded onto the market last year by exploiting an apparent legal loophole. Now, a federal ban is set to wipe the popular alcohol alternatives off shelves by November.”

    β€” Host
  • β€’

    Farm Bill loopholes enabled the beverage boom

    β€œUltimately, the difference is really back to Lee's point is because of the farm bill and now it looks like we're not going to have it be changing. It's going to be basically hemp-derived THC drinks in my opinion, I've been saying this for years.”

    β€” Jesse
AI Podcast News
APR 3, 2026Latent Space AI
  • β€’

    Physical AI is accelerating into real-world environments

    β€œI think the reason why it matters is it's a signal of how fast physical AI is moving. If you look at a year ago, we were seeing these robots in these kind of controlled lab demos, and now we have one walking through the White House. I think this is a really big jump in a very short amount of time.”

    β€” Jaden Schaefer
  • β€’

    Capital requirements create massive AI competition barriers

    β€œWhat it's showing is there is a barrier to entry for building these kind of top line AI models. And it is, this barrier to entry is very high. I think it's not just about having the most talented research team anymore. You have to have billions of dollars in compute, in infrastructure, and you need to have the ability to scale your distribution globally at the same time.”

    β€” Jaden Schaefer
  • β€’

    OpenAI shifts compute focus from video to robotics

    β€œThe new detail is that the compute, that they're basically turning off for Sora... they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

    β€” Jaden Schaefer
  • β€’

    Apple opens Siri to third-party AI model integrations

    β€œApple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically, what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration.”

    β€” Jaden Schaefer
  • β€’

    Anthropic leak reveals high-risk Claude Mythos model

    β€œThere was one of them that was a draft blog post about a model called Claude Mythos. Anthropic has since confirmed that the model is real... Anthropic's own internal documents describe it as a 'step change in capabilities,' and they're saying that it poses an unprecedented cybersecurity risk.”

    β€” Jaden Schaefer
AI Podcast News
APR 3, 2026Latent Space AI
  • β€’

    OpenAI closes record $121 billion funding round

    β€œToday on the podcast, we're talking about OpenAI that just closed the largest private funding round in tech history, $121 billion at a $852 billion valuation. We also need to talk about what that means, who's writing the checks, where all this money is actually going. This is absolutely wild, but as far as who's actually putting money into this, that is, I think, maybe the bigger story that's interesting.”

    β€” Jaden Schaffer
  • β€’

    Huawei 950 PR chip challenges Nvidia dominance

    β€œThe 950pr apparently is going straight after that, and I guess they're sort of addressing it. It's a lot more compatible with CUDA workflows, and the response time is a lot better. But by basically integrating with the software that NVIDIA uses, they're able to get into that same ecosystem without people having to completely rebuild everything from scratch.”

    β€” Jaden Schaffer
  • β€’

    Anthropic accidentally leaks Claude Code source code

    β€œAnthropic accidentally published the entire source code of Claude code to a public NPM registry, about 500,000 lines of code. It was about 1900 files. A lot of people were impressed by just how big, robust, I mean, no shocker, but like this is basically their flagship core product that has kept their whole company alive.”

    β€” Jaden Schaffer
  • β€’

    Amazon ties $35 billion funding to AGI

    β€œAmazon has committed to put about $50 billion into this, which is basically the single largest chunk. $35 billion of their $50 billion is contingent. It only goes through if OpenAI either goes public or reaches the milestones of AGI. So basically, I have some really interesting clause that tells you that Amazon is making a bet.”

    β€” Jaden Schaffer
  • β€’

    OpenAI generates $2 billion monthly revenue

    β€œOpenAI says that they're now generating about $2 billion a month. That's up from $13.1 billion for all of last year. So right, that could be putting them on track in the next 12 months to make about $24 billion, which is significantly higher than the $13 billion from last year. It's a pretty steep growth.”

    β€” Jaden Schaffer
Politics and News
APR 5, 2026NPR
  • β€’

    US and Israeli forces rescue downed airman

    β€œTrump said the Iranians were closing in on him, but the US forces found him first. They picked him up, flew him out of Iran. Trump says he's safe and sound, though we don't know exactly where he is or the extent of his injuries. Still a lot of details we don't know. The New York Times is reporting that two US planes landed to pick up the injured colonel and the other troops, but were not able to fly out.”

    β€” Greg Myrie
  • β€’

    Israeli anti-war protests grow despite gathering bans

    β€œI'm here in central Tel Aviv, where hundreds of Israelis came to protest against the war in Iran and Lebanon. They held signs with the faces of Lebanese children killed by the Israeli military, and they went into an underground shelter during a missile attack. Protester Shiri Katz said she believes this war is going nowhere, and despite wanting freedom for Iran, she feels it will not be achieved through this conflict.”

