TWIFO 440: Revenge of the Metals & The Sum of All Fears in Equities

Host Mark Longo and guest Uncle Mike Tossaw discuss a variety of topics in the world of futures options. The main discussion focuses on precious metals, specifically silver and gold, where Uncle Mike rebuts recent criticisms suggesting that trading these is unwise. The episode also delves into the movers and shakers report featuring commodities, such as Kansas City wheat and class III milk futures, to highlight significant market changes. The conversation extends to a detailed look at equity indices, where the recent sell-off and market volatility are scrutinized, and then moves on to interest rates, particularly the 10-year note. The episode ends with listener questions, prominently addressing strategies like leveraging longer-term collars in precious metals trading.

 

01:22 Welcome to This Week in Futures Options

02:30 Showtime: Latest Futures Options Trading Activity

04:19 Movers and Shakers Report

09:43 Volatility Breakdown

13:11 Debate on Silver: Hopes and Dreams or Good Trades?

25:37 Gold's Meteoric Rise and Market Reactions

26:14 Gold Options Activity and Market Sentiment

27:00 Unusual Flat Skew in Gold Options

29:37 Gold Puts and Market Movements

32:12 Equities Market Turbulence

36:17 NASDAQ's Volatility and Trading Activity

41:35 Interest Rates and the 10-Year Note

47:38 Futures Options Feedback and Q&A