Podcasts about DTE

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Best podcasts about DTE

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Latest podcast episodes about DTE

Radio HombreAlfa.top
423: La verdad incómoda sobre las relaciones tradicionales (Caso Real)

Radio HombreAlfa.top

Play Episode Listen Later May 16, 2026 69:35


Taller online: https://www.hombrealfa.top/taller-cero-dramas/ Domingo 24 de mayo a las 19.00 hora Madrid. Queda grabado. *¿Qué aprenderás en este episodio?: 1) Por qué entender la biología detrás de las relaciones NO destruye el amor… destruye la fantasía infantil sobre él. 2) El error de pensar que una relación tradicional “se sostiene sola” una vez la consigues. 3) Por qué improvisar en las decisiones más importantes de tu vida acaba pasando factura. 4) La razón por la que muchos hombres pierden relaciones cuando creen que “ya está todo hecho”. 5) Qué significa realmente sostener una relación seria en el mundo moderno. En el episodio de hoy vuelve al podcast un antiguo alumno que hizo el DTE hace años, estuvo conmigo en bootcamp y que ya apareció en otro episodio hace más de 200 capítulos. Nos contará cómo ha cambiado su vida con las mujeres después de varios años aplicando lo aprendido. Taller online: https://www.hombrealfa.top/taller-cero-dramas/ Domingo 24 de mayo a las 19.00 hora Madrid. Queda grabado.

Down to Earth With Kristian Harloff (UAP NEWS)
Rep. Burlison warns Trump Administration to release certain UFO vids or HE WILL!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later May 14, 2026 12:03


Rep Burlison has been on the circuit talking UFOS. He says he has seen certain UFO vids that should be released. He tells the administration that if they don't release them, he will use Speech or Debate Clause to release them himself. #uap #ufo #alien #aliens #news  ULTRA POUCHES: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at Take Ultra dot com. That's  http://www.TakeUltra.com for 15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
JAPAN releases statement admitting to UFO data possession data INCLUDING VIDEO.

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later May 13, 2026 10:41


The US has opened the gates with releasing UFO documents. Has the domino effect from other countries began? Japan says they have data including video. Will we see it soon? Kristian Harloff gives his thoughts. #uap #ufo #ufos #uaps #alien #aliens  SPONSOR:  ULTRA POUCHES:  Don't sleep on @ultrapouches. New customers get 15% Off with code DTE at https://www.takeultra.com! #UltraPouches #ad

Down to Earth With Kristian Harloff (UAP NEWS)
Jeremy Corbell says he has seen absolute evidence that Earth is being visited by aliens.

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later May 12, 2026 14:44


Jeremy Corbell has been a leading voice in the UFO community. He has been front and center in a new documentary. He has been very vocal about the upcoming documents. He states he has the clear evidence that he had my family and my mission is UAP cashback UFO. #Aliens. SPONSOR:  ULTRA POUCHES:  Don't sleep on @ultrapouches. New customers get 15% Off with code DTE at https://www.takeultra.com! #UltraPouches #ad

Down to Earth With Kristian Harloff (UAP NEWS)
David Grusch claims Trump administration is being BLOCKED by the CIA & DIA regarding UFO files

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later May 11, 2026 12:27


David Grusch says that the Trump administration is being blocked from finding certain information about UAP's and anything potentially pertaining to  alien life etc... Kristian Harloff gives his thoughts. #uap #ufo #uaps #ufos #alien #aliens  ULTRA POUCHES: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at Take Ultra dot com. That's  http://www.TakeUltra.com for 15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Excess Returns
We Asked an Options Expert Why This Melt Up Hasn't Broken — and Which Signal Could End It

Excess Returns

Play Episode Listen Later May 10, 2026 67:27


Brent Kochuba of SpotGamma joins Jack Forehand for the May 2026 OPEX Effect to break down what options positioning is saying after a massive AI and semiconductor-led market rally. They discuss SPX call volume, zero DTE options, dealer gamma, VIX expiration, NVIDIA earnings, oil risk, AI CapEx, and why options flows may help explain both the market's recent melt-up and the potential for a volatility shift after OPEX.Guest LinksBrent Kochuba on Xhttps://x.com/spotgammaSpotGammahttps://spotgamma.com/Topics CoveredWhy the market has ignored oil shocks and geopolitical risk while AI earnings dominate investor attentionHow AI CapEx, semiconductors and mega-cap tech have driven a powerful melt-up in stocksWhy options volume and zero DTE trading are increasingly important for all investorsHow dealer hedging, delta and gamma can affect stock market movesWhy options expiration can create short-term turning points in markets and volatilityWhat the May OPEX setup says about call-heavy positioning in the S&P 500Why single-stock options activity in NVIDIA, Tesla, Apple, Amazon and AI-related names mattersHow record SPX call volume is being driven by short-dated options flowsWhy Brent is watching VIX expiration, NVIDIA earnings and May 19 to May 20 for volatility expansionWhat oil, VIX, correlation and dispersion are signaling about market riskTimestamps00:00 Intro: SPX call volume, call-heavy positioning and transient options flows00:57 Are we in melt-up mode?05:29 AI, UFOs and how fast market narratives are changing09:00 Why options flows matter more for everyday investors13:39 Could SpaceX become the next huge options market?16:00 How dealer hedging, delta and gamma move through the market20:44 Why OPEX can become a turning point for stocks and volatility23:22 Why May OPEX is so call heavy28:07 The market rally into May expiration33:00 AI rebranding, meme behavior and downside headline risk36:07 Reviewing last month's oil and volatility setup40:17 How the war flipped market leadership back to tech44:13 Dealer gamma support in the S&P 50049:19 Single-stock gamma in NVIDIA, Tesla, Apple and Amazon51:06 Record SPX call volume and the role of zero DTE54:55 Semiconductor, AI and memory call volume57:50 From bearish positioning to peak-bull dispersion59:22 Oil, the S&P 500 and changing correlations01:03:06 COR1M, dispersion risk and when Brent considers hedging01:04:57 Brent's key takeaways for May OPEX and volatility expansion

Pharmacy Podcast Network
Regulating Compounding in the GLP-1 Era: A Conversatio | Essential: The Pharmacy Compounding Podcast

Pharmacy Podcast Network

Play Episode Listen Later May 7, 2026 62:45


This episode we look at a bunch of statements from the FDA and from HHS Secretary Robert F. Kennedy, Jr. And of course there are peptides to talk about these days. Does anyone really know what's going on with those? Our deep dive is a special one: Our guest is Al Carter, the CEO of the National Association of Boards of Pharmacy, and he gives us a totally different perspective on the regulatory landscape at the level that affects pharmacists every day. Links from the podcast: The latest FDA statement on DTE: https://fllw.me/4sL6zXw  The Coalition for Compounding Excellence's first audit process guide (compounding records and quality control): https://fllw.me/3Oew1qr  FDA Law Blog on the state of peptide compounding: https://fllw.me/4cpFF2C  National Association of Boards of Pharmacy: https://nabp.pharmacy  Join APC! https://a4pc.org/join 

Fem Muntanya
154 || Lluís Ruiz Oller, Oriol Antolí i Jose Manuel Ruiz Verdugo (Legends Backyard Ultra)

Fem Muntanya

Play Episode Listen Later May 7, 2026 111:57


Distance To Empty
2026 Cocodona 250 Deep Dive! Course Preview, Tips & Strategies

Distance To Empty

Play Episode Listen Later Apr 29, 2026 63:05


FLAGSTAFF BOUND is BACK for 2026!Become a Distance to Empty subscriber!: https://www.patreon.com/DistancetoEmptyPod Get some free DTE Swag by supporting out sponsors!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Janji.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and be sure to select 'podcast' > 'Distance to Empty' on the post purchase "How did you hear about Janji" page. Thank you!Check out Mount to Coast here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mounttocoast.com/discount/Distance⁠⁠⁠⁠⁠⁠⁠⁠⁠Code IRON at www.goodranchers.com and mention us in the post purchase survey!Episode Title: Cocodona 250 Course Preview 2026Kevin and Peter are back with their most-downloaded episode of the year — the Cocodona 250 Course Preview. With a combined ~5 finishes between them, the guys break down everything you need to know before toeing the line in Black Canyon City this May.They cover all the meaningful 2026 course changes first: the new Watson Lake Aid Station (bring $5 cash for parking), the relocated Fain Ranch at Living Waters Church, the loss of crew access at Deer Pass (hello, 50K crew-less stretch), and the big pacer rule flip — you can now bring a pacer through Walnut Canyon, but the final 19 miles over Elden are solo. No pacers. Just you and the mountain.Then it's a section-by-section breakdown of all 253 miles:Start to Crown King — 37 miles, 11K+ feet of gain, and one critical right turn you cannot missCrown King to Whiskey Row — navigating the Bradshaws overnight through Camp Kippa and the Yankee Doodle TrailWhiskey Row to Mingus Mountain — crossing Prescott Valley, the Granite Dells, the Fain Ranch gopher field, and the big Mingus climbMingus to Sedona — the most mentally draining stretch of the race, a junkyard descent out of Jerome, and a Verde River crossingThe Hangover Trail — slick rock, big exposure, 40-minute miles, and somehow the most beautiful part of the courseSchnebly Hill to Walnut Canyon — 51 miles deep in the race on the Coconino Plateau, Muns Park, Kelly Canyon, and the legendary Fort TuthillWalnut Canyon to the Finish — the final solo push up Elden via the Newhart Trail and down the steep descent into Heritage SquareThe guys also share details on the Distance to Empty ShakeOut Run (Sunday May 3rd, 2 PM at Deep Canyon Ranch), the Mingus Basketball Association three-shot challenge (live leaderboard, prizes from Mount to Coast, John G, and Ultraspire), and how to score some DTE swag out on course.Whether you're racing, crewing, pacing, or just dreaming — this is the episode to prep with.

The Guy Gordon Show
DTE Hikes Rates, Offers a Two-Year Break (Maybe)

The Guy Gordon Show

Play Episode Listen Later Apr 27, 2026 7:25


April 27, 2026 ~ Chris Renwick and Lloyd Jackson talk with Mike Lee, Managing Editor of Crain's Detroit Business. They discuss DTE rate hikes, Mackinac Island ferry disputes, and Buddy's Pizza's new strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daily Detroit
Daly's Restaurant Memories, Coffee Speakeasy, Boat Club & New Arts Center

Daily Detroit

Play Episode Listen Later Apr 24, 2026 29:58


Detroit's Friday crew is back! We kick things off a hidden "speakeasy of coffee" called Sml Wrld Cafe on Gratiot in Detroit, and why now is the time to get your yard and urban garden in order. Plus, the historic Detroit Boat Club is on getting on track for a major revival into a public-facing hub with restaurants, events, and rowing education. Jer also checked out the new Cadillac Arts Center near Waterworks Park, with In Thicket Books, Take Me Home, and Bowerbird Home anchoring a growing Little Village arts district on the east side. On the west side, the guys mourn the end of nearly 70 years of Daly's Restaurant, swapping memories of steam-bun burgers, cherry fudge shakes, and midcentury drive-in diner culture as the last Livonia location prepares to close. Then a serious note: DTE's proposed $474 million electric rate hike has listeners worrying about affordability. Finally, meet our Spring logo, featuring Phezzy - a pheasant because quintessentially Detroit and they're in every corner of the city.

