A sharp rise in interest rates has investors wondering: How long can stocks keep pace? Dan discusses the potential effect on equity market valuations and details a hedge for an electric vehicle stock. He also shares ideas to manage risk into March expiration. 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_60.pdf

Sector rotations and bouts of volatility in the equity market have Dan looking for opportunities in new places. He details two contrarian trade ideas: one in the energy patch after a massive run, the other in Chinese equities. 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_59.pdf

[Recorded 1/20/21] The country awaits a more streamlined vaccine rollout, and all eyes are on the economy, where

consumer confidence and retail spending are low. Dan ponders whether interest rates will fall again as debt rises with the relief bill. Check out his two bullish trade ideas this week: one in a 20-year U.S. Treasury bond ETF and the other a revisit of a social media giant. It trended up twice in recent months and Dan thinks the third time’s a charm.  For Transcript and Options Disclosure Document, please visit https://media.fidelity.com/assets/Fidelity.com_VMS/934/31/ITM_Episode_52_Transcript.pdf

[Recorded 01/13/21] Interest rates are rising as the vaccine rolls out and the economy starts to recover, so what does it mean for the market? Dan’s optimistic take is a bullish trade on a major airline that may benefit from more domestic travel. His conservative take is a bearish trade in the semi-conductor space, which could decelerate after months of exuberance.

(Recorded 01/06/21) It’s been an active first week of 2021, as the markets react to the Georgia Senate runoff election. Dan

discusses surging small caps, lagging mega-cap tech, and shares two trade ideas: one in automotive and

the other in social media. 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_49.pdf

As the year no one could have predicted closes, it’s the perfect time to take stock of your portfolio and

look ahead to next year. Dan shares a bullish trade idea on a beverage giant, predicting it trends

upward along with vaccine distribution, and a bearish trade for a cybersecurity stock benefiting from

sky-high online time. 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_49.pdf

All three indexes are hitting all-time highs, but investors are wondering: what does 2021 have in store? Dan looks ahead to the new year and shares two trade ideas: one bearish on a shipping giant, and the other bullish on a healthcare sector fund. 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_48.pdf

Investor optimism is high following a faster-than-expected COVID-19 vaccine rollout, but the markets are also grappling with intensifying virus mitigation efforts across the U.S. Dan reacts and shares two trade ideas: one bullish on an inflation hedge, and the other bearish on a home improvement play. 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_47.pdf

The year 2020 has been a rollercoaster for investors, with all-time highs and dramatic dips. Dan looks ahead to early 2021 and shares strategies for protecting this year’s gains. He details two trade ideas: a tactical portfolio hedge and a bullish strategy for an unsung streaming giant. 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_46.pdf

It’s been a record month for the markets, powered by investor optimism about a possible fiscal stimulus and COVID-19 vaccines in the new year. Dan looks ahead to 2021 and shares two trade ideas: a bullish defined-risk strategy for a tech mainstay and a hedge on a fast-growing stock. 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_45.pdf