    β€” Itai Stern
  • β€’

    Iran sets record for longest internet shutdown

    β€œAlmost 80% of Iran's 90 million population use the internet for commercial or social purposes. But now they find themselves digitally cut off from the rest of the world after the government imposed a blackout soon after the start of the hostilities. The Global Internet Monitor, NetBlock, says the shutdown has exceeded all other comparable incidents in severity.”

    β€” Ambar Hassan Atirajan
  • β€’

    Pope Leo delivers Easter hope amid conflict

    β€œAt the Vatican, thousands of Christian faithful are filling St. Peter's Square on this Easter Sunday. Pope Leo delivered the traditional Easter blessing in Latin, asking that God's grace and peace remain with the faithful. The American Pope also addressed the crowd in English, saying 'Happy Easter! May you bring the joy of Jesus, who is risen and present in our midst, to all you meet.'”

    β€” Windsor Johnston
  • β€’

    UConn faces Michigan in NCAA championship final

    β€œUConn center, Terrace Reed Jr. capped the Huskies' scoring in the 71-62 victory with key free throws in the game's final seconds. This season, Reed has shot a below average 59% from the line, but was determined to change that. Reed said he looked at his coach with 30 seconds left and asked to catch the ball and be fouled because he trusted the work he put in to knock the shots down.”

    β€” Greg Eklund
Politics and News
APR 5, 2026NPR
  • β€’

    US forces rescue downed officer from Iran

    β€œPresident Trump said on Truth Social that dozens of planes took part in the operation to save the airmen after his F-15 fighter jet was hit over western Iran on Friday. The plane's pilot was quickly rescued, but the weapons officer, an Air Force colonel, had to go into hiding. Trump wrote, quote, This brave warrior was behind enemy lines in the treacherous mountains of Iran. US rescue aircraft came under fire, but managed to reach the airmen and fly them out of the country.”

    β€” Greg Myhre
  • β€’

    Trump threatens to strike Iran's critical infrastructure

    β€œOn this Easter Sunday, President Trump went on Truth Social this morning to threaten Iran. In a profanity-laden post, he said Tuesday will be Power Plant Day and Bridge Day, repeating his threat to strike Iran's critical infrastructure if Iran doesn't reopen the Strait of Hormuz by his Monday deadline. Trump ended the post with, praise be to Allah.”

    β€” Noor Rahm
  • β€’

    Israeli airstrikes kill dozens across Southern Lebanon

    β€œEaster services are mixed with funerals as Israel bombs Lebanon's south and demolishes homes there. In the Christian village of Dibil, resident Maroun Yassif tells NPR, They're under siege and being shelled. United Nations peacekeepers say they've lodged a formal protest after Israeli soldiers destroyed security cameras outside a UN base in southern Lebanon. Three UN peacekeepers were killed last month and several have been wounded.”

    β€” Lauren Freier
  • β€’

    Iran conflict triggers global energy price hikes

    β€œEgypt said today that its foreign minister, Badr Abdel-Ati, had had phone conversations with his regional counterparts, as well as US Middle East envoy Steve Witkoff and Iran's foreign minister Abbas Arakchi to discuss proposals to de-escalate the Iran war. The phone conversations follow Egypt's participation last weekend in talks with Pakistan, Turkey and Saudi Arabia on the Iran conflict, which has also triggered a rise in global fuel costs.”

    β€” Michael Kaloki
  • β€’

    Hollywood studios and screenwriters reach four-year deal

    β€œHollywood studios and screenwriters reached an agreement yesterday on a new contract. It's for four years, a year longer than usual. The precise terms have not been disclosed. The Writers Guild issued a statement that the contract protects health care gains that were reached in 2023. The current contract expires June 30th. The swift resolution of negotiations comes in stark contrast to the last round, when Hollywood writers went on strike for months.”

    β€” Noor Rahm
Politics and News
APR 5, 2026NPR
  • β€’

    Iran war risks a regional nuclear disaster - a projectile strike on the Bushehr power plant perimeter threatens to leak radiation into the Persian Gulf, potentially contaminating vital water supplies for neighboring Gulf states.

    β€œRadioactive material from the damaged plant could leak into the Gulf, contaminating waters vital to states like Kuwait, Bahrain, Qatar, and the United Arab Emirates.”

    β€” Steve Parvaz
  • β€’

    AI investment is cannibalizing corporate labor budgets - corporations are prioritizing massive capital expenditures on AI technology, leaving limited funds available for headcount expansion or employee pay raises.

    β€œcompanies are spending a lot of money on AI technology so they don't have money left to hire more employees or give pay raises.”

    β€” Host
  • β€’

    Europe pushes for a solidarity energy tax - five EU nations are calling for a windfall levy on energy firms to redistribute profits and help consumers offset price spikes caused by the closure of the Strait of Hormuz.

