Episodes
On today’s episode of In the Money, Tony and Jess discuss the bearish pivot due to the sticky inflation and escalations of the war in Israel. Is it a sign of things to come or a chance to “buy the dip”? Tony shares a bullish trade for a major retail company that’s been underperforming, while Jess highlights an opportunity in energy due to growing power demand for AI.   View transcript Options Disclosure Document
Published 04/18/24
Tony and Jess discuss the aftermath of the CPI print before sharing two trade ideas: the first is a bearish view on a financial company and the second is a long-term play on an energy stock. View transcript Options Disclosure Document
Published 04/12/24
On today’s episode of In the Money, Tony and Jess take slightly differing views of the latest market activity and run of all-time highs. Tony flags signs to be cautious about, like surging bond yields and rising commodity prices, while Jess highlights potentially bullish signals that the rally could push higher. Tony shares an opportunity in the gold industry, while Jess continues her AI trend with a long-term trade in tech.   View transcript Options Disclosure Document
Published 04/05/24
Tony and Jess give their latest takes on the market and discuss the possibility of rate cuts before sharing two bullish trade ideas: the first focuses on the oil industry and the second on the tech sector.    View transcript Options Disclosure Document
Published 03/21/24
The markets shook off a hotter-than-expected CPI this week with strong AI earnings pushing the S&P 500 and Nasdaq 100 up to all-time highs once again. The rally could move higher with signs of broader participation, but we’ll have to wait on more clarity from the Fed. Following a macro discussion, Jess and Tony share actionable trade ideas in tech and health care.   View transcript Options Disclosure Document
Published 03/14/24
Tony and Jess discuss the latest Fed speak and why rates may stay higher, longer. Artificial intelligence continues to dominate the market conversation—and building on that theme, Tony and Jess both share AI-driven trades.   View transcript Options Disclosure Document  
Published 03/07/24
Tony and Jess discuss the market rally and give their take on what could be coming next before sharing two trade ideas: the first is a bearish trade in an index ETF, and the other is a bullish move in a financial services company. View transcript Options Disclosure Document
Published 03/01/24
While the market experiences yet another all-time high, Jess and Tony discuss some reasons for caution moving forward, including the lag effect of inflation data and the influence of small-cap stocks. Jess shares a bullish trade in a streaming company, while Tony highlights a bearish opportunity in the industrials.   View transcript Options Disclosure Document
Published 02/26/24
Tony and Jess cover the latest market developments, including how the CPI print has led to markets grinding higher in the midst of violent sell-offs. Then they share two bullish trade ideas: one in a financial services company and the other in an energy drink manufacturer.      View transcript Options Disclosure Document
Published 02/16/24
The expected rate cut in March became a potential rate cut in May or June. With major indexes reaching all-time highs, our guests discuss the difficulty of trading in a market with high valuations and momentum. Tony shares an opportunity in defense, while Jess highlights a bullish trade with a major player in tech.   View transcript Options Disclosure Document
Published 02/09/24
Tony and Jess discuss the similarities and differences between markets during the current AI revolution and dot-com boom of the 90s before breaking down the Fed’s decision to keep interest rates at their present level. Then they share two trade ideas: one is a bearish move in a consumer discretionary company that also focuses on tech, and the other is a bullish move in a tech giant. View transcript Options Disclosure Document    
Published 02/02/24
The market is trending toward a mostly neutral Q1 with rate cuts now a toss-up and a lackluster start to earnings. Tony highlights a bearish opportunity in what he believes to be an overhyped tech stock, and then he shares a bullish trade in consumer staples.   View Transcript Options Disclosure Document  
Published 01/19/24
Tony takes a look at the latest macro data as earnings season begins and wonders if the S&P and Nasdaq could be propelled to new all-time highs. Then he shares two bullish trade ideas: one in a bank and the other in a semiconductor company.   View Transcript Options Disclosure Document        
