Episodios

  • Potential Opportunity in AI Infrastructure
    Feb 20 2026

    Tony discusses the FOMC meeting, rising geopolitical tensions, and tech starting to participate in the rally. He shares trade ideas for leading AI infrastructure companies. Then he looks back to a recent trade for an internet performance and security company.

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    29 m
  • All Eyes on CPI
    Feb 13 2026

    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 sell-off. With rates back in focus, we’ll break down why CPI could be the next big catalyst—and highlight two cyclical names breaking out as leadership rotates under the surface.

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    29 m
  • Tech and Fed Concerns Raise Volatility
    Feb 6 2026

    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 index ETF and a derivatives exchange company. Then he looks back to a recent trade for a global hospitality company.

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    28 m
  • A Tale of Two Markets
    Jan 30 2026

    Equities have continued to rally higher—while safe-haven demand for gold surges. This two-track market indicates some risk below the surface. Tony discusses the market levels to watch and shares bullish trade ideas in tech and airlines.

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    33 m