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What's Your Assumption? - July 2, 2025 - What's Your Assumption -- Global Trading Adventures: AAPL, ORCL, IWM, RB/HO, FI, SPX, HIMS, IONQ, ZC, QQQ, PEP - Market Tug of War!

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Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Tom and Tony navigate a choppy market tug-of-war with S&P down 6 and volatility creeping higher while tackling viewer submissions from Slovakia to Switzerland! Watch Tom discover the real place called "Knock 'Em Stiff, Ohio" while lamenting missed opportunities on Apple-Oracle pairs trades that moved $20 in just two days. The action includes Tom's adventurous mango guacamole breakfast and a mysterious gasoline-heating oil futures spread. Witness real money moves on 6 out of 10 hot tickers - successfully trading FI (Fiserv strangle), HIMS (skewed strangle with call skew), IONQ (naked puts), ZC (corn position adjustment), PEP (earnings strangle), plus a futures spread in RB/HO, while passing on already-moved AAPL/ORCL pairs, late-to-the-party IWM, holiday SPX play, and buy-and-hold QQQ. From international corn plays to earnings strangles, this episode showcases global market opportunities with perfect timing regrets!
  continue reading

1629 episodes

Artwork
iconShare
 
Manage episode 492146656 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Tom and Tony navigate a choppy market tug-of-war with S&P down 6 and volatility creeping higher while tackling viewer submissions from Slovakia to Switzerland! Watch Tom discover the real place called "Knock 'Em Stiff, Ohio" while lamenting missed opportunities on Apple-Oracle pairs trades that moved $20 in just two days. The action includes Tom's adventurous mango guacamole breakfast and a mysterious gasoline-heating oil futures spread. Witness real money moves on 6 out of 10 hot tickers - successfully trading FI (Fiserv strangle), HIMS (skewed strangle with call skew), IONQ (naked puts), ZC (corn position adjustment), PEP (earnings strangle), plus a futures spread in RB/HO, while passing on already-moved AAPL/ORCL pairs, late-to-the-party IWM, holiday SPX play, and buy-and-hold QQQ. From international corn plays to earnings strangles, this episode showcases global market opportunities with perfect timing regrets!
  continue reading

1629 episodes

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