Fem Muntanya
FEM MUNTANYA EXPRÉS: David Darné ens presenta “La Bianyenca”

Fem Muntanya

Play Episode Listen Later Apr 24, 2026 30:09


Ethical & Sustainable Investing News to Profit By!
April 2026 Sustainable Stock and ETF Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Apr 23, 2026 21:46


April 2026 Sustainable Stock and ETF Picks. Includes articles on wind energy, AI infrastructure stocks, and top 20 ESG ETFs. By Ron Robins, MBA Transcript & Links, Episode 166, April 24, 2026 Hello, Ron Robins here. Welcome to my podcast episode 166, published on April 24, 2026, titled "April 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 10 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. Titles and links to the other 7 can be found on the webpage for this podcast edition. ------------------------------------------------------------- 1) Top Wind Energy Stocks to Buy For Long-Term Portfolio Gain on finance.yahoo.com My first article concerns a sector important to sustainable investing: wind energy. President Trump's antagonism towards wind energy is causing some investors to be concerned about the sector. However, many energy analysts believe that wind energy does have a great future. Hence, I'm beginning this podcast with a recent article titled Top Wind Energy Stocks to Buy For Long-Term Portfolio Gain on finance.yahoo.com. It's by Zacks Equity Research. Here are some quotes from the article. "1. Duke Energy (NYSE: DUK) Based in Charlotte, NC, is a premier utility service provider offering efficient power and energy services. The Zacks Rank #2 (Buy) company is currently focused on expanding its scale of operations, implementing modern technologies at its facilities as well as enhancing its renewable generation portfolio by investing heavily in infrastructure and expansion projects… Such solid renewable capacity maximization plans should enable the company to further bolster its footprint in the expanding renewable energy market. 2. Constellation Energy (CEG) Headquartered in Baltimore, MD, is a well-recognized provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states that are capable of producing about 1,400 MW of electricity, of which about 750 MW are Constellation-owned. This Zacks Rank #2 company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. 3. Consolidated Edison (ED) Based in New York, it is a diversified utility holding company with subsidiaries engaged in both regulated and unregulated businesses. The company is involved in the regulated electric, gas and steam delivery businesses across the US. The Zacks Rank #2 company is currently building the Brooklyn Clean Energy Hub, a transmission substation that will strengthen New York's power grid and provide the flexibility for offshore wind resources to interconnect to it during construction and after commencing operation. 4. DTE Energy (DTE ) Detroit, MI-based, is a diversified energy company that develops and manages energy-related businesses and services. The Zacks Rank #2 company has been investing steadily to enhance its renewable generation assets. DTE aims to invest more than $10 billion in the clean energy transition over the next 10 years… The 50-plus wind and solar parks, under this program, already generate enough clean energy to power more than 835,000 homes." End quotes. ------------------------------------------------------------- 2) 6 Best Energy Stocks for the AI Power Grid Buildout from money.usnews.com This second article is also about energy stocks, but from an AI perspective. It's titled 6 Best Energy Stocks for the AI Power Grid Buildout from money.usnews.com. It's by Matt Whittaker and reviewed by Rachel McVearry. Here's some of what they have to say. Note that 2 of these stocks focus on natural gas and thus will not interest some of you. "The computing power required for artificial intelligence is much higher than for conventional computing. For example, a ChatGPT search takes about 10 times more electricity than a traditional Google search, according to Kanoppi, a tech company that provides carbon footprint insights for websites. 'The compute and networking infrastructure being built to run current and future AI systems are increasing in both scale and power density,' says John Campbell, senior portfolio manager with Allspring Global Investments… AI data centers also need power to keep the rows upon rows of computers cool enough to keep working… Here's a look at six energy stocks that could power up a portfolio amid the artificial intelligence data center buildout: 1. Powell Industries Inc. (POWL) Campbell points to this energy sector electrical equipment manufacturer as a momentum play… The company has a $1.4 billion backlog of business, with commercial and industrial growth driven by data centers, he notes. He also points to expanding gross margins, improving product mix, good execution and a strong balance sheet with effectively no outstanding debt and about $475 million in cash. Investing in Powell is not without risk, however, as shares are trading at roughly 31 times consensus forward earnings, which Campbell calls an 'extended valuation.' 2. Array Technologies Inc. (ARRY) This company makes ground-mounted, motorized systems that help solar arrays follow the sun to maximize electricity production. It also may be a bargain, with its shares down around 27% this year and Campbell calling it an 'out-of-favor opportunity.' The company grew its revenue 40% in 2025 as order bookings hit a record and volume grew significantly, but its shares sold off because of a disappointing outlook for 2026, Campbell says. 'The increased demand for its product set is fueled by increasing grid energy demand, coupled with the AI infrastructure buildout,' he says. After the sell-off, the company's shares are trading around 10 times consensus estimates for forward earnings, representing a significant discount to its nearest competitor, Nextpower Inc. (NXT), according to Campbell. 3. National Fuel Gas Co. (NFG) Turning to the extraction side of the AI energy equation, Campbell likes this natural gas producer operating in the productive Appalachian Basin that also gathers, transports, distributes and markets the fuel… 'National Fuel Gas Co. is actively positioning itself as a preferred partner for the massive power demand generated by AI and data centers,' Campbell says… Risks for National Fuel Gas Co. include relatively high debt and the capital-intensive nature of the regulated businesses. 4. NextEra Energy Inc. (NEE) In December, this utility company announced an expansion of its partnership with Google, saying the companies would collaborate to develop new gigawatt-scale data center campuses across the U.S. NextEra's energy generation capacity mix spans what will be needed for the AI data center buildout. More than half of this capacity is from renewable sources, followed by natural gas and then nuclear. The company plans to add up to 30 gigawatts of generation capacity by 2035 to help power data centers and artificial intelligence… That includes another deal with Google to restart a nuclear plant in Iowa. 5. Archrock Inc. (AROC) Murillo also points to this natural gas compression services and equipment company that serves the U.S. oil and natural gas industry. Compressing natural gas helps it move from wells through pipelines to processing and storage facilities… 6. Energy Vault Holdings Inc. (NRGV) One drawback to renewables such as solar and wind for artificial intelligence data center power is their intermittency. They don't produce electricity when the sun isn't shining or the wind isn't blowing. To help smooth this out, companies are deploying batteries to store energy and release it when renewable assets aren't actively generating electricity. Energy Vault develops, deploys and operates utility-scale energy storage solutions including battery, gravity and green hydrogen technologies. Last month, the company announced a deal with battery manufacturer Peak Energy to launch energy storage architecture with lower cooling requirements and improved ability to handle high-volatility power demands created by AI training and inference workloads." End quotes ------------------------------------------------------------- 3) The Top 3 Nuclear Energy Stocks to Buy Right Now from finance.yahoo.com Increasingly, sustainable investors believe that nuclear energy stocks are permissible in their portfolio. So I'm including in today's podcast this article titled The Top 3 Nuclear Energy Stocks to Buy Right Now from finance.yahoo.com. It's by John Bromels at fool.com. Now, a few quotes. "With the war in Iran pushing oil and gas prices higher, and the AI revolution contributing to higher electricity prices, alternative energy sources are looking pretty attractive right now. Perhaps none are looking as attractive as nuclear power, which has the advantage of not requiring constant refueling from unpredictable suppliers and the ability to be built anywhere… Here are the top three nuclear stocks to buy right now for investors who want to ride this exciting energy trend. 1. Oklo (NYSE: OKLO)  Early-stage nuclear start-up Oklo has already scored some big wins in its quest to make small modular nuclear reactors (SMRs) a reality. The company began construction on its first nuclear facility on the grounds of the Idaho National Laboratory in 2025 as part of the U.S. Department of Energy's (DoE) Reactor Pilot Program. When completed, the reactor facility -- dubbed the 'Aurora Powerhouse' -- is expected to generate 75 megawatts of clean power… Oklo is still in its pre-commercial stage, and there is still a lot that could potentially derail its ultimate commercial success, including regulatory setbacks and operational challenges. It's an inherently risky and speculative stock, and only the very risk-tolerant should even consider investing in Oklo at this stage, and even they should only invest money they can afford to lose. That said, for growth-focused nuclear investors, Oklo is a top buy right now. 2. NuScale Power (NYSE: SMR) Regardless of whether nuclear power someday supplants oil and gas as a power source, the world may still be reliant on oil and gas for crucial petrochemicals. However, nuclear start-up NuScale Power-- which, like Oklo, focuses on SMRs -- just signed an agreement that could help petrochemical plants become more energy-efficient. NuScale is partnering with Ebara Elliott Energy, a manufacturer of industrial turbomachinery, to field test a commercial-scale, high-temperature steam compressor powered by NuScale's SMRs. If successful, these compressors could use SMRs to provide process heat for petrochemical plants. While standard light water reactors were previously believed to be unable to reliably produce process steam for industrial applications at a temperature of 500 degrees Celsius or higher, NuScale believes its SMRs are up to the task. If successful, this test could open up a massive new market opportunity for NuScale's SMRs… Like Oklo, NuScale is an early-stage start-up that carries a number of risks for its shareholders. 3. Duke Energy (NYSE: DUK) If you're not a risk-tolerant investor, or you aren't looking for a pure-play nuclear company, but instead just want to make sure your balanced portfolio includes some nuclear energy stocks, you might consider utility Duke Energy is the second-largest U.S. utility stock, with a $100 billion market cap, and it also has the second-largest nuclear generation portfolio of any U.S. utility company… Duke pays a solid dividend that currently yields 3.3%, which the company has raised every year since 2010." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for April 2026 1. Title: NextEra and Brookfield Lead the Green Energy Movement from intellectia.AI. By Emily J. Thompson. 2. Title: The Energy Transition Isn't Dead. Here Are 2 Green Stocks Worth Buying This Month from fool.com. By James Hires. 3. Title: The Best Sustainable Stocks for Passive Income in 2026 from ca.finance.yahoo.com. By Sneha Nahata. 4. Title: Why Mastercard (MA) is one of the best ethical companies to invest in now according to Reddit from msn.com. By Noor Ul Ain Rehman. 5. Title: This Under-the-Radar AI Infrastructure Stock Looks Primed to Skyrocket from fool.com. By Keithen Drury. 6. Title: The Top US GreenTech Companies of 2026 from time.com. Introduction by TIME Staff. (There are some public companies on the list.) 7. Title: TOP 20 ESG ETFs In 2026 from esgnews.com. By ESG News Editorial Team. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "April 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on May 29th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Fem Muntanya
153 || Marc Toda (Towerrunning), Kilian Barbeta i SkyRace Pic de l'Orri

