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September 13th First Call: Navigating Volatility in Today's Markets

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Chapters19 segments · tap to seek
ticker lesson

Breakdown

0:00lesson

Week ahead macro focus

  • Not earnings week
  • Macro week focus
  • Low liquidity stocks
  • Sentiment risk on risk-off dynamic
1:46TCOM· ticker

Trip.com - low liquidity

  • Low liquidity ticker
  • Expected $1.73 move
  • Wide $5 strikes
  • Not ideal for trading
3:33lesson

Macro week implications

  • Thin names follow weather
  • Sentiment risk
  • Macro-heavy week
  • Market expectations
5:08SR3· ticker

Fed funds rate pricing

  • Fed hike odds up to 92%
  • Implied Fed funds rate 3.965%
  • Hike priced in
  • Market expectations
6:54lesson

Fed policy implications

  • Hawkish Fed up front
  • Market expects easing
  • Forward guidance ambiguity
  • Credibility of rate hikes
9:03Bonds· ticker

Bond market dynamics

  • Hike fully priced in
  • Market shifts to pricing
  • Long bond sell-off
  • Inflation expectations
10:49lesson

Market expectations

  • Hike expectations priced
  • Market moves on disappointment
  • Policy credibility
  • Forward guidance
12:40Steel· ticker

Steel industry dynamics

  • Steel producers lobby
  • Tariffs on steel
  • Regulatory capture
  • Political artifice
14:25lesson

Policy bias and market dynamics

  • Monetary and fiscal bias
  • 6 months forward hawkish
  • 9 months forward dovish
  • Market expectations
16:37Oil· ticker

Oil market dynamics

  • Oil up 3.2%
  • Backwardation state
  • Curve flattening
  • Supply and demand
18:26lesson

Gas price dynamics

  • Gas prices up 67%
  • Supply and demand
  • Market response
  • Policy response
20:34CL· ticker

Oil curve dynamics

  • Front month spread $5
  • Curve lifted
  • Backwardation state
  • Market expectations
22:33LAR· ticker

LAR earnings setup

  • Expected $4.92 move
  • Wide $7.50 strikes
  • Volatility pricing
  • Range trading
24:10lesson

Technical analysis

  • Price below key levels
  • Range trading opportunity
  • Sell into downtrend
  • Technical scan
26:03App Leven· ticker

App Leven technical setup

  • Hugging one-month level
  • Multiple touches
  • Potential reversal
  • Technical scan
28:01lesson

Market sector dynamics

  • NASDAQ outperforming
  • S&P and Russell lagging
  • Catch-up trade
  • Sector rotation
30:01IGV· ticker

Semiconductor volatility

  • Semiconductor volatility low
  • Software volatility high
  • Rotation implied
  • Catch-up trade
31:55lesson

AI and market dynamics

  • AI self-recursive improvement
  • OpenAI IPO delay
  • Private company handling
  • Market implications
33:55TSTY· ticker

TSTY iron condor pricing

  • Iron condor pricing
  • Position management
  • API integration
  • Market insights

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