Now on the other side of the 2024 presidential election, we discuss its potential impact on markets using 2016 as a guide. The Fed appears poised to cut rates again in December, but risk remains for a rate-cut slowdown with policy shifts that could be inflationary. Tony shares two bullish ideas for this week: a long-term investment in tech and a more near-term trade in semiconductors.   View transcript Options Disclosure Document  

Tony has a lot to cover in this week’s show. He discusses the market reaction to the election and expectations leading up to the FOMC meeting. He then shares two bullish trade ideas: The first move is for an IT company with AI capabilities, and the second focuses on a pharmaceutical giant.   View transcript Options Disclosure Document  

With the Fed meeting coming in the next week, the market appears to be taking a breather in anticipation of near-term volatility. Tony discusses the market’s response to rising yields and upcoming economic data, and then he shares two new trade ideas in the consumer sector.   View transcript Options Disclosure Document  

Tony discusses the latest market developments. While falling oil prices and a strong start to earnings season are seen as positives, concern over inflation and the upcoming Fed meeting may be tempering market momentum. He then shares two trade ideas: a bullish move for a financial tech company and a bearish play for a consumer staples fund.   View transcript Options Disclosure Document      

As we enter earnings season, Tony notes how the VIX is uncharacteristically high in light of the recent strong performance of the equity markets. He believes that sentiment has a chance of improving if companies beat Q3 projections. He also shares two trade ideas: a bullish move for an IT company and a bearish play for a tech giant.    View transcript Options Disclosure Document  

The U.S. markets are in a delicate balance as the S&P 500 hits new highs, driven by tech, a strong labor market, and a resilient consumer. Yet volatility remains high due to geopolitical risks and inflation concerns. With the Fed refocusing on inflation, tune in to hear Tony’s outlook on a top Chinese tech company and a major U.S. bank to navigate the current economic landscape.   View transcript Options Disclosure Document  

Tune in as we discuss how a weakening macroeconomic environment, disappointing payroll numbers, and rising inflation are affecting markets. We’ll also break down the risks ahead, and Tony will share options strategies on a health care stock and on a player in the Magnificent 7, to help navigate the current landscape.   View transcript Options Disclosure Document  

Tony discusses the recent market volatility and the possibility of the markets having another negative reaction like the downturn from a few weeks ago. He then shares two bearish trade ideas: the first in a fast-food chain and the second in the semiconductor industry.   View transcript Options Disclosure Document  

As Big Tech companies report earnings this week, investors are looking at how their CapEx investments will meaningfully translate to the bottom line. With the S&P 500 losing momentum after rallying back to all-time highs—and the Nasdaq-100 also lagging—join Tony as he shares insights on a software company with potential upside and takes a second look at a dominant player in hospitality.   View transcript Options Disclosure Document

Tony recaps the past week in the equity markets and discusses the recent rally after the sell-off two weeks ago. While he believes the markets look strong, he does note poor sector rotation as an area of concern. He then shares two trade ideas: One is a bullish move for a financial tech company, and the other is a bearish take in a consumer electronics retailer. View transcript Options Disclosure Document    

As this week’s inflation data solidifies the likelihood of a September rate cut by the Fed, the latest unemployment report has sparked recession fears, unsettling the market. Hear from Tony as he offers his insights and trade ideas on two major names in software to help navigate the shifting dynamics in the market.   View transcript Options Disclosure Document    

Tony breaks down the recent volatility in the markets and tries to pinpoint potential causes before sharing two trade ideas focused on adding long-term value for investors: The first is a move in the semiconductor industry, and the second is centered on a tech giant. View transcript Options Disclosure Document  

Volatility is back and investors are left wondering which direction the market is headed. Stocks are showing mixed performance as earnings results vary. All eyes are on the Fed regarding possible rates cuts. And the S&P 500 Equal Weight Index continues to gain relative ground. Hear Tony’s trade ideas on an energy provider and a precious metal as he remains constructive on the current bull market.    View transcript Options Disclosure Document  

Tony gives his views on the markets as we enter the thick of earnings season. He calls attention to emerging trends before sharing two trade ideas: The first is a bearish move in an e-commerce giant, and the second is an opportunity for investors to generate yield in a tech company.    View transcript Options Disclosure Document  

Last week’s inflation numbers led to significant shifts in the markets, and, with expectations of multiple interest rate cuts in 2024, money is rotating into neglected sectors, which could signal a healthy rally. But the catch? Corporate earnings must deliver on high expectations to keep the momentum going. Tune in as Tony looks to major players in apparel retail and consumer tech for potentially attractive opportunities.      View transcript Options Disclosure Document  

After a brief summer break, In the Money is back with Tony taking this show solo. He covers how the markets have reacted to the latest CPI print and shares two trade ideas as we enter earnings season: The first is a bullish move in the semiconductor industry, and the second is focused on owners of a popular tech stock.    View transcript Options Disclosure Document

Last week, a break in broader participation raised some concerns on the underlying strength of the rally. This week, things are turning around, but is that momentum sustainable and does too much of it hinge on AI? Tony shares an idea in a potentially oversold digital payments company, while Jess highlights a major tech player poised to capitalize on its AI collaborations.    View transcript Options Disclosure Document

Tony and Jess discuss the latest economic developments, including the recent highs in the equity markets and current GDP data. Then they share two trade ideas: the first is a bearish move in the homebuilder sector, and the second is a bullish take in a tech giant.    View transcript Options Disclosure Document

The NVIDIA earnings beat is driving the conversation this week and the S&P 500—but are there signs of weakness moving forward? Tony cites a lack of participation from key sectors as a reason to hedge and buy some protection, while Jess shares a long-term opportunity in an energy provider poised to meet the power demands of AI. View transcript Options Disclosure Document

This week’s CPI print triggered another rally to all-time highs as markets priced in a 60% chance of two rate cuts this year. However, upside may be limited due to negative divergence. Tony highlights a bearish trade with a major motorsports brand, while Jess shares another opportunity in tech as AI continues to accelerate.   View transcript Options Disclosure Document

Tony tackles the show solo today. In his macro view, he shares how he believes there's been a fairly significant reversal in the tone of the market recently, but he's not yet ready to say that we've resumed the bullish trend. Then he shares a couple of trade ideas: the first is a bearish take on bonds, and the second is a bearish move in a tech company.   View transcript Options Disclosure Document

This week, we’re digesting the recent economic data and Fed commentary. Rates remain unchanged, the labor market is showing more balance, and the Fed indicated quantitative easing, which could be a welcome sign for constrained consumers. Jess shares a trade idea in the banking industry, opportunity in fintech.   View transcript Options Disclosure Document

This week, our hosts discuss what has moved the markets before sharing two bullish trade ideas: one in a software company and the other in the tech sector.   View transcript Options Disclosure Document