Fem Muntanya

Play Episode Listen Later Apr 16, 2026 120:13


Excess Returns
The Market the Tweets Can't Break | What the Options Market Tells Us About What Comes Next

Excess Returns

Play Episode Listen Later Apr 11, 2026 69:02


Subscribe to the OPEX Effect on Spotify⁠⁠⁠⁠Subscribe to the OPEX Effect on Apple PodcastsThis episode of The Opex Effect breaks down why markets have remained surprisingly resilient despite geopolitical chaos, an oil shock, and extreme headline risk. Brent Kochuba joins Jack Forehand to analyze what's really driving the market beneath the surface—from options flows and gamma positioning to the collapse in volatility and what it signals for the next move.They explore how the options market is shaping price action in ways most investors miss, why the VIX collapsed despite elevated risk, and what positioning tells us about the path forward as we head into earnings and the next major options expiration.Topics covered:Why markets have stayed near highs despite war, oil spikes, and macro uncertaintyThe “taco trade” and why investors expect bad news to reverse quicklyHow options flows and dealer hedging are influencing stock pricesWhy call options are historically cheap heading into earningsThe mechanics of gamma, delta hedging, and market maker positioningWhy options expiration (OpEx) can act as a turning point for marketsThe divergence between oil prices and equity volatilityWhat the collapse in the VIX reveals about investor positioningThe role of zero-DTE options in reinforcing short-term market rangesKey resistance levels forming from call selling and what they mean for upsideTimestamps:00:00 Why markets aren't reacting to geopolitical chaos04:18 The “taco trade” and shifting market expectations07:30 How options flows influence stock market movements11:10 Why OpEx can drive market turning points13:05 Volatility compression and the gamma-volatility relationship15:30 How large options positioning shapes market behavior18:05 Why positioning has shifted toward calls20:00 Why this OpEx may be less impactful than prior ones22:00 Market positioning into earnings and key drivers ahead24:10 Using gamma maps to identify support and resistance27:00 Revisiting the JP Morgan collar trade and March lows30:00 Correlation spikes and the oil-volatility relationship33:00 Why oil has stopped driving equity volatility34:30 The breakdown between oil and VIX correlation36:00 Why volatility may reprice higher after OpEx37:05 The oil curve and expectations for a short-term shock39:40 One of the largest VIX collapses ever41:00 How options positioning drove the volatility unwind43:00 Why selling volatility has become a dominant strategy45:00 The feedback loop between rising markets and falling volatilityFor more information on SpotGamma and Brent's work:https://spotgamma.comFollow Brent on Twitter:https://twitter.com/spotgamma

Radio HombreAlfa.top
413: Por qué las chicas pierden el interés aunque todo vaya bien (Caso Real)

Radio HombreAlfa.top

Play Episode Listen Later Apr 11, 2026 70:28


Recibe tu curso gratis aquí: https://www.hombrealfa.top/curso-gratis/ Únete a los miles de hombres que forman parte de mi comunidad de email para acceder a promociones exclusivas y enterarte de la apertura de mis formaciones. Estar suscrito tiene premio y es la única manera de estar al día de las novedades del proyecto. Al suscribirte con tu email, recibes el curso gratis de «Cómo ser un hombre más atractivo e interesante para las mujeres en la era de las apps y las redes sociales». Es un curso de siete lecciones por escrito (no vídeo, no audio) que puedes personalizar en función del momento que estés viviendo en tus relaciones. Para unirte a mi comunidad y recibir el curso, deja tu email en el enlace: https://www.hombrealfa.top/curso-gratis/ *¿Qué aprenderás en este episodio?: 1) Por qué tener resultados con mujeres no significa que entiendas lo que estás haciendo. 2) El error de depender de la suerte cuando no puedes replicar tus propios resultados. 3) Por qué no pierdes a las chicas por falta de interés… sino por falta de calibraje. 4) La diferencia entre escalar en el momento correcto… y cargarte una interacción que ya estaba ganada. 5) Cómo pasar de reaccionar a lo que ocurre… a entender el juego y empezar a liderarlo. En el episodio de hoy analizamos el caso de un alumno avanzado que no tenía problemas en conseguir resultados con las mujeres... ...pero que había cierto tipo de mujeres que sentía que ""se le escapaban"" o que la cosa terminaba ""en nada"" y sin saber por qué. Eso lo llevaba a depender de la suerte más de lo que le gustaría y a no tener el control. Hasta que aprendió el DTE y lo que pasó después nos lo cuenta en este episodio. PD. Recibe tu curso gratis aquí: https://www.hombrealfa.top/curso-gratis/

Daily Stock Picks
What I'm Really Buying After Trump's Peace Talk, Micron Drama & Nike's Faceplant

Daily Stock Picks

Play Episode Listen Later Apr 1, 2026 35:15


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Let's Talk Wellness Now
Episode 259 – The Desiccated Thyroid Crisis: FDA’s Unseen Impact & Corporate Manipulation

