Podcast Episodes

Is The Market Rotating Or Broadening?... And Options Action Ahead Of Earnings 7/12/24

Is there a market rotation or broadening taking place? Areas of the market that have underperformed so far this year are on a tear, so is tech’s tear…

1 year, 8 months ago

The Greenlight To Exit Tech… And Pfizer’s Obesity Hopes 7/11/24

Yields dropping to their lowest level in months, as this morning’s inflation report boosted hopes of a rate cut. So is the rate retreat the greenligh…

1 year, 8 months ago

Apple’s Momentum Keeps Building… And AI In Focus In Sun Valley 7/10/24

Shares of Apple keep climbing, and analysts are giving the tech titan the thumbs up as shipment estimates reportedly grow. But can you count on the c…

1 year, 8 months ago

Big Banks Get A Bump… Plus Housing Sector Head Scratcher 7/9/24

Banks heading higher ahead of the group kicking off earnings season this Friday. The move in rates, and what Fed Chair Powell had to say on the hill.…

1 year, 8 months ago

Signs Of A Weakening Consumer… And Pressure Mounting On President Biden 7/8/24

Consumer cracks starting to form, as fast food, gaming, and retail stocks all continue their decline. What the drops in these spaces could mean for c…

1 year, 8 months ago

Big Tech’s Big Day… And Second Half Energy Playbook 7/5/24

Tech stocks rallying as Meta, Alphabet, Apple, Microsoft, and Amazon all closing at all-time highs. How today’s jobs report could impact tech’s tear,…

1 year, 8 months ago

Pharma Stocks Get Hit As Biden Weighs In… Plus Tesla’s Delivery Beat 7/2/24

Eli Lilly and Novo Nordisk getting hit as President Biden says they’re “ripping off Americans”. 

The rising costs of weight loss drugs, and the politi…

1 year, 8 months ago

Apple Nears New Highs… And The Second Half Playbook 7/1/24

Shares of Apple nearing record highs as reports of a China iPhone rebound helps fuel investor optimism. But not everyone’s believing the reversal. Wh…

1 year, 8 months ago

Nike’s Historic Drop… And Payment Stocks Getting Burned 6/28/24

Shares of Nike plummeting after reporting results, as the sneaker giant warns of a major sales slowdown. But one of our traders is using the plunge a…

1 year, 8 months ago

Nike Reports Results… And Economic Track Records Ahead Of Presidential Debate 6/27/24

Nike swooshing lower after reporting a revenues miss. The details out of the company’s conference call, and how you should play the retailer. Plus Pr…

1 year, 8 months ago