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Stopped Out of Every Short on the Rip, but the Long Puts Still Won.

NowPress play to follow along0:00 / 12:18
Chapters8 segments · tap to seek
ticker lesson

Breakdown

0:00lesson

Trading Psychology: Expectation vs. Reality

  • Consider what should happen vs. what does
  • SpaceX overvaluation example
  • Sensible valuations vs. speculative bubbles
1:54lesson

Risk Management: Stop-Loss Discipline

  • Systematically short symbols with stops
  • Stop-losses protect against rapid reversals
  • Short-term pain vs. long-term gains
3:42lesson

Long-Term Options Strategy: Directional Bets

  • Long spy puts, long cube puts
  • Options portfolio insulated from short-term noise
  • Directional bets on broad indices
5:35ES· ticker

ES Chart Analysis: Choppy Volatility

  • ES shows no clear trend
  • Relentless up/down pattern
  • Smoke without fire
7:26ENQ· ticker

ENQ Chart Analysis: Overhead Supply

  • ENQ has overhead supply
  • Shooting star pattern indicates resistance
  • Sell into strength setup
9:17BTC· ticker

Bitcoin: Persistent Sell-Off

  • BTC continues to decline
  • All assets red
  • Failure to break key levels
11:17FXI· ticker

FXI: New Focus Area

  • FXI shows strong uptrend
  • Long March 2027 $37 puts
  • China's emerging focus
11:18lesson

Market Flows: Opportunities in Volatility

  • Markets driven by flows
  • New sectors emerge
  • Adapt to rapid shifts

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