New Options: Race Cars Slowing, AI Accelerating
Listen now
Description
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
More Episodes
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...
Published 11/15/24
Published 11/15/24
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...
Published 11/08/24