In the Money
Episodes
Oil Cools, Growth Heats
08 May 2026
Contributed by Lukas
It appears that Wall Street is now looking beyond tensions in the Middle East. Oil prices are cooling, market breadth is improving, and investors are ...
Warning Signs for AI Infrastructure?
01 May 2026
Contributed by Lukas
We’re watching two potential catalysts this week as the Fed comes together for what could be the last meeting of Powell’s term and earnings are an...
A Return to All-Time Highs
17 Apr 2026
Contributed by Lukas
The market has bounced back toward all-time highs with cooler-than-expected inflation, collapsing oil prices, strong earnings, and optimism in resolut...
All Eyes on the Strait of Hormuz
10 Apr 2026
Contributed by Lukas
With a two-week ceasefire announced, oil crashed, and equities rallied—but that renewed optimism only holds if the Strait of Hormuz opens. The marke...
Stagflation Regime Intensifying
20 Mar 2026
Contributed by Lukas
The PPI came in higher than expected, raising concerns about a further acceleration of inflation given the data predates the conflict in the Middle Ea...
Stagflation Squeezes Small Caps
13 Mar 2026
Contributed by Lukas
Tony discusses the continued Iran conflict and impact of oil pricing on inflation, small caps, and more. He shares two trade ideas that could offer op...
Equities Stabilize Amid Escalating Conflict
06 Mar 2026
Contributed by Lukas
Tony discusses caution around rallies because of the fragile equity stabilization until conflict with the Middle East de-escalates. He shares two big ...
Potential Opportunity in AI Infrastructure
20 Feb 2026
Contributed by Lukas
Tony discusses the FOMC meeting, rising geopolitical tensions, and tech starting to participate in the rally. He shares trade ideas for leading AI inf...
All Eyes on CPI
13 Feb 2026
Contributed by Lukas
The S&P 500 is hovering near 7,000 as we watch the key levels of support and resistance to determine whether a breakout is in play or a potential ...
Tech and Fed Concerns Raise Volatility
06 Feb 2026
Contributed by Lukas
Tony discusses the precious metals price dip, slowing bull run for equities, and a potential pullback to come. He shares trade ideas for a US economy ...
A Tale of Two Markets
30 Jan 2026
Contributed by Lukas
Equities have continued to rally higher—while safe-haven demand for gold surges. This two-track market indicates some risk below the surface. Tony d...
Greenland Demands, Bond Meltdowns, and Trade Wars
23 Jan 2026
Contributed by Lukas
Tony discusses the risk-off environment fueled by geopolitical tensions. He shares trade ideas for an American multinational healthcare company and a ...
All Eyes on Earnings
16 Jan 2026
Contributed by Lukas
Markets shrugged off the news surrounding the Fed and Jerome Powell, surging to new all-time highs—however, signs of weakness remain. Tony discusses...
Two New Trades in the New Year
09 Jan 2026
Contributed by Lukas
Tony discusses all-time highs for the S&P 500, Venezuelan intervention, AI stock momentum, and more. He then shares two trade ideas for American t...
Market Holding Pattern Continues
19 Dec 2025
Contributed by Lukas
As investors navigate the divergence between a cooling economy and optimism over earnings, this week’s CPI and PCE data drop could give us an idea o...
Potential Opportunity in Edge Computing
12 Dec 2025
Contributed by Lukas
Tony discusses the Fed’s 25bps rate cut, small caps, and more. He then shares a trade idea for an AI infrastructure company and looks back to a rece...
Bullish, Bearish, or Both?
05 Dec 2025
Contributed by Lukas
Markets are rallying, but headwinds remain, including souring consumer sentiment, a cooling labor market, and sticky inflation. Tony discusses the nee...
Market Sell-Off Spurred by AI Concerns
21 Nov 2025
Contributed by Lukas
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 Am...
Shutdown Ends: What It Means for Options
14 Nov 2025
Contributed by Lukas
Markets bounced back on the news of the shutdown ending with major indexes reapproaching all-time highs. Concerns remain, however, over market breadth...
Equity Rally Cools. Tech Giant Overextends.
07 Nov 2025
Contributed by Lukas
Tony discusses equity downside risks, Powell’s latest remarks, and the legality of tariffs. He then shares a trade idea for a consumer electronics a...
Market Strength or AI Hype?
31 Oct 2025
Contributed by Lukas
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 sha...