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The Rundown

Claude Gets More Powerful, Nintendo Cuts Switch 2 Production

24 Mar 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 25.387 Zaid Admani

public.com presents the rundown your daily market update in under 10 minutes my name is Zaid Admani and today is Tuesday March 24th in today's episode we'll tell you about the latest release from Anthropic and the shift happening in the AI space We'll also break down Nintendo's struggles with the Switch 2 and the latest drama in private credit.

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25.468 - 51.132 Zaid Admani

Then stick around to the end of the show to find out why Apple is embracing ads. We got a great show for you today. Let's go. The markets ripped higher on Monday to start the week with the S&P 500 jumping 1.1%, while the NASDAQ climbed 1.3%. It was a rare day for stocks. We haven't seen a rally like that since early February.

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51.152 - 68.29 Zaid Admani

The catalyst, of course, was a true social post from President Trump on Monday morning, where he said the US and Iran have had very good and productive conversations about a resolution, and that he ordered a five-day pause on strikes against Iran. So the markets finally got the taco rally that it was hoping to get.

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68.33 - 85.148 Zaid Admani

Now, what's funny here is that Iran denied any talks were happening with the US, but then at the same time, there are reports that the two sides are meeting in Pakistan today to kick off negotiations. So we have a bit of a he said, he says situation, but the market is choosing to be a bit optimistic for now. We also saw this with oil prices.

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85.188 - 103.354 Zaid Admani

They tanked yesterday with Brent crude dropping 10% to $99 a barrel. It was the first time that prices have been under a Now we'll have to see how long this optimism lasts. Personally, I wouldn't be surprised to see oil prices stay elevated until the Strait of Hormuz is back to being fully open.

103.434 - 115.594 Zaid Admani

Now moving beyond oil, let's talk about gold real quick, because it's something that I get asked about the most in real life day-to-day conversation. Gold prices are down 20% since peaking at $5,600 an ounce back in January.

115.574 - 132.755 Zaid Admani

Now, this might be kind of confusing because most people thought that a war breaking out and a higher inflation risk would cause gold prices to go up because of gold's reputation for being a safe haven asset. Well, the thing is gold is also heavily influenced by interest rates. Higher interest rates makes gold a less attractive investment.

132.916 - 148.418 Zaid Admani

And right now, the market is a bit worried that the Federal Reserve might be forced to raise interest rates because of a potential resurgence of inflation due to higher oil prices. So that's one reason why gold is in a bear market right now. This could just be a temporary pullback, but I'm definitely keeping my eye on it.

148.438 - 162.844 Zaid Admani

Big picture, I think we're gonna continue to see volatile trading until there is a concrete resolution to the Iran war and the Strait of Hormuz is fully open. Maybe that happens this week, but it's impossible to know. In the meantime, the S&P and NASDAQ are still down 4% for the year.

Chapter 2: What recent trends are impacting the gold market?

528.05 - 546.919 Zaid Admani

So Apple is trying to diversify their services revenue in case they have to reduce the cut that they can collect from the app store. And they're doing what every big tech company does, which is turn everything into a billboard. And by the way, this isn't just Maps. Apple has been quietly adding ads across their entire ecosystem, including the app store, news, and even Apple TV.

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546.899 - 564.604 Zaid Admani

On a side note, I gotta say Apple Maps is actually pretty solid these days. I know it used to be a laughing stock. Now I'm still a Google Maps guy in most cases, but if I'm connected to a car with CarPlay, I use Apple Maps most of the time because it just looks better. That might be a controversial take. Let me know what you guys think in the comments on Spotify and YouTube.

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564.584 - 586.678 Zaid Admani

Well, all right, guys, that's the rundown for today. Hope you guys enjoyed today's episode. If you did and you have like five extra seconds, consider giving us a five star rating on Apple, Spotify, YouTube, wherever you listen to your podcast. All that engagement really does help us out and it helps other people find the show. Thank you guys so much for listening, watching and commenting.

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587.219 - 594.844 Zaid Admani

Shout out to Mike and Connor for all the work behind the scenes. And we'll see you guys back here tomorrow.

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