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About this episode
The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran’s nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund’s portfolio in SpaceX and Tesla, says he’s still betting on Elon Musk. Baron addresses valuation concerns and explains his ongoing optimism regarding the world’s first trillionaire.
Leslie Picker
Ron Baron
Vice President JD Vance
Leslie Picker - 10:01
Ron Baron - 18:26
Vice President JD Vance - 44:25
In this episode:
Leslie Picker, @LesliePicker
Robert Frank, @robtfrank
Brian Sullivan, @SullyCNBC
Becky Quick, @BeckyQuick
Cameron Costa, @CameronCostaNY
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