Published 01/12/24
After the rally in the second half of last year, we’re starting off 2024 with an eye toward earnings. The hosts discuss whether this momentum is sustainable and share two new trade ideas. Tony highlights an opportunity to hedge a potential market pullback, and Jess shares a trade idea in the energy sector, which has a more bullish setup to start the year.       View Transcript   Options Disclosure Document  
Published 01/05/24
After the CPI showed signs of cooling inflation and the markets picked up steam, the 2023 bears may be headed for hibernation. Amidst the recent rally, Jess shares two bullish trades: one in an ETF that tracks the Russell 2000 and the other in a major financial services player.     View Transcript Options Disclosure Document  
Published 01/04/24
Jess handles the show solo as Tony is out on paternity leave. She dissects the latest jobs numbers before sharing two bullish trade ideas: the first is an adjustment to a past trade, and the other is a move for a tech company.   View Transcript Options Disclosure Document  
Published 12/08/23
Investor sentiment seems to have shifted, with the S&P 500 and Nasdaq 100 approaching key levels to the upside. Our guests discuss whether it’s still a time for caution or if this is truly a stock picker’s market. Tony shares a bearish idea in motorsports, while Jess shares an opportunity in tech that’s trending upward.   View Transcript Options Disclosure Document  
Published 12/02/23
No surprises from the latest Fed meeting, as stocks bounce after being oversold to close last week. Key resistance levels were passed on both the S&P 500 and the Nasdaq 100, but it’s far too soon to call this a bull market. Tony highlights a bearish trade in a potentially overvalued tech stock, while Jess flags opportunity in the bond market.   View Transcript Options Disclosure Document  
Published 11/17/23
The job market remains strong, earnings are exceeding expectations, and the U.S. economy grew in Q3 at the fastest rate in nine years, excluding 2020–2021. It all sounds like good news, but it also indicates the potential for more and longer rate hikes, creating market uncertainty. Tony highlights a bearish trade in a potentially overvalued retail stock, while Jess shares a buy low opportunity in tech after the recent sell-off. View Transcript Options Disclosure Document 
Published 10/27/23
This week on In the Money, Tony and Jessica discuss Chairman Powell's latest comments, earnings season trends, and rising Treasury yields. Then they share two trade ideas from the tech sector: one is a bullish move and the other is a bearish take.   View Transcript Options Disclosure Document 
Published 10/20/23
With a new CPI print dropping today, Tony and Jessica discuss whether the Fed is done with rate hikes and what the beginning of earnings season might mean for markets. Tony takes a bearish trade in the weakening industrials sector, which is currently facing a lot of downward pressure, and Jess highlights an earnings play with a big name in tech.   View Transcript   Options Disclosure Document
Published 10/16/23
Our hosts discuss the Fed's decision not to raise rates based on the CPI data from August before sharing two trade ideas. The first is a bearish trade in the information technology sector, and the second is a bullish move in a communications/tech company.    View Transcript
Published 10/04/23
Stocks are down. Oil is up. Bonds are dropping. Rates are rising. Tony and Jessica make sense of the mixed market signals as we head into fall and a new earnings season. Tony highlights an upside opportunity in cybersecurity despite the bearish backdrop, and Jessica shares a long-term strategy in a familiar ETF.    View Transcript
Published 10/02/23
This week, Tony and Jessica discuss the latest CPI print and other macroeconomic factors before sharing two trade ideas. One is a bearish move in a consumer staples company, and the other is a bullish move focused on AI.   View Transcript
Published 09/18/23
Yesterday’s ISM print shows that inflation has yet to be tamed, and the Fed will likely continue rate hikes beyond current investor expectations. It’s not all bad news though, as growth indicators are lowering recession fears. Tony highlights a bearish trade for Zions Bank, noting a lag in recovery and downside risk, while Jess shares a bullish trade in Starbucks.  View Transcript
Published 09/11/23