Tony discusses fears spreading across risk markets, the chase for AI dominance, and potential rate cuts. He follows that up with trade ideas for an American multinational tech company and a biopharmaceutical company. Then he looks back on a recent trade for a leading chipmaker. View transcript Options Disclosure Document

Markets bounced back on the news of the shutdown ending with major indexes reapproaching all-time highs. Concerns remain, however, over market breadth and a weakening labor market. Tony shares a bullish trade idea in a shipping company undergoing a major transformation. View transcript Options Disclosure Document

Tony discusses equity downside risks, Powell’s latest remarks, and the legality of tariffs. He then shares a trade idea for a consumer electronics and software company and looks back to a recent trade for an American multinational tech company. View transcript Options Disclosure Document

AI stocks continue to push the market to new highs, masking poor breadth and the underlying economic weakness driving the need for rate cuts. Tony shares his outlook on the state of the market and a bullish trade in AI. View transcript Options Disclosure Document