SOTS 2nd Hour: Strait Talk w/Fmr. Defense Sec. Esper, Citi Wealth CIO, & Goldman Earnings Takeaways 4/13/26
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Show notes
The U.S. set to begin blockading Iran's ports this hour after ceasefire talks failed to yield a breakthrough:
Carl Quintanilla, Sara Eisen, and David Faber got the latest out of Washington in addition to new housing data - before diving into the investor implications with Citi Wealth's CIO, and Former Defense Secretary Mark Esper. Plus: a fresh read on how surging energy prices are impacting the consumer - with Sunoco Chairman and luxury mall operator Ray Washburne.
Elsewhere this hour: what's pressuring Goldman Sachs shares in the early trade as they kick off a huge week of quarterly reports... and an impassioned interview with the Executive Chairman of Replimune - whose shares are plunging after FDA denial of a key treatment.
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