Let's Talk Wellness Now

Play Episode Listen Later Mar 31, 2026 49:20


Deb (00:03.606)Within the next seven months, up to 1.5 million Americans could lose access to a medication that they’ve relied on for decades. Not because it’s dangerous, but because a pharmaceutical giant may have lobbied the FDA to eliminate their competition. And if you’re one of them, your doctor may already have told you about this issue and stopped prescribing it.This isn’t a conspiracy theory. This is documented in federal court filings. This is happening right now. And the company that stands to profit, well, they’re the same ones manufacturing the only product that might survive.Today on Let’s Talk Wellness Now, we’re exposing the desiccated thyroid extract crisis, the corporate manipulation behind it, and what you need to do right now to protect your health. Stay with me because I’m about to share what could save your access to the medication keeping you alive.Welcome back to Let’s Talk Wellness Now, the show where we uncover the root causes of chronic illness, expose regulatory capture in healthcare, and empower you with the tools to advocate for yourself. I’m Dr. Deb, naturopathic doctor, your medical detective, and today we’re diving into one of the most consequential and corrupt healthcare decisions affecting patients right now. If you or someone you love takes Armour thyroid, NP thyroid, or any desiccated thyroid extract,for hypothyroidism or if you’ve struggled to find a thyroid medication that actually works for your body, this episode is absolutely critical. And if you have celiac disease, gluten sensitivity or corn allergies, what I’m about to reveal will make your blood boil. Now grab your cup of coffee, don’t forget your notebook and settle in because what’s happening to this medication right now is a masterclass in how pharmaceutical companies use regular Deb (02:06.544)agencies to eliminate competition, control markets, and price gouge patients. And I have all the receipts. Deb (02:20.982)Let me start with what might surprise you. Desiccated thyroid extract, or DTE as we call it, is actually one of the most oldest thyroid medications in the world. And I mean old. From the 1890s through 1970, this was the standard treatment for hypothyroidism.Now let’s really dive into that. From the 1890s to the 1970s, this was standard hypothyroidism treatment.In 1965 alone, and this is documented in peer-reviewed literature published in the Journal of Clinical Endocrinology and Metabolism, approximately four out of every five prescriptions for thyroid hormone in the United States were of natural desiccated thyroid preparations.The Journal of Clinical Endocrinology and Metabolism is a very high-end journal. Now think about that. This wasn’t some fringe therapy. This was mainstream medicine. Armour Thyroid, the most recognizable brand name, has been manufactured since the early 1900s, well over a century ago.and this is cited again in NIH bookshelf. When the FDA was officially established in 1938, Arbor thyroid was already on the market. And this is important and I want you to understand why. Under the federal Food, Drug and Cosmetic Act, any drug that was already being marketed before 1938 was automatically grandfathered into the system. That means it didn’t have to Deb (04:08.112)go through the formal FDA approval process. And this again is cited under the Federal Food, Drug and Cosmetic Act, grandfathered drugs and exemptions. And this is crucial to understanding what happens next. By the 1970s, synthetic levothyroxine, brand name Synthroid and generics became the preferred treatment. Hmm, wonder why?It was easier to standardize, came into consistent doses, and worked well for most patients, and could be mass manufactured. By the 1980s, levothyroxine had largely replaced desiccated thyroid in clinical practice, according to the American Thyroid Association 2014 guidelines for the treatment of hypothyroidism. But here’s what matters. Some patients…a very significant minority of them, never felt right on levothyroxine alone. Despite their lab work looking normal, they still had fatigue, brain fog, weight gain, cold intolerance, and depression.These patients often found relief when they switched back to their desiccated thyroid, which contains both T4 and T3 hormones, the way human thyroid naturally produces them. And this is not anecdotal. This is documented in randomized double-blind crossover studies published in Endocrine Practice.For decades, that was fine. Their doctors prescribed it, insurance sometimes covered it, patients were getting better, and the system worked really well. Until August 6th of 2025, just a short time ago, everything changed. On that date, the FDA sent letters to manufacturers, importers, and distributors of desiccated thyroid extract products stating that these medications would need an approval. Deb (06:04.654)a biologics licensed application, a BLA, to remain legally on the market. And this is cited in the FDA’s official statement, FDA’s actions to address unapproved thyroid medications. understand it says unapproved thyroid medications. However, desiccated thyroid, specifically Armour, has been approved since 1938. And this was dated August 6th through 7th, 2025.This wasn’t a guideline. This wasn’t a suggestion. It was an endorsement of action. And the timeline they gave them? Well, just 12 months to transition patients to another medication before enforcement action could begin.This was also cited by an FDA notice to the industry, animal derived thyroid products notice to industry, August 6th, 2025. Now do the math, that means August 2026, seven months from now, 1.5 million Americans currently taking this medication. And this number comes from the FDA official statement, citing that it’s an estimation of 1.5 million patients receiving prescriptions for these medications.could potentially lose their thyroid access. Now, here’s where it gets interesting. The FDA didn’t wake up in August of 2025 and decide to regulate desiccated thyroid after a century. This decision has a much longer backstory. And understanding that backstory is critical to understanding what’s really happening in this industry.The shift started in 2022. Back in September of 2022, over three years ago, an FDA branch chief sent a letter to the National Associations of Boards of Pharmacy noting that the agency had decided to designate DTE as a biological product, which would affect its eligibility for compounding. Deb (08:13.972)This also is cited in an FDA letter to the National Association of Boards of Pharmacy September 2022.Then two months later, in November of 2022, the FDA’s Office of Compounding Quality and Compliance sent a softer letter acknowledging that many Americans take medication to treat hypothyroidism and some choose to take DTE products. The letter stated that the FDA would focus enforcement on cases that pose the greatest public health risks, such as serious adverse offense or serious product quality or adulteration.also is cited by an FDA letter from Francis G. Bromel, the director, Office of Compounding Quality and Compliance, November of 2022. Now, let me just think about this for a second. If this drug has been on the market since the 1800s, been FDA approved since 1938, would we not have seen a health crisis long before 2022?I honestly don’t know of any other drug that’s been around this long that’s used by this many people. Now granted, I haven’t done the research on it either, which I can do for you guys, but I’m just thinking if a drug is on the market today and it causes harm, it doesn’t make it three years, five years before you see lawsuits everywhere. Why are there no lawsuits on this drug? Why are there no major reactions that people are seen having?Hmm, just thought. But here’s the pattern. The FDA was already laying the groundwork back in 2022, testing the waters, signaling where this was headed. The August 2025 action. Then this came down. Deb (10:09.806)August 6, 2025, the FDA announced its position publicly and sent formal letters to all DTE manufacturers, importers, and distributors. This was cited by the FDA Enforcement Action August 6, 2025, letters to manufacturers, importers, distributions of DTE products. The agency stated several concerns. First, DTE products have experienced quality and dosing issues.The FDA cited, and I’m quoting directly from their statement, over 500 adverse events reported associated with DTE products from 1968 to 2025. From 1968 to 2025, we had 500 adverse reactions? What is that math equate to?A couple a year? Come on guys, this is insane! With a substantial increase, you, between 2019 and 2020 that the agency suggested was related to voluntary recalls of sub-potent or super-potent products.This was cited in the FDA statement, over 500 adverse events reported associated with ADT products from 1968 through 2025.Second, the agency expressed concern about batch inconsistency. According to the FDA’s official statements, tablets made from the same manufacturing batches may not always provide the same thyroid hormone levels. Okay, this was cited in the FDA statement, tablets made from the same manufacturing batches may not always provide the same thyroid hormone levels. Thirdly, and I want to actually let’s back up. I want you to remember I said that Deb (12:11.216)because further down in this podcast, we’re going to talk about this. This is an important point to remember. Thirdly, the agency raised concerns about potential impurities from animal source material, including potential for viral contamination due to the animal source and supraphysiological levels of T3.the FDA statement on impurities, viral contamination and super physiological T3 levels. Now I will tell you, I’ve been prescribing armarithograde for 20 years. I’ve rarely seen a super physiological dose given of T3 in lab results, unless the patient takes their medication like four or five hours before you do the blood test, then you’ll see a false rise because you’re actually seeing the medication. You’re not seeing people walking aroundsuperphysiological T3 levels. Nobody would like that feeling. So anyway, I digress. Now let me pause here because this is where I need to give you some context that the FDA hasn’t quite emphasized yet. Of course, we have another connection and it is the China connection.So the FDA’s concerns about contaminated drugs and quality issues don’t exist in a vacuum. In 2024, the U.S. over 828,000 metric tons of pharmaceuticals, seven times the level from 2000. And here’s the kicker. China and India supply the majority of active pharmaceutical ingredients. APIs for U.S. generics accounting for 70 to 80 % of the total genericdrug supply. According to Reuters industry report in 2024, they state that China supplies 82 % of the APIs for critical drugs. Deb (14:08.204)Got to question that, right? Why are we giving all of our drug formulas to China and allowing them to import them into our country? In fact, roughly 20 % of the critical drugs have APIs exclusively sourced from China. And China controls 80 to 90 % of the global production for antibiotics and other key compounds. This was also cited by Reuters industry data thatcontrols 80 to 90 percent of the global production for antibiotics and other key compounds. Now just think about this. They control 80 to 90 percent of our medication. They control 20 percent of our critical drugs and we just put what kind of tariff on them? Hmm.In 2025 alone, the FDA issued multiple warning letters to foreign manufacturers for contamination issues and failure to follow good manufacturing practices. This is also cited by the FDA warning letters 2024 through 2025 and multiple citations to foreign manufacturing facilities. This is a systematic problem affecting the entire US drug supply, not just desiccated thyroid.So when the FDA suddenly became concerned about DTE quality and contamination, part of that concern was legitimate. But this is crucial. The same inconsistencies and contamination issues exist across the entire generic drug supply. And the FDA has not taken the same enforcement action against them. Let that sink in.They have not taken the same enforcement action against the other drug companies. So what’s behind all of this? Where is this all coming from? Hmm. Let’s address something directly, because you deserve to know it. And I’m going to cite my sources precisely so that when the medical boards have something to say about this, and they might, I have a documentation for every single word that I am about to speak. Deb (16:24.878)According to the court documents filed in October 2025, in the case ofa urine, a urine. I’m going to say that wrong. Pharmaceuticals versus Dr. George Tidmarsh from ABBV, the multinational pharmaceutical company that manufactures armor thyroid, reportedly petitioned the FDA in 2024, asking the agency to reclassify DTE as a biologic and to prohibit other manufacturers from selling unlicensed DTE products unless they havehad an investigational new drug application, we call this an IND, and a clinical development program aimed at eventual approval. This is cited in the court filing a Urena pharmaceuticals lawsuit versus Dr. George Tidmarsh, October 2025, reported by Fierce Pharma. Now let me explain why this matters and why this is one of the most brazen examples of regulatory capture I’ve ever seen in my career.AbbeVee is one of the world’s largest pharmaceutical companies. In 2024, they reported over $54 billion in revenue. Drop the mic on that one.They have the resources, the regulatory expertise, the legal teams, and the financial capacity to navigate a biologics license application process that costs between $500 million and $1 billion. Let that sink in. Deb (18:07.882)A drug that’s been on the market since the 1800s that was grandfathered in 1938 that’s making plenty of money right now. They’re going to spend 500 million to $1 billion to get a biologics license application. Why would they do that? Well, we’re about to find out. Most otherDTE manufacturers, smaller companies like Acela Pharmaceuticals, which makes NP-thyroid, and RLC Labs, which made WP-thyroid, do not have those same resources. And this is cited in Pharma Voice in 2025. Why a treatment older than the FDA is getting new regulatory scrutiny. So when you petition the FDA to reclassify a drug in a way that requires this type of expensivetime-consuming biological approval, you’re not just asking for safety. You’re asking to eliminate your competitors from the marketplace. Now, I want to be very precise here. These allegations are documented in federal court filings, and it hasn’t been approved in court. It’s also been reported by multiple industry sources, including Fierce Pharma. But I’m telling you,what has been reported in legal proceedings, not stating it as an absolute fact because you deserve to know the difference and because I have to protect my license. Now, what do we know for certain?AbbeVee is working on a biologics license application for Armour thyroid through clinical trials called Avantia. This is cited by the AbbeVee corporate statement 2025 Avantia clinical trial for Armour thyroid. A cell of pharmaceuticals has been pursuing BLA approval for NP thyroid for seven years since 2017 and it completed its phase two trials successfully in 2025. They’re now moving Deb (20:15.448)into Phase 3 trials. This is also cited by the Acela Pharmaceuticals CEO statement 2025 seven-year pursuit for BLA approval completed Phase 2 trials moving to Phase 3.RLC Labs, which manufactured WP thyroid, has made no public announcement about pursuing BLA approval and really probably don’t have a plan to do this since they’ve been off the market for some time now. About five years, I think maybe a little longer. Here’s the market manipulation.If only ABBV is successful and obtains a BLA approval for Armour thyroid, that company would effectively have a monopoly on the DDT market. And in pharmaceutical markets, monopolies historically lead to price increases.We’ve seen this pattern over and over again when turning pharmaceuticals acquired Daraprim and raised their price from $13.50 to $750 per tablet overnight. When Myelin raised EpiPen increased prices by 400 % when insulin manufacturers colluded to raise prices in lockstep. This is the playbook.use regulatory barriers to eliminate your competition and then exploit pricing power. For a drug that’s been on the market since the 1800s, guess corporate greed is everywhere. They’re not making enough money on this product already and they’re taking advantage of the rules that they can manipulate their competition by. And here’s what really makes me furious. The American Thyroid Association, the professional organization Deb (22:06.672)representing endocrinologists sent letters to the FDA commissioner on October 8th of 2025 and September 18th of 2025.advocating for continued patient access to DTEs. This is cited in the American Thyroid Association statement and letter to the FDA commissioner dated October 8th, 2025 and September 18th, 2025. The American Association of Clinical Endocrinologists issued a statement on September 9th of 2025 supporting equitable access and personalized medicine for DTE. This was also cited in the American AssociationAssociation of Clinical Endocrinologists, AACE, statement dated September 9th, 2025. Even the medical establishment, which has historically favored levothyroxine, is saying, wait, this is going too far. Patients need access to this medication. But the FDA is moving forward anyway. Why? Well, where does it always lead us? Follow the money trail.Okay, so I need to explain what a biologics license application actually is because this is where the rubber meets the road for what’s going to happen to pricing and availability. What is a BLA?A BLA is a biologics license application. It’s a formal request submitted to the FDA to market a biologic product in the United States. A biologic is defined under the Public Health Service Act section 351 as a product derived from or made using living material, in this case, animal thyroid glands. And this is cited in the FDA definition for biologic products. So they’re putting armor thyroid right Deb (23:57.377)right up with stem cells and exosomes. Think about that. Stem cells and exosomes cost thousands of dollars per application because of how they have to be harvested, stored, freezed, all of that. But we’re talking about a thyroid gland. Good Lord, people.Unlike regular drug applications for synthetic medications which follow a simpler pathway, the BLA process is designed for complex biological products like monoclonal antibodies, vaccines, and gene therapy products. It’s a much more expensive, much more time-consuming process. The BLA processis what manufacturers have to do. And we’re going to talk about that. So according to Reprocell and Forge Biologics analysis of the FDA’s BLA process, here’s what companies need to submit. First, they need to complete a clinical trial data, phase one, two, and three trials, proving safety and efficacy for desiccated thyroid. Haven’t we done that since it’s been on the market since the 1800s? Just saying.This means they have to conduct large randomized controlled trials comparing it to levothyroxine, measuring safety outcomes, efficacy outcomes, and quality of life metrics. Second,Chemistry, Manufacturing and Controls, CMC’s data. Detailed information about how the product is manufactured, quality control measures, stability testing and specifications that must be met for every batch. Third, preclinical and animal safety data. Fourth, labeling and product information. Now, I think we have labeling and product information. Deb (25:53.717)since the 1800s? But just saying. Fifth, they need Pharma Covigilance Plan, a detailed plan for monitoring safety after the product is on the market. Haven’t they had to do that since the 1800s? And they have to have a timeline. And this is the critical part. The FDA’s standard review time for a BLA is 10 months.That’s after the application is deemed complete and accepted for filing. So this is cited by the FDA standard review timeline, BLA submission, and FDA review.Now, before you even get to filing, you need to conduct the clinical trials and compile all the data that’s typically several years of work. How are you going to prove safety and effectiveness in a large clinical trial long term? What do they consider? What do they deem long term? Three months, six months, a year, two years. These companies had 10 months.Well, maybe 12. They did it a year in advance. But unless you knew this was coming, how are you going to put together a trial, enroll the people, have all the trial components set up and ready to go in less than 12 months unless you knew it was coming beforehand? Even ifhad started all their clinical trials in 2024, completing them, compiling the data, and getting a complete application ready for submission, this would likely take you through mid-2026, then add another 