SOTS 2nd Hour: Stocks Fall as Oil Surges. How to Navigate Energy, Emerging Markets, & More 3/9/26

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a look at the latest market moves tied to Iran - at home and abroad - before RBC's Equity Strategy head gave her take on how to navigate the volatility. Plus: what an ongoing conflict means for emerging markets - and energy prices - with longtime veteran investors in their fields (Tortoise's Rob Thummel & Rockefeller's Ruchir Sharma)... along with a look at the tools still left for the Trump Administration to pull as consumers feel pain at the pump... Former Commerce Secretary Gina Raimondo gave her take - fresh off an op-ed in the New York Times with a stark warning around AI. Also in focus: how a DHS shutdown is causing extra pain for plane travel... and more on the news sending $HIMS shares surging. Squawk on the Street Disclaimer