Oil Above $100: What’s Next? | Open Interest 3/9/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Iran picks a new leader,  signaling Tehran won’t back down as war spreads across the Middle East. Oil surges past $100 a barrel… President Trump calling it “a very small price to pay.” But Ed Morse warns crude could climb another 50%. Strategist Ed Yardeni now puts the odds of a US stock meltdown at 35% as stagflation trades sweep markets. Is this inflation shock “transient” again? Dynex Capital’s Smriti Popenoe weighs in.  And what if the Strait of Hormuz shuts down? Atomic Invest CEO David Dindi says that could reshape the Fed’s path forward.  Plus,  Bob Sloan of S3 Partners flags record short interest and mounting stress signals in private credit.

Chapters:
00:00:00 – Open Interest
00:04:17 – Iran Signals no Letup as Khamenei’s Son Named Leader
00:06:42 – Oil Soars Above $100 on Middle East Production Cuts
00:07:53 – Stagflation Trades Sweep Markets as War Widens
00:12:22 – Ed Morse Hartree Partners | Oil Climbs
00:25:28 – Stocks to Watch Nvidia, American Airlines, Occidental Petroleum
00:27:23 – Seema Shah Principal Asset Management | Stocks Bonds Slide Globally as Oil Tops $100
00:35:45 – Top Calls | Jefferies, PG&E, Dow Inc.
00:37:03 – Jake DeWitte Oklo & Amir Vexler Centrus Energy | Plan JV to Advance Nuclear Fuel Services
00:48:13 – The Pipelines that Could Decide the Iran War
00:53:02 – Shana Sissel Banrion Capital Management | Oil Soars Above $100 on Middle East Production Cuts
01:02:09 – High Interest | Trump Sons, Kalshi, Polmarket, Iran
01:03:37 – David Dindi Atomic Invest | Bonds Fall as Oil Prices Surge
01:11:25 – Smriti Popenoe Dynex Capital | Infrastructure Inflation
01:19:48 – Bob Sloan S3 Partners | Stocks and Bond Slide
01:28:01 – France Says G-7 Not there Yet on Releasing Oil Stockpiles
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