Glass House ($GLAS) podcast mentions

Per Ticker.id: 1 Glass House ($GLAS) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-10-09.

1. On this week's wrap, we will discuss the war in Iran, interest rates and oil prices, a snapshot of the economy today with key weaknesses perhaps emerging, an analysis in depth of the third quarter, why I covered FICO and sold my long position in Glass House Brands, and one mailbag. There wasn't any significant war news this week, but what is clear is that the only two variables for the market that matter on a day-to-day basis are movement in oil prices and the 10-year yield. On days when oil and rates are up, the market goes down and vice versa. Take, for example, Thursday. There were headlines that President Trump is no longer interested in a deal with Iran and is planning to resume bombing. As a result, oil prices climbed, the 10-year yield rose, and the market declined. I take this threat seriously, and I assume that if bombing does resume, it will occur right after the midterms.

   Steve Eisman · The Real Eisman Playbook · Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · 2026-10-09