10 months for FDA review. We’re looking at 2027 at the earliest for most of these companies to receive a BLA application. Deb (27:54.319)But the FDA gave the manufacturers until August of 2026. That’s approximately 19 months from when the August 2025 letters were sent. Most companies cannot reasonably complete the BLA approval in that timeframe. And when I’m talking about the 19 months, I’m talking about the information they would have had earlier. Now the cost.This gets me even more frustrated. Why are we spending this kind of money? The BLL process is extraordinarily expensive. The current FDA user fee for a BLA submission is approximately $483,560 just for the filing fee. And this is cited at the FDA user fees prescription drug user fee rates for 2025.The full cost of conducting clinical trials, CMC studies, and all the supporting documentation typically ranges from $500 million to over $1 billion, depending on the scope of the trials and the complexity. And this is cited in JAMA’s network, Open2023. A cell of pharmaceuticals has been pursuing the BLA approval since 2017. That’s eight years. And it’s just now.moving into phase three trials with a planned enrollment of approximately 300 patients. This is cited by the Acela Pharmacies CEO statement of 2025. Now that’s unusual. That’s typical for this process. This is not unusual. This is typical for this process to take seven, 10 years to get approval for this. So if Abby’s the one that requested this,Abby V. And Acela started this in 2017. Was Abby V threatened by Acela that Acela might get this approval and it would be quietly done without anybody seeing it? And maybe Abby V would be left out of the market after a century? Who knows? It’s possible. Deb (30:13.112)But for smaller manufacturers without billions in revenue, this cost is completely prohibitive. And this is why this matters. When you push an old established medication through an extraordinary, expensive approval process with a compromised timeline, one of three things happen. First, only the largest companies can afford it, creating a monopoly. And when that happens, the company that holds the only approved product can set pricing withminimal competitive pressures. Two, smaller manufacturers can’t afford it and their products disappear and the market shrinks and access decreases. Three, we see a combination of both and who pays the price? Literally, patients do. Now here’s whereThere’s something I want you to really think about because this is where the regulatory argument falls apart when you look at it carefully. The FDA’s concern about DTE is that, and I’m quoting their official statement, tablets from the same manufacturing batches may not always provide the same thyroid hormone levels. This is from their FDA statement.And that’s a legitimate quality concern, right? It is. Thyroid medications have a narrow therapeutic window like any other hormone, meaning the difference between an effective dose and the dose that causes problems can be quite small. But here’s what the FDA doesn’t emphasize. Generic drugs have the exact same dosing inconsistency issue, and it’s considered acceptable and has been since we allowed generics on the market.So how does a generic drug dose work anyway? Well, for generic drugs to be approved as bioequivalent to a brand name medication, the FDA requires that the generic drugs bioavailability fall within 80 to 125 % of the brand name product. Isn’t that a dose inconsistency? Deb (32:22.894)from the brand name medication? 800 or sorry, 80 to 125%. According to the pharmacy times analysis of the FDA’s bioequivalent standards, the 80 to 125 % bioequivalence rule means that a generic drug can have 20 to 45 % variability compared to the original brand product.Now, most generics are much closer than that. The FDA study data shows that the mean difference for an AUC value between generic and reference products is about three and a half percent in the two year post-Waxman hatch period, and 80 % of the generics fall within a five percent range. But the FDA’s regulations allow for that much higher variability. And this is cited in an FDA study data mean difference for AUC.Now, let me put this in plain language. A patient could take a generic levothyroxine tablet where one batch provides, say, 75 micrograms of an active thyroid hormone. And the next batch from a different manufacturer, a different generic manufacturer, could provide up to 93.75 micrograms, 125 % of that 75. That’s an 18 microgram difference.in the same prescribed dose. Now, this is considered acceptable and patients tolerate it and this system works.Yet the FDA’s argument against DTE is that batch-to-batch inconsistency is unacceptable and requires this expensive biologic approval? That’s a double standard. So why is batch inconsistency acceptable for generic levothyroxine, but supposedly unacceptable for desiccated thyroid? I’ll give you the regulatory answer. Deb (34:29.366)because DDT is a biological product derived from an animal tissue and the FDA considers biological products to require more rigorous control. That’s the regulatory answer, but I’ll give you the real answer.because there’s no billion dollar pharmaceutical company with a patent pending on generic levothyroxine who petitioned the FDA to regulate their competitors more strictly. The inconsistency argument is legitimate, but it’s selectively applied. And that matters when you’re trying to understand whether this is really about patient safety or whether it’s about market control.Now I want to talk about something that hasn’t gotten nearly enough attention in this discussion and it’s something that makes me absolutely furious. What is Armour Thyroid? According to the official prescribing information published by AbbeV and available through rxabbev.com and the FDA’s daily med database, Armour Thyroid contains the following inactive ingredients. Calcium steroid,dextrose derived from corn, mycocrystalline cellulose,sodium starch glycolate and a opadri white coating. Now let’s talk about dextrose. Dextrose is a sugar derived from corn and while manufacturers claim that the corn derived dextrose in armor thyroid is gluten free, here’s the problem. Cross contamination during corn processing can introduce gluten proteins especially if the corn is processed in facilities that also handle Deb (36:18.808)wheat, barley, or rye. Corn sensitivity is extremely common in patients with celiac disease and non-celiac gluten sensitivity, and studies show that up to 50 % of the celiac patients react to corn proteins due to molecular mimicry, and the corn proteins look similar enough to gluten that the immune system attacks them. And this is cited by RestartMD.com.And here’s what’s documented in peer-reviewed medical literature in a 2023 case report published in Case Reports in Endocrinology. These researchers documented five patients with gluten intolerance or celiac who were taking natural desiccated thyroid. Three of those patients also reported lactose intolerance. Now these patients had to switch from DTE to liquid levothyroxine formulations to avoid the inactiveSo here’s my question. If AbbeV becomes the only manufacturer with an approved DTE product and their formulations contain corn-derived dextrose that triggers reactions in celiac patients, what are those patients supposed to do? They can’t take armor because of the corn. They can’t take compounded DTE because the FDA is banning compounding of these biologics. They can’t take NPKsor WP thyroid because those companies may not survive the BLA process. So they’re left with a synthetic version of levothyroxine which may not work for them.Now the NP thyroid and WP thyroid difference. Now here’s what’s interesting according to drugs.com comparison of inactive ingredients and P thyroid and P thyroid has calcium steroid dextrose also derived from corn, mineral oil, multi-crystalline cellulose. Deb (38:19.31)cross carmelicin sodium and a opadri to white. So NP thyroid also has corn-derived dextrose. WP thyroid on the other hand was specifically formulated to be hypoallergenic according to ROC labs, but it’s no longer available and its ingredients were inulin from chicory root and medium chain triglycerides. No corn, no gluten, no common allergies. So todayWe do not have a glandular thyroid, a DTE, that is not potentially contaminated with gluten. Yet, patients with autoimmune thyroid disease are supposed to avoid gluten.Now, some of these people can handle a DTE and many cannot, so that argument could be a mute point. But at the end of the day, the one product that we had that was designated for patients with multiple chemical sensitivities, celiac disease and coron allergies, has been off the market for a long time already.We have a monopoly problem. So if ABBV becomes the only approved manufacturer, patients with these celiac diseases and corn allergies will either be forced to take a medicine that makes them sick and triggers their immune reaction or switch to a synthetic that doesn’t adequately treat their hypothyroidism or choose to go without treatment. This is not hypothetical. This is real patients with real medical needs who are about to lose accessto the only formulation that works for their body. And the FDA’s response is silence. Deb (40:07.69)Now I want to highlight something that hasn’t gotten nearly enough attention in this discussion. Compounding pharmacies. What is a compounding pharmacy? Compounded medications are custom made by licensed pharmacists to meet a patient’s specific needs. Maybe you need a different strength that was commercially available, but you have an allergy to a filler or a dye in the commercial product. Maybe you need a liquid formulation or instead of a tablet or you need a capsule. That’s when compoundingin. And the FDA’s, this is the FDA’s definition of compounding. And for decades, compounding pharmacies have been making desiccated thyroid extract for patients who needed customization. Some patients couldn’t take the commercial products because of the dyes and the fillers, and some needed strengths that were not available. And these compounding pharmacies filled the gap.But reclassification changes everything. When the FDA reclassified DTE as a biologic in 2022 and reinforced that decision in August of 2025, explicitly stated, and I’m quoting directly from the FDA’s official statement, these unapproved animal-derived thyroid medications are not eligible for compounding because these products are regulated as biologic products under the Public Health Service Act.How can that be? These products have been approved since 1938 and the Biologics Act didn’t go into effect or doesn’t go into effect until August of 2026.So how in 2022 were they able to say that the compounding pharmacies could not make these products? Anyway, what this means is after August 2026, compounding pharmacies will no longer be permitted to compound a desiccated thyroid extract, even for patients with specific medical needs. Now, compounding pharmacies can still compound T4 and T3 separately, synthetic versions of levothyroxine and liothyronine, according to Deb (42:12.728)healing dose compounding pharmacy. These pharmacists can create custom ratios of these two synthetic hormones to approximate what a patient was receiving from a DTE. But that’s not the same thing. Some patients respond better to the whole DTE preparation than to a compounded synthetic combination. And for patients with specific allergies to standard fillers like your celiac patients that I just talked about, losing the ability to get a compounded DTE alternative isreal hardship. This is going to be a ripple effect. For a subset of patients, maybe 5 to 10 percent of those on DTE compounding was their lifeline and it was their way to get a medication formulation that worked for their unique body. When compounding goes away, these patients lose that option as well and for some it will be a significant problem. Now let’s talk about what this likely means for your wallet.The current pricing right now, according to SingleCare and GoodRx, Armour Thyroid costs approximately $150 to $157 for a 90-day supply of 60-milligram tablets, about $1.67 per tablet. With discount cards, some patients can get it down to $101 to $152 for a 90-day supply.Generic levon thyroxine costs about $70 for a 90 day supply, less than half that price. And p-thyroid costs approximately $133 for a 90 day supply of 60 milligrams with a discount card about $83 to $101.What happens after we get BLA approval? Well, here’s the pharmaceuticals pricing model. When a company spends 500 million to $1 billion to bring a product to market, including conducting massive clinical trials, the cost tens of millions of dollars they recoup in that investment through pricing power. And this is cited in the pharmaceutical pricing models. If ABBIEV is the only company with an approved BLA of DTE, Deb (44:18.248)They have pricing power. They don’t have competitors. They can set their price, whatever they want. And historically, when drugs transition from grandfather status, which is basically unregulated to formal formally approved status, prices often increase significantly, not always, but often. And typically they have to get re-approval for insurance. SoTouring Pharmaceuticals acquired DARPM and raised the price again from $1,350 to $750 overnight, a 5,000 % increase. This is the playbook.Let’s talk about insurance coverage. This is the other consideration. Insurance companies sometimes have different coverage policies for approved versions versus unapproved drugs. And right now, many insurance plans cover armor thyroid or NP thyroid, even though they’re technically unapproved because they’ve been on the market for decades and patients are on them. Once a drug becomes formally approved, insurance companies may have new contractual relationships, prior authorization requirements, or preferred drugs.list that could affect your coverage. If 1.5 million people have to get a prior auth for their insurance to cover this new medication, this is going to drive the doctor’s offices crazy. We do not have the staff to man this. We do not have the manpower. We do not have the time. This is going to interrupt people’s ability to get their medications. This is going to create chaos within the system. And some patients might see better coverage, but manymost likely are going to see worse coverage and some might find themselves in a situation where they need to try to get the drug approved first or get an approval for something else like levothyroxine and they’re going to have to document that it didn’t work and the documentation that they had from 20 years ago is probably not going to be enough because it’s not documented anywhere. It’s lost in the system after 10 years. So for patients the practical takeaway is expect Deb (46:25.774)a price increase. I would say possible, but I don’t think that’s true. think you’re going to see a price increase if they get approved. Expect possible insurance complexities, budget accordingly, talk to your insurance company now about what your coverage is going to look like in 2027 if they even know. And if you want my honest assessment of what is likely to happen,I’ll give you a scenario, 30 % likelihood. The FDA enforces the August 26 deadline and DTE products not approved by then are pulled from the market. Patients will have 30 to 90 days to transition to other medications. Some patients suffer significant symptom relapse. Compounding for DTE becomes illegal and this disruptiveness of the system creates a real hardship. Scenario two.which is 50 % likely. This is actually what the FDA commissioner, Marty McCreary suggested on August 13th of 2025 when he posted on social media. The FDA is committed to pursuing the first ever approval of desiccated thyroid access pending results of the ongoing clinical trials. In the meantime, we’ll ensure access for all Americans. Hopefully that continues. What this likely means is the FDA uses enforcement discretion to allow continuedsales while approvals are being pursued and the deadline gets extended. Maybe patients get access for another two to three years while companies work on a BLA approval. This would be the least disruptive scenario, but it’s also legally uncertain because the enforcement letters have been formally rescinded. And scenario three, which is 20 % likelihood, one or two companies get BLA approval. Those products stay on the market at higher product prices and companies, products, other companiescompanies, products are pulled, the market shrinks, availability is limited, prices are higher, but patients can still get something. This is likely if a seller successfully completes phase three trials for NP-thyroid. And my assessment is based on the regulatory language and the enforcement letters that have not been rescinded yet, that the pattern of FDA enforcement, I believe scenario two enforcement discretion with an extended time frame is most likely what we’re going to see. Deb (48:49.488)doesn’t mean patients should sit back and do nothing. It means you should be prepared for change while advocating for access. If you want to keep Arm or Thigh Right on the market, 1.5 million people need to start talking about this publicly and flooding our Congress people, Bobby Kennedy, the FDA, with what you want to see happen. We have the ability to shape this and to change this with our voice. But if we sit back on our laurels and we do absolutelynothing. What is going to happen is what the FDA wants to have happen and ABV wants to have happen because they’re going to simply think people don’t give a shit. And if the American people are going to be lazy and not want to step forward and actually start using their voice for some good and instead of just going to social media and bitching and hoping something is going to happen, well, then we’re going to get what we deserve. But if you start taking someaction and you start advocating for the things that you want. Contacting your representatives, contacting your U.S. tell them the FDA has done this. Many of them may not know this, may not be on their radar. Tell them what you want. Start going after this. Start writing to the FDA Commissioner’s Office. They have a website. They have a Commissioner’s Office at fda.hhs.gov. Be responsible.respectful, but be firm. Explain your scenario. How long you’ve been on DTE. Why levothyroxine doesn’t work. What symptoms you experience when not adequately treated. How this decision will affect your quality of life and your pocketbook. Let’s do something proactive. So let’s consider this. Moving forward, work with your provider who understands the regulatory landscape around DTE. You can discuss the evidence for and against combination therapy.You can monitor for thyroid function with free T3 and free T4 testing, not just TSH. If you’re willing to try individualized approaches, you can do that. If you need help finding a functional medicine provider who understands this issue, come to serenityhealthcarecenter.com or explorethevanari.com. It’s a self-directed functional medicine support group. And right now what is happening is going to shape how history Deb (51:19.024)is made with not just armor thyroid, but many drugs to come. And it is important for you to take action. So I want to thank you for joining me today on Let’s Talk Wellness Now. This episode is about far more than thyroid medication. It’s about your right to personalized medical treatment. It’s about your regulatory capture and corporate influence. And it’s about what happens when billion dollar companies shape healthcare policy in ways that reduce patient choice and increase their profits.this episode resonates with you or you know somebody who’s going to be affected by desiccated thyroid, please share it. Post it on social media, send it to your doctor, email it to your representatives, tag AbbeVee, tag FDA. Make noise because the only way we stop this is if we make it too politically costly for them to continue. Your voice truly matters. Your health truly matters and you deserve access to treatments that work best for your unique body.If you’re ready to explore comprehensive personalized health care that puts you in control, visit us at SerenityHealthCareCenter.com. Learn more about functional medicine approaches to thyroid and beyond and explore my new platform, Venari.com, which is a self-directed functional medicine tool. Thank you for joining me today. Until next time, I’m Dr. Deb reminding you, your health is your responsibility, your choice, and your right. Be well, stay informed, fight back.and I’ll see you in the next episode. And if you’re looking for a full citation list of this episode, you can head over to letstalkwellnessnow.com and I will post all the citations for you so you have them in your arsenal as well. Thank you again.The post Episode 259 – The Desiccated Thyroid Crisis: FDA's Unseen Impact & Corporate Manipulation first appeared on Let's Talk Wellness Now.

