Jim Tassoni, CEO of Armor Wealth Strategies, joins me for his monthly market insights, focusing on short to mid-term momentum trading strategies.

We begin by revisiting the gold trade, where Jim explains how he capitalized on the rally up to $3,500 before rotating from the metal into GDX. While the gold trade proved successful, miners have yet to deliver. Jim outlines the technical levels he's watching for GDX and shares how sentiment among clients is rising sharply for gold, potentially signaling a shift in long-term allocations.

The conversation then broadens to the U.S. equity markets. Although his short at SPY $550 initially worked, he was stopped out on the reversal. He now takes a more cautious stance, waiting for a breakout above SPY $600 to re-engage.

We also cover:

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