TWIFO 485: From the Equity Put Spread Craze to Meme Stock Metals & Crude's Inflection Point
In this episode Mark Longo and Scott Bauer break down three hot market themes: the surge in equity put spreads, especially the massive S&P 500 March 6600/6500 vertical and rising Russell 2000 volatility; the pivotal moment for WTI crude, where geopolitical factors could trigger a $5‑$10 swing and a potential reversal in natural gas; and the meme‑driven frenzy in silver, highlighted by triple‑digit volatility and speculative April 125 calls. They explain how institutional hedging and retail speculation are colliding, offering insights into the risks and opportunities of each trend. Their expertise from Prosper Trading Academy provides a blend of technical analysis and market‑psychology perspective.
Feb 19 | Commodity Week
In this episode of Commodity Week, Todd Gleason, joined by ag analysts Jim McCormick and Logan Kimmel, breaks down the USDA Outlook Forum numbers for 2026, focusing on corn, soybean, and wheat markets. They warn that old‑crop corn carry‑out could...
Nordic Power Market Competition Heats Up
The episode examines the upcoming launch of Nord Pool's electricity futures contracts and the resulting scramble for liquidity across the Nordic power curve, with Nord Pool CEO Tom Darrell and EEX CEO Peter Reitz debating who will dominate. It also...
Driving Discussions: The Gasoline Glut - Markets Out of Balance
The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...
The New European Sovereignty Stack: Energy, Minerals, Compute
The episode examines Europe’s modern sovereignty as an industrial and supply‑chain challenge, focusing on semiconductors, rare‑earth minerals, and energy infrastructure. Guests highlight Europe’s heavy reliance on imports, a thin venture‑capital ecosystem, and the need for coordinated capital to close the...
Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
In Episode 91, Arjun Murti delivers a rapid FAQ on the "take risk" messaging his podcast has been using throughout 2026, focusing on how companies should shape corporate strategy amid a maturing US shale oil sector. He reflects on the...
US Aluminum Market Digests Tariff-Induced Volatility at Platts Symposium
The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...
Asia’s Bitumen Shift: Trade Flows, Freight, and Future Demand
The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to...
A Geopolitical State of Emergency?
The episode examines escalating geopolitical risks to Europe’s energy security, focusing on rising US‑Iran tensions, Russia’s renewed attacks on Ukrainian energy assets, and shifting US interest in Greenland. Experts from Eurasia Group, Aurora Energy Research, and Montel analyze how these...
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Weight of Freight: Suez Uncertainty- Implications for Clean Tankers and Diesel”
Erika Tsirikou and Josh Michalowski discuss how ongoing Red Sea tensions are forcing tankers to bypass the Suez Canal and the potential reopening of the canal by 2026. They examine the resulting pressure on clean LR1 and LR2 freight rates,...
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
Monday: Silver Slides as Iran Tensions Ease
In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...
Friday: Oil Down 4.9% as Iran Tensions Ease
In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...
Powell’s Fed Up
The episode reviews Jerome Powell’s remarks that a potential criminal indictment against him must be viewed against the backdrop of broader political pressures from the administration. It also analyzes December’s U.S. jobs data, which showed a slowdown in hiring while...