The Options Insider Radio Network
The Hot Options Report: 03-30-26

The Options Insider Radio Network

Play Episode Listen Later Mar 30, 2026 11:48


Market volatility is back as the tech sector faces a "spicy" start to the week. In today's episode, Mark Longo breaks down the massive SPX 6465/6485 0-DTE call spread that dominated the tape with over 4,300 contracts. We also dive into a brutal day for the chip sector, led by a nearly 10% sell-off in Micron (MU) and significant pullbacks in Intel (INTC) and AMD. With a shortened holiday week ahead (no trading this Friday!), we analyze where the "smart money" is positioning in SoFi, Nvidia, and Tesla. Is the retail crowd catching the falling knife in tech, or is paper selling the bounce? Highlights include: SPX: A deep dive into the top 0-DTE spread scan. MU: The aggressive turnaround after its record-breaking rally to 500. INTC: Analyzing the unusual activity in April 70 calls. NVDA & TSLA: Breaking down the massive volume at the 165 and 360 put strikes. Visit TheHotOptionsReport.com to run your own scans and stay ahead of the tape.

Excess Returns
Big Decline. Options Support Gone | Brent Kochuba on the Fragile Market Setup

Excess Returns

Play Episode Listen Later Mar 21, 2026 70:26


Subscribe to the OPEX Effect on Spotify⁠⁠Subscribe to the OPEX Effect on Apple PodcastsThis episode breaks down the growing tension beneath the surface of today's markets, where volatility signals, options positioning, and macro risks like war and inflation are increasingly misaligned. Brent Kochuba and Jack Forehand explain why markets appear calm despite heavy hedging, and what that disconnect could mean for a potential volatility spike and downside move ahead.Brent Kochuba on Twitterhttps://twitter.com/SpotGammaSpotGamma Websitehttps://spotgamma.comTopics covered in this episode• Why volatility looks elevated beneath the surface even as markets remain relatively calm• The growing gap between implied volatility VIX and realized volatility and what it signals• How options expiration OPEX can create turning points in both price and volatility• Why current positioning is unusually put-heavy and what that means for downside risk• The role of market makers and hedging flows in driving market moves• How geopolitical risks like the Iran conflict are changing options behavior and hedging demand• Why correlation is spiking and what it says about investors moving from stock picking to asset allocation• The breakdown of traditional diversification including the 60/40 portfolio• How credit markets and liquidity risks could amplify equity volatility• The impact of zero DTE options and why traders are shifting to longer-duration hedges• The significance of the JP Morgan collar trade and key levels to watch into month-end• Why volatility spikes often follow periods of suppressed market movement• The potential for a sharp upside rally if geopolitical risks suddenly resolve• How options positioning can help both traders and long-term investors with timing decisionsTimestamps00:00 Volatility premium vs low market movement disconnect01:00 Why markets feel calm despite rising risks05:20 Explosion in options volume and impact of Monday Wednesday Friday expirations07:00 How market maker hedging flows drive price movements08:40 Dynamic hedging and why options impact evolves over time09:20 Why OPEX can trigger market turning points10:30 VIX expiration effects and short-term volatility suppression13:00 Negative gamma and how it amplifies market volatility14:10 Why hedging demand remains high despite OPEX clearing16:00 Jump risk scenario and potential VIX spike to 4017:10 Shift from zero DTE trading to longer-term hedging18:00 Put-heavy positioning across equities and indices20:40 Size and significance of the current OPEX event22:20 VIX spike dynamics around expiration23:40 JP Morgan collar trade and key SPX levels25:00 Why OPEX often marks short-term market lows or highs28:30 Review of prior OPEX signals and market setup30:00 Rising correlation and shift to asset allocation mindset32:00 Dispersion breakdown and implications for equities34:00 Software sector volatility and AI disruption narrative36:30 Using options signals for better timing decisions39:00 Correlation spike and risk-off behavior across markets41:30 Why investors are avoiding calls and piling into puts44:30 Cross-asset correlation breakdown and bond hedge failure48:00 Credit market risks and spillover into equities49:00 Extreme VIX vs realized volatility spread50:50 Why realized volatility remains unusually low52:30 Oil, inflation, and macro feedback loops

