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Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

The growing problems in private credit, including hidden software exposure
Eli Lilly’s $2.75 billion AI drug deal with Insilico
Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East
Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions
Sony raising prices on the PS5 again….blames it on AI

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

The Rundown

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows