Mark Longo welcomes veteran trader Dan "The Man" Gramza of Gramza Capital Management back to the trading pit to break down a wild, volatile week across the global macro landscape.
Mark and Dan dive deep into the renewed geopolitical tensions in the Middle East and why energy markets are suddenly dominating the tape again. From crude oil and heating oil surges to unexpected movements in crypto and commodities, they separate the signal from the noise.
In this episode, they discuss:
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The Energy Resurgence: Why crude oil, RBOB gasoline, and heating oil are lighting up the top performance lists.
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Commodity Shockers: What is driving the massive 19%+ explosive move in Cocoa?
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Crypto Volatility: A look at Ether (ETH) and Bitcoin (BTC) as they struggle with ongoing volatility despite near-term spikes.
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The "Teenie" B100: First impressions of Bloomberg's new index futures and potential spread trading opportunities against the Nasdaq.
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Blame the Kiwis? The surprising history behind the Federal Reserve's 2% inflation target and why New Zealand is at the root of it all.
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Equity Market Outlook: Dan's technical predictions for the S&P 500 and Nasdaq neutral-zone bounds over the summer.