Barbara Doran of BD8 Capital Partners and Charlie Bobrinskoy of Ariel Investments join the markets panel to assess positioning, leadership and where investors should lean next. Earnings from Marvell Technology, Gap and Costco add another layer to the market narrative. Ian Bremmer, Founder of Eurasia Group, examines how tensions involving Iran could reshape global energy flows and geopolitical risk. Katie Stockton of Fairlead Strategies maps out key breakouts and breakdowns across the tape while Corey Tarlowe of Jefferies evaluates the state of the consumer and what upcoming retail results may reveal.