The Rundown

Market update for Monday March 23, 2026
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In today’s episode:
Trump delays Iran strikes, markets rally on de-escalation hopes

Palantir becomes a core AI system for the U.S. military

DraftKings jumps as lawmakers target prediction market betting

Fun Fact: “Project Hail Mary” becomes Amazon’s biggest movie debut ever

Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.

In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. 
We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.

Market update for Friday March 20, 2026
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In today’s episode:
FedEx earnings signal economy still holding up

Amazon working on AI-powered smartphone comeback

Super Micro stock plunges after smuggling charges

Firefly Aerospace surges on strong growth

Tesla Semi wins over truckers

Market update for Thursday March 19, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
Fed Meeting recap: rate cut hopes fade

Uber invests $1.25B* in Rivian to launch robotaxis

Micron crushes earnings but stock still falls

Five Below jumps, Red Cat drops on earnings

Meta shuts down the metaverse (yes, really)