On today's podcast:
1) President Donald Trump raised potential antitrust concerns around Netflix Inc.’s planned $72 billion acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose problems.
2) The Trump administration on Monday plans to unveil a long-awaited farm aid package, according to a White House official, offering $12 billion in assistance to a key base of support hit hard by low crop prices and the impact of the president’s tariff policies.
3) Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&P 500, expecting a shift in earnings growth ahead.

Daybreak Weekend: US CPI, Europe Energy, RBA Decision
39:04

Iran Seeks to Bar US Ships From Hormuz; Trump Considers Order on Autism
14:51

Iran-Oman Hormuz Agreement; Trump Threatens Munitions Leakers
15:44