Episodios

  • Hot Market. Cooling Economy. What’s Next?
    Jul 11 2025

    Markets have reached new all-time highs but may be signaling overbought conditions with a possible consolidation on the horizon and a cooling economy. Amidst the market backdrop, Tony shares a potential opportunity in a retail stock making a compelling comeback after a recent sell-off.

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    21 m
  • Watching for Potential Bond Market Cracks
    Jun 13 2025

    Tony discusses inflation and equity markets as well as a potential breakdown in the bond market. He then shares a trade idea for a retail giant and looks back to a recent trade for a computer tech company.

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    26 m
  • Cautious Market Optimism
    Jun 6 2025

    As markets recover all YTD losses and eye potential new all-time highs, we discuss the many factors in play and the possible downside risks of tariff uncertainty and souring consumer sentiment. Tony shares a new trade idea in a tech company potentially poised to break out and looks back at a prior trade in an EV company.

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    23 m
  • From Exuberance to Uncertainty?
    May 27 2025

    It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping. As we await the slew of economic data points dropping next week, Tony views the possibility remains for a more bearish outlook in the near term. Tony shares a bearish idea in manufacturing and looks back at a prior trade in tech.

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    19 m