Trump Strikes Controversial Oil Deal With Russia & Low Payroll MLB Teams Dominate Postseason
Summary
Toby and Neil discuss the fallout of a White House energy ceasefire with Russia, analyzing its political risks and limited impact on diesel prices. They also cover how Houthi attacks on Riyadh are undermining Saudi Arabia’s economic stability and investment appeal. The show highlights Pepsi’s struggling quarterly results amid GLP-1 trends and activist pressure to split the company. Finally, they celebrate the Nobel Prize in Economics and MLB’s playoff parity, while previewing Apple’s smart home launch and upcoming bank earnings.
Topics discussed
Intro and AT&T iPhone 18 Pro Deal
Chicago Marathon and Travel Disruptions
Sponsor: Intuit ERP for Finance Teams
Trump's Russian Diesel Deal and Energy Ceasefire
Houthi Attacks on Saudi Arabia and Economic Impact
Pepsi Earnings, GLP-1 Impact, and Product Strategy
Sponsors: Vanguard and PwC
Nobel Prize in Economics: Hall and Woodford
MLB Payroll Disparities and Salary Cap Debate
Apple Event, Bank Earnings, and Oscar Predictions
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