The Minds of Madness - True Crime Stories
Episode 309 - OCEAN'S TWO - A Heist Gone Terribly Wrong

The Minds of Madness - True Crime Stories

Play Episode Listen Later Mar 15, 2026 52:03


In October 2024, two men in Detroit believed they had found the perfect target. A longtime jeweler and pawnbroker whose success made him seem like easy money.They came prepared with disguises, a stolen truck, and a plan designed to look official. But when they arrived at the home of 72 year old Hussein “Sam” Murray in Rochester Hills, that plan began to collapse.A story about assumption, desperation, and how the promise of one last score can end in something far darker.How to support:For extra perks including exclusive content, early release, and ad-free episodes -Go to - PatreonHow to connect:WebsiteInstagramFacebookTwitterTheme and Closing Track:Original compositions created for The Minds of MadnessPlease check out our sponsors and help support the podcast:Shopify - Sign up for a one-dollar-per-month trial period at shopify.com/madnessQuince - Upgrade your wardrobe with pieces made to last with Quince. Go to Quince.com/madness for free shipping on your order and 365-day returns.Marley Spoon - This new year, fast-track your way to eating well with Marley Spoon. Head to MarleySpoon.com/offer/MADNESS for up to 25 FREE meals!HERS - Feel like your best self again, Visit forhers.com/MADNESS to get a personalized, affordable plan that gets you.NOCD - If you're struggling with OCD or unrelenting intrusive thoughts, NOCD can help. Book a free 15 minute call to get started: https://learn.nocd.com/MADNESSGranola - If meetings are eating up your day, Granola is a no-brainer. You can try it totally free for three months - just head to granola.ai/MADNESSNutrafol - Start your hair growth journey with Nutrafol. For a limited time, Nutrafol is offering our listeners ten dollars off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code MADNESSResearch & Writing:Ryan DeiningerSources:DTE imposter murder trial: Opening Statements STREAMING LIVEDTE imposter murder trial STREAMING LIVELIVE I DTE imposter murder trial after Rochester Hills man killedLIVE I DTE impostor murder trial stretches into fourth day of testimonyFake DTE workers: Interview with victim's family after guilty verdictsVERDICT: DTE imposters guilty of murder by juriesCourt TV Trial RecapDay 2 of testimonies in trial for men accused of posing as DTE workersTrial Begins for Men Accused of Impersonating Utility WorkersWife of Rochester Hills murder victim testifies at trial against fake DTE workersMorning 4: Men disguised as DTE workers convicted of murderFake badges, real consequences:2nd arrest made in deadly Michigan home invasionJuries find 2 men guilty in murder of Hamtramck jeweler after posing as fake DTE workers2 accused of killing jeweler after posing as DTE workers at Rochester Hills home bound overMan killed in Rochester Hills had 'heart of gold,' family saysVictim identified in Rochester Hills man's murder by fake DTE workersGold and Glitter InstagramReturned from Deep South to face murder charge, second alleged DTE imposter is denied bondTrial begins for 2 accused of posing as DTE workers, killing Hamtramck jeweler in homeMan killed, wife bound by men posing as utility workers, Oakland County sheriff saysElderly Michigan homeowner killed by murder suspects disguised as utility workersChilling video shows 'utility worker' at Michigan couple's door just hours beforeSlain Hamtramck business owner was 'a man with a gold heartFamily remembers Michigan man killed by suspects posing as utility workersDay 1 of testimonies in trial for men accused of posing as DTE workersFamily, life-long customers of man killed by fake DTE workers speak outUpdate: Second Individual Charged with Felony MurderREVISED Michigan Homicide Suspect Captured in Caddo ParishSecond man charged with killing Rochester Hills man in home denied bondText Messages

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
The US Iran Conflict Will Make (Smart) Investors Rich l Here's How #SPY #USO #GLD #SLV #NVDA #MU #DTE #ORCL #MRVL #PLTR #MSFT #TSLA

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Mar 6, 2026 14:44


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingThe US-Iran conflict is creating major volatility across the stock market, commodities, and AI-driven growth stocks, and for smart investors, that kind of chaos can create massive opportunity. In this video, we break down how the latest geopolitical tension could impact SPY, oil, gold, silver, semiconductors, defense-adjacent technology, and some of the market's biggest momentum names.We cover why rising fear in the market can shift money into oil, precious metals, and select sectors while also creating discounts in high-quality growth stocks. This includes a look at SPY, USO, GLD, SLV, NVDA, MU, DTE, ORCL, MRVL, PLTR, MSFT, and TSLA. If you want to understand how smart money may position during a geopolitical shock, inflation scare, commodity spike, or broad market pullback, this breakdown is built for you.This video explains how investors can think through market rotation, risk management, sector leadership, and asymmetric upside when headlines get noisy. Instead of reacting emotionally to war headlines, the goal is to identify where capital could flow next, which assets may benefit, and which stocks could become even more attractive if volatility increases.Topics covered in this video:US-Iran conflict stock market impactHow oil prices affect SPY and growth stocksWhy gold and silver may react during geopolitical fearSafe haven trades vs. risk-on opportunitiesAI stocks to watch during market volatilitySemiconductor stocks and macro pressurePalantir, Oracle, Microsoft, Nvidia, Marvell, Micron, and Tesla analysisHow smart investors use fear to find opportunityTrading and investing strategy during geopolitical uncertaintyMarket outlook for commodities, tech, and indexesWhether you are a trader looking for the next setup or a long-term investor trying to make sense of the macro picture, this video will help you cut through the noise and focus on what actually matters. The market rewards preparation, not panic.Subscribe for more stock market analysis, trading psychology, investing strategy, macro breakdowns, and high-conviction stock ideas built for serious investors.TNO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

The Derivative
SuperCars, Salad, and Sumo Wrestlers: Inside OneRiver's Systematic Risk Mitigation Playbook with Patrick Kazley

The Derivative

Play Episode Listen Later Mar 5, 2026 88:37


In this episode of The Derivative, Jeff Malec is joined by Patrick Kazley of OneRiver explore how long volatility, convexity, trend following, and systematic macro can be combined in a capital‑efficient way to improve equity compounding and protect portfolios from major drawdowns. They discuss crisis “shapes,” why time-based rebalancing often beats intuitive drawdown triggers, how changing volatility microstructure (zero‑DTE, single-name vol, dispersion) creates new opportunities, and why behavioral biases keep most investors under-allocated to positively skewed defensive strategies. Patrick ties it all together with vivid metaphors — from F1 cars and soup vs. salad to sumo wrestlers and the beer boot — and explains how One River's acquisition of a European alternatives/QIS team fits into their total-portfolio approach..… SEND IT!Chapters:00:00-02:21 = Intro02:22-12:33= From AQR to One River – Patrick's Background and the Case for Systematic Risk Mitigation12:34-28:07 = Engines and Brakes – Equity Beta, Skew, and the Power of Convexity28:08-43:55= Crisis Types, Trend Following, and Building a Total Portfolio Defense43:56-1:03:04= Visualizing Risk – Crisis Shapes, Rebalancing, and the Math of Convexity1:03:05-1:16:36= Metaphors, Markets, and M&A – From F1 Cars to Das Boot and One River's Next Phase1:16:37-1:28:37= Soup vs. Salad – Total Portfolio Thinking and the Future of One RiverFrom the Episode:Blog post: A Short History of Market-Moving Middle East ConflictsOneRiver's WhitepapersFollow along with Patrick and OneRiver on LinkedIn and make sure to check out OneRiver's website www.oneriveram.comDon't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

IBKR Podcasts
The Fine Print of Zero DTE Trading

IBKR Podcasts

Play Episode Listen Later Mar 5, 2026 24:08


As zero DTE options expand from indices to individual equities, understanding the mechanics behind expiration becomes crucial for traders. Options expert Matt Cashman breaks down the key structural differences between American and European style options and why the contra exercise window can make or break your zero DTE strategy.

The Craig Fahle show on Deadline Detroit
'The Week That Was:' M.L. Elrick Defends Ericka Erickson in the Sheriff Ray Washington's Controversy

The Craig Fahle show on Deadline Detroit

Play Episode Listen Later Feb 22, 2026 71:57


"The Week That Was'" podcast host Nancy Derringer talks with guests, Detroit Free Press investigative columnist M.L. Elrick, content creator Myron Watkins, attorney Joel Sklar, labor and community activist Barb Ingalls, and Deadline Detroit co-founder Allan Lengel.The group talks about a number of issues, including the controversy involving Wayne County Sheriff Raphael "Ray" Washington and allegations in a federal sexual harassment lawsuit against him filed by former sheriff's office official Regina Parks. Washington has insisted all the allegations are unfounded.They also talk about the latest report by WXYZ's Ross Jones that includes allegations that Washington sexually harassed WDIV's Ericka Erickson, who worked as the sheriff's communications director in 2021–2022. Erickson raised concerns with sheriff officials but never filed a formal complaint or lawsuit.Jones' report includes secret recordings Erickson made on the job, including one with the former sheriff's chief of staff, Michael Turner, who told Erickson Washington was a "womanizer" who made him uncomfortable with his bahavior with certain woman on the job.M.L. Elrick said he's worked with Erickson and considers her a good friend and said she has always been nothing but professional and wouldn't have done anything to trigger any potentially inappropriate behavior by Washington. (Starts at 41:37 mark) "She's a beautiful woman I think that's an objective fact," Elrick said. "And she's also one of the people who's made me happy that I'm not a beautiful person because there are people who can make your life miserable if they're attracted to you."I've never known her to be flirtatious.I've never known her to be promiscuous. I've never known her to be provocative and I've never known her to use whatever skin-deep appeal she may have to advance her career or to get ahead on a story. She's the consummate professional she's really hard working."If somebody were to sit down and say to me, the reason this happened is because of some conduct on the part of Erica Erickson, I can just tell you, in knowing her as a colleague again as a friend for over a decade that would blow my mind."The group also talks about DTE's $100 million fine for polluting Zug Island, the Supreme Court's ruling against President Trump's tariffs, and Trump's interference with the Gordie Howe International Bridge and Matthew Moroun's involvement.

