Inside Energy: Power Rations & Asia’s Supply 03/24/26

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 24 March 2026

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

As Iran denies President Trump’s assertion that the U.S. and Iran have held talks to end the war, CNBC’s Dan Murphy reports from Dubai. Former deputy national security advisor for the Trump administration Victoria Coates shares her perspective on the region’s future, including support for reliable, secure internet in Iran. On the ground at CERAWeek with the world’s energy executives, Brian Sullivan reports on oil pricing and supply amid the Iran War. Plus, prediction markets Kalshi and Polymarket are moving to ban insider trading, asset management giant Apollo is limiting withdrawals this quarter in the latest concerning signal in private credit, and Valley National CEO Ira Robbins shares what he’s seeing from the small and medium sized businesses that he banks. Dan Murphy - 04:09 Brian Sullivan - 17:41 Victoria Coates - 24:44 Ira Robbins - 36:26 In this episode: Dan Murphy, @dan_murphy Brian Sullivan, @SullyCNBC Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Transcript

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0:00.0	Bring in show music, please.
0:04.3	This is Squawk Pod, and I'm CNBC producer Cameron Costa.
0:08.6	On today's episode, an update from the Middle East with CNBC's Dan Murphy.
0:14.7	Iran's parliamentary speaker, Ghalibath, accusing the president of spreading fake news to manipulate the markets.
0:21.0	President Trump's former Deputy National Security Advisor, Victoria Coates, on the importance
0:27.2	of Internet as Iran grapples with its own future.
0:30.9	Everyone's saying, oh, there's no popular uprising going on.
0:33.6	Well, quite frankly, we don't know.
0:35.1	So that's something I hope we're also working on while dismantling the odious state internet system,
0:41.3	the so-called National Information Network, that they imported from Communist China.
0:46.3	Then, a look at small and medium-sized businesses with Valley National Bank CEO Ira Robbins.
0:52.3	He says, between loans, employment, and sentiment,
0:56.4	it's the healthiest environment he's seen in two years.
0:59.7	Typically, most of our clients are the small businesses, which account for, you know,
1:03.4	80 to 82 percent of the total jobs in the country, and they're hiring.
1:06.7	Plus insight into the energy markets at Sarah Week and prediction markets Kalshi and Polly Market are making moves to stop insider trading.
1:16.6	It's a problem with the whole thing.
1:18.6	It is, but it's a problem with the whole thing.
1:21.6	It's Tuesday, March 24th, and Squawk Pod begins right now.
1:26.6	Stand Becky by in three, two, one.
1:30.0	Cure, please.
1:32.1	Good morning, everybody.
	...

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