Friday’s May jobs report could influence Fed policy for the second half of 2021. Dan considers its impact and details two contrarian ideas in popular pandemic trades: long homebuilders and short U.S. dollar. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_70.pdf

All eyes are on inflation. Dan discusses its rise and ponders whether it will be transitory or structural. He also details a bearish trade idea in U.S. banks and a bullish trade idea for this summer’s oncoming domestic travel boom. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_69.pdf

The markets seem to be shifting from “work from home” winners to sectors better positioned for reopening. Dan discusses the rapidly changing sentiment and shares a defined-risk contrarian trade idea for how to play the crypto crash. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_68.pdf

The Nasdaq has underperformed compared to the S&P 500® year to date—and this week, Dan’s diving into the reasons why. He also details a bullish trade idea in an audio streaming stock and a bearish trade idea in a legacy tech stock working on a business transformation. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_67.pdf

The results are in, and we’re talking about the winners and losers of Q1 earnings season. Dan wonders if the markets are in a holding pattern. He also shares two trade ideas: one bullish in a social media stock, one bearish in a bank stock that has massively outperformed its peer group since fall. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_66.pdf

Once again, U.S. stocks are hitting all-time highs—but could this be as good as it gets? Dan looks ahead, sharing a near-term bearish trade idea in a large-cap index ETF and a bullish trade idea in a reopening trade. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_65.pdf

It’s Q1 earnings season, and we’re discussing the hopes and fears of corporate management as reports begin to post. Dan talks market sentiment and shares two trade ideas: one contrarian bullish in a biotech ETF, the other bearish in a global payments company near its all-time highs. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_64.pdf

Some market minds believe the economy is set to boom—but what will the future hold for investors? Dan analyzes unexpected patterns he’s seeing in index and equity charts and shares two trade ideas. One is bullish in a streaming media company, and the other is bearish in a home improvement company. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_63.pdf

The markets seem to have shaken off worries from the start of the year, as universal investor optimism drives the S&P 500 to record highs. Dan reflects on the Goldilocks economy and details two trade ideas: one bullish in a semiconductor, the other bearish in an industrial stock that has gone parabolic. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_62.pdf

We take a look back at Q1 market themes including federal spending, rising yields, and the push-pull of vaccine rollout vs. mitigation. Dan also helps us look ahead, sharing two trade ideas: one bullish in a pharma stock, and the other a hedge in big tech. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_61.pdf