The PPI came in higher than expected, raising concerns about a further acceleration of inflation given the data predates the conflict in the Middle East and the surge in oil prices. Amidst the volatility, Tony shares a bullish opportunity in media given its resilient business model and a bearish trade in airlines.

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Tony discusses the continued Iran conflict and impact of oil pricing on inflation, small caps, and more. He shares two trade ideas that could offer opportunity in times of sharp volatility. Then he looks back to a recent trade for an American multinational tech company.

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Tony discusses caution around rallies because of the fragile equity stabilization until conflict with the Middle East de-escalates. He shares two big tech trade ideas for investors seeking shelter in quality and growth. Then he looks back to a recent trade for an American multinational tech company.

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Tony discusses the FOMC meeting, rising geopolitical tensions, and tech starting to participate in the rally. He shares trade ideas for leading AI infrastructure companies. Then he looks back to a recent trade for an internet performance and security company.

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