In the Money

By Fidelity InvestmentsBusiness Investing

In the Money episodes

October 02 Could high bond yields affect the housing market?
Tony discusses the market’s resilience against the Middle East war, record high Treasury yields, the equities sell-off, and more. He then takes a bullish position for an AI chip equipment stock and a bearish one in home construction before looking back at a trade of an American biopharmaceutical company.
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33 min
September 18 When will oil prices and inflation go down?
Oil prices surge higher as the Fed has issued an expected 25-bps rate hike in an effort to keep inflation in check. The markets have priced in one additional rate hike for 2026, and the outlook for energy suggests it could move even higher given geopolitical tensions and depleted reserves. Against this backdrop, Tony shares two bullish trade ideas, one in oil and another in tech.
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Options Disclosure Document
33 min
September 11 How to help protect your portfolio if the Fed raises interest rates
Tony discusses higher oil prices, the risk of a rate hike, and a stock market that’s weaker than it looks. He then shares an overall market hedge and a software trade before looking back at a position he took on an American computer networking company.
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31 min
September 04 How the stock market is responding to the Middle East
Tony discusses rising Middle East tensions, which are creating macro pressures and fueling a more defensive market, with health care emerging as a leader. He then shares trade ideas in pharma and industrials before looking back at a recent trade in a US software company.
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32 min
August 21 Is it time to invest outside of big tech?
Tony highlights how broad leadership is improving while tech is losing momentum in the divided markets. Additionally, he presents bullish trade ideas in streaming and defense and looks back at a recent trade in an American travel tech company.
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27 min
August 14 Does lower inflation mean no interest rate hikes this year?
CPI day in America went as expected with a relatively tame print—clouding the decision on any potential rate hikes this year. As economic signals remain strong, geopolitics in the Middle East remain a wild card. Against that backdrop, Tony shares bullish trades in AI infrastructure and medtech while he looks back at a recent trade as it continues to break out.
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31 min
August 07 How long can the stock market's all-time high last?
Tech roared back to life as tensions eased in the Middle East, sending markets back to all-time highs. Coupled with strong earnings, the breakout could be a bullish signal for equities moving forward. Against that backdrop, Tony shares two new trade ideas in semiconductors and tech.
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33 min
July 31 When Will the Fed Raise Interest Rates? – 07/30/2026
It was another down week for semiconductors as both the Nasdaq and S&P 500 saw a negative shift in momentum and the VIX spikes due to escalation in the Middle East. Despite the fears of prolonged conflict, the much-anticipated FOMC meeting did not result in a rate hike. Amidst the mixed macro signals, Tony shares two unexpected bullish trades in travel and tech.
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35 min
July 27 How is the Strait of Hormuz affecting the stock market?
As diplomacy stalls in the Middle East, traffic in the Strait of Hormuz and throughout the Red Sea is also slowing down. Markets appear to be looking past the conflict, but with energy prices surging, investors may be overly optimistic about a resolution. Tony shares a bearish trade idea in a building supply company stuck in an unfavorable macro setup as well as a bullish opportunity in gold, which could benefit from the ongoing tensions with Iran.
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58 min
July 17 Inflation cools while oil heats back up
We’re seeing a healthy market under the surface through rotation and earnings strength, but oil remains a market wildcard as tensions renew in the Middle East. Despite a cooler CPI in June, the bond market appears to believe this is an exception and the inflationary trend could continue. Tony shares two bullish trades in tech companies that showed returns on their investment in AI.
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Options Disclosure Document
34 min

About In the Money

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Whether you’re new to trading or a seasoned investor, this team of pros can help you step up your game. Every week, we’ll break down complex strategies and share actionable ideas for traders of every…