    β€œFinance and economy ministers from Austria, Germany, Italy, Portugal, and Spain want the European Commission, the EU's executive body, to introduce what they call a solidarity levy on energy companies”

    β€” Terry Schultz
Politics and News
APR 5, 2026NPR
  • β€’

    US pilot rescued from Iran in daring operation

    β€œA US. Air Force officer who, along with another crew member ejected from a jet shot down in Iran on Friday, was rescued by US forces Sunday morning. Tasnim News Agency, affiliated with Iran's Revolutionary Guard, says at least five people were killed by US and Israeli forces involved in the operation. President Trump announced the rescue on social media, calling it, quote, one of the most daring search and rescue operations in US history.”

    β€” Drew Pervez
  • β€’

    Trump threatens Iranian infrastructure strikes by Tuesday

    β€œOn this Easter Sunday, President Trump went on Truth Social to threaten Iran. In a profanity-laden post, he said Tuesday will be Power Plant Day and Bridge Day. Repeating his threat to strike critical infrastructure, if Iran doesn't reopen the Strait of Hormuz by tomorrow, Trump ended the post with, praise be to Allah. The Strait of Hormuz carries about one-fifth of the world's oil supply, and gasoline prices have spiked since the war began.”

    β€” Nora Rahm
  • β€’

    Oil price recovery will take months post-conflict

    β€œAssuming there's actually a ceasefire and that Iran is interested in respecting it, it's going to be at least a couple of months. Reopening of the Straits will be slow because it may have been mined. Also, the logistics of getting all the ships that are trapped in out and the ones that are out in will be slow. Repair, there's been a lot of damage to infrastructure. We don't know how bad. It takes time to get the crew in. There's also restart. A lot of the oil fields have been damaged.”

    β€” David Goodwin
  • β€’

    Executive order restricts USPS mail-in ballot delivery

    β€œPresident Trump's executive order calls for his administration to create lists of adult US citizens in each state. It also calls for banning the US Postal Service from delivering mail-in-balance to anyone not on those lists. In their lawsuits, Democrats, voting rights groups, and almost two dozen states argue that Constitution gives state legislatures and Congress, not the president, the power to set rules for federal elections.”

    β€” Hansi Luang
  • β€’

    Postal unions fight weaponization of mail services

    β€œDymast and the National Rural Letter Cares Association says the order would weaponize the Postal Service to determine a voter's eligibility. It's going to cause confusion and could cause further delays in the daily handling of the mail and the daily routine and work of a postal worker. Trump says his order is trying to stop illegal voting by non-citizens in federal elections, a problem that numerous studies have shown is incredibly rare.”

    β€” Hansi Luang
Macro Pods
APR 3, 2026Blockworks
  • β€’

    Extreme market de-leveraging limits near-term downside potential

    β€œTo me, the market has de-levered and de-grossed a fair bit amount, like so much so that shorting at these areas is a very tough place to make money when you see these types of moves and factor in on top of that. That volatility skew and put demand is still very high. So we've de-grossed tremendously. A lot of the long onlies, the trend followers, systematics, and the market is still very hedged.”

    β€” Quinn
  • β€’

    Oil remains high enough for inflation but avoids destruction

    β€œOil prices aren't high enough for demand destruction, but they're high enough for inflation. You can make the argument, it's actually almost better for it to go higher. Then you get the demand destruction, like the central bank's gonna actually do something. We're stuck in the corridor of everybody's frozen.”

    β€” Felix
  • β€’

    Wartime capital allocation favors scarce, non-printable resources

    β€œThis is wartime allocation of capital. And this isn't just about the Iran situation, this is about what's been building for three years, four years, five years. It just favors scarce resources you can't print. The incentives here point to inflation, and inflation is really bad for risk assets because it sends bond yields higher and equity multiples lower.”

    β€” Quinn
  • β€’

    Implied volatility misfires as realized index volatility stays low

    β€œI think part of the problem is the market got over-hedged and indexed actual index realized volatility did not rise commensurately with the implied volatility. So implied volatility is forward-looking, realized volatility is backward-looking. And like we said, the index actual trading did not really move that much. So the implied volatility rolls off as time goes on, causes that short squeeze effect that we saw today.”

    β€” Tyler
  • β€’

    Sectoral shifts generate alpha despite flat index performance

    β€œYou know what is so fascinating is like from an index basis, things not much happens, but underneath the hood, if you look on like a sectoral basis, everything happens and that's really where all the alphas generated. But you even notice from the like you said, the indexes are unchanged, but some of the hedge fund performance numbers came out and some of these multi-platform funds got absolutely rocked.”

    β€” Tyler
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