Down to Earth With Kristian Harloff (UAP NEWS)
WOW! Trump says he will release files on ALIEN LIFE and UFOS! Is this disclosure?!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 20, 2026 21:45


MAJOR news. After President Obama made the claims that aliens are indeed real, President Trump was asked about his comments. He claims Obaama gave up classified information. Is that confirmation of alien life? Hours later, the White House tweeted that President Trump intends to relase files on UFOS and alien life. Is this a turning point in disclosure OR is it meant for a distraction or BOTH? Kristian Harloff gives his thoughts. #ufo #uap #ufonews #uapnews #alien #aliens  ULTRA: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at http://www.TakeUltra.com  15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you. MARSMEN: For a limited time, our listeners get 50% off for life plus Free Shipping AND 3 Free Gifts at http://www.MenGoToMars.com. It's a perfect way to kick off the New Year strong. That's MenGoToMars.com for 50% Off AND 3 Free Gifts when you checkout.  After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
IMPORTANT WARNING FOR ALL INVESTORS #OPEN #DTE #BTC #MSTR #MSFT #AMZN #NVDA #SLV #GLD #SOFI #HOOD

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Feb 20, 2026 10:08


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharing⚠️ IMPORTANT WARNING FOR ALL INVESTORS ⚠️If you own #OPEN #DTE #DOW #BTC #MSTR #MSFT #AMZN #NVDA #SLV #GLD #SOFI #HOOD, you need to watch this immediately.The stock market is entering a critical phase, and smart investors are paying attention to the warning signs flashing across tech, commodities, crypto, and financial stocks. From mega-cap AI leaders like Microsoft and Nvidia to high-volatility plays like MicroStrategy and Bitcoin, the risk-reward profile is shifting fast.In this video, we break down:• What's happening beneath the surface of the S&P 500 and Nasdaq• Why money is rotating between tech, metals, and crypto• The real risk facing AI-driven stocks like MSFT, AMZN, and NVDA• Whether silver (SLV) and gold (GLD) are signaling defensive positioning• The volatility setup in MSTR and Bitcoin (BTC)• What's next for growth names like SOFI, HOOD, and OPEN• Why traditional players like DTE and DOW could matter more than you thinkThis is not just another market recap. This is about capital preservation, opportunity timing, and understanding where institutional money may be positioning next.Markets don't ring a bell at the top.They rotate. They trap. They squeeze.If you're investing in tech stocks, crypto, precious metals, financials, or cyclical industrial names, you need a clear framework — not hope.Whether you're a long-term investor, swing trader, or options trader, this analysis will help you:✔️ Identify hidden risk✔️ Spot sector rotation early✔️ Avoid emotional decisions✔️ Protect profits✔️ Position for asymmetric upsideThe market rewards preparation — not prediction.Subscribe for disciplined market breakdowns, institutional-level insights, and strategic analysis designed for serious investors.NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Down to Earth With Kristian Harloff (UAP NEWS)
Lara Trump doubles down and says President Trump has an alien speech coming soon.

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 19, 2026 12:24


Is the President Trump Disclosure speech coming? Lara Trump mentioned in her podcast a few weeks a go that she believes it is. She doubled down when asked about it again. Will it happen or much ado about nothing? Kristian Harloff gives his thoughts. #news #uap #ufo #ufonews #uapnews #alien #aliens  ULTRA: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at http://www.TakeUltra.com  15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you. MARSMEN: For a limited time, our listeners get 50% off for life plus Free Shipping AND 3 Free Gifts at http://www.MenGoToMars.com. It's a perfect way to kick off the New Year strong. That's MenGoToMars.com for 50% Off AND 3 Free Gifts when you checkout.  After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Detroit Voice Brief
Detroit Free Press Voice Briefing Thursday Feb. 19, 2026

Detroit Voice Brief

Play Episode Listen Later Feb 19, 2026 3:10


GM's EV pickups, like the Chevy Silverado, remain but for how long? You left your driver's license at home. How much trouble are you in? Judge orders DTE to pay $100M penalty over Zug Island factory pollution

Down to Earth With Kristian Harloff (UAP NEWS)
Is the main stream media starting to take the UFO/Alien topic more serious than before?

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 18, 2026 10:50


On a recent news show in Chicago, questions were asked to members in government about Obamas recent statements and shifting towards disclosure conversation. Have things started to pivot with how news organizations are approaching the topic? Kristian Harloff gives his thoughts. #ufo #ufos #alien #aliens #news #government  ULTRA: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at http://www.TakeUltra.com  15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you. MARSMEN: For a limited time, our listeners get 50% off for life plus Free Shipping AND 3 Free Gifts at http://www.MenGoToMars.com. It's a perfect way to kick off the New Year strong. That's MenGoToMars.com for 50% Off AND 3 Free Gifts when you checkout.  After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
OBAMA SAYS ALIENS ARE REAL?! OR DID HE?

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 16, 2026 15:10


President Obama was on the Brian Tyler Cohen show and asked the former President if aliens are real. Obama said they are but that he hasn't seen them and they aren't at Area51. He confirmed they were real but unfortunately there was no follow up question to that statement. Obama has since clarified the comments and now it seems as if that was misinterpreted. What do oyu think? Kristian Harloff gives his thoughts. #alien #aliens #ufo #uap #ufos #uaps #government  ULTRA: Ultra is the ultimate guilt-free pouch — delivering instant focus and mental clarity, without nicotine or caffeine. New customers can use code DTE to get 15% off at http://www.TakeUltra.com  15% off with code DTE. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you. MARSMEN: For a limited time, our listeners get 50% off for life plus Free Shipping AND 3 Free Gifts at http://www.MenGoToMars.com. It's a perfect way to kick off the New Year strong. That's MenGoToMars.com for 50% Off AND 3 Free Gifts when you checkout.  After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Excess Returns
This Only Happens in Markets Down 30% | Brent Kochuba on the Rotation Indexes Hide

Excess Returns

Play Episode Listen Later Feb 15, 2026 67:20


Subscribe to the OPEX Effect on SpotifySubscribe to the OPEX Effect on Apple PodcastsIn this episode of The Opex Effect, Jack and Brent break down the growing impact of options markets on stocks, volatility, and sector rotation. While the major indexes appear calm, massive moves beneath the surface tell a very different story. From software stocks and AI disruption to gold, silver, bonds, and the Nasdaq, they analyze how dealer hedging flows, gamma positioning, implied volatility, and options expiration cycles may be shaping market behavior more than headlines suggest. If you want to understand why markets can feel wildly volatile yet go nowhere, and how options positioning can influence short term price action, this episode provides a deep dive into the mechanics driving today's market environment.Main Topics CoveredWhy the market feels like the wildest calm market of all timeMassive single stock volatility versus muted index performanceSoftware stock weakness, AI disruption, and the so called SaaS apocalypseThe surge in options volume and the rise of zero DTE in major stocksHow dealer hedging, delta, gamma, and volatility flows impact equitiesThe historical tendency for markets to flip direction after options expirationRealized volatility versus intraday volatility and what is being hiddenBeneath the surface rotation into value, small caps, energy, and defenseGold and silver volatility spikes and what options volume signaled at the topRising demand for puts and what skew is telling us about downside riskCorrelation spikes, VIX behavior, and the risk of a volatility expansionHow positioning can create rapid market spasms in single stocks like Nvidia and TeslaWhy this environment may represent a staging area for a larger moveTimestamps00:00 Violently going nowhere and hidden volatility01:01 The wildest calm market of all time04:00 Introduction to The Opex Effect and options driven flows05:29 The growth of options trading and zero DTE impact11:00 Dealer hedging, delta, and how options move stocks13:42 Why options expiration can trigger regime changes16:22 Intraday volatility versus close to close volatility20:18 Extreme rotation beneath the surface21:00 Measuring expiration size with the lobster claw rating25:00 Single stock positioning and March expiration risk27:35 Core one month correlation warning signals33:00 Rising put demand and what skew reveals36:45 Asset rotation in bonds, gold, bitcoin, and tech43:06 Correlation spikes and crash risk setup46:40 The quickening of volatility and single stock spasms

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
⚠️WATCH IF YOU OWN #AMZN #MSFT #NVDA #MU #HOOD #SLV #GLD #SOFI #SPY #DTE #MSTR

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Feb 13, 2026 15:48


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingIf you own AMZN, MSFT, NVDA, MU, HOOD, SLV, GLD, SOFI, SPY, DTE, or MSTR, this is not a video to skip.Markets are shifting fast. Mega-cap tech leadership is being tested. AI momentum is evolving. Commodities are quietly positioning. And speculative names are seeing serious volatility. In this breakdown, we dig into the technical structure, trend strength, momentum signals, and risk levels across some of the most widely held retail and institutional stocks right now.This isn't hype. It's tactical analysis.We cover:✅ Amazon stock analysis – trend strength, institutional accumulation, and key support levels✅ Microsoft stock outlook – AI exposure, relative strength vs SPY, and risk zones✅ Nvidia stock breakdown – momentum, exhaustion signals, and volatility structure✅ Micron stock forecast – semiconductor cycle rotation and memory demand themes✅ Robinhood stock – retail sentiment exposure and breakout risk✅ Silver (SLV) and Gold (GLD) – metals trend, inflation hedge narrative, and macro positioning✅ SoFi stock – growth vs profitability debate and technical inflection points✅ SPY S&P 500 ETF – overall market breadth and risk-on vs risk-off signals✅ DTE Energy – defensive positioning and dividend rotation✅ MicroStrategy (MSTR) – Bitcoin correlation, leverage dynamics, and volatility riskWhether you're a long-term investor, active trader, or options strategist, understanding where these stocks sit in their current trend cycle matters. Are we in continuation mode, topping formation, base-building, or early breakout territory? That's the real question.If you manage positions in large-cap tech, AI leaders, precious metals, fintech growth stocks, utilities, or broad market ETFs, this analysis helps you protect capital, identify opportunity, and avoid emotional decision-making.The market rewards preparation — not prediction.Subscribe for deeper stock market analysis, technical breakdowns, and actionable trading intelligence designed to help you save time, manage risk, and make smarter investing decisions.#AMZN #MSFT #NVDA #MU #HOOD #SLV #GLD #SOFI #SPY #DTE #MSTR #StockMarket #Investing #Trading #TechnicalAnalysis #AIStocks #Semiconductors #Gold #Silver #Bitcoin #S&P500NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Down to Earth With Kristian Harloff (UAP NEWS)
Is TRUMP really going to give a UFO DISCLOSURE SPEECH this July?! New claims double down.

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 12, 2026 23:13


Mark Christopher Lee , filmmaker, says that he has sources who say Trump is planning on having a disclosure speech on July for the anniversary of Roswell. Possible? Lara Trump seems to think so. Kristian Harloff discusses and special guest Meagan Medick joins via phone to give her point of view. CHEERS: Same night out — For a limited time our listeners are getting 20% off their entire order by using code DTE at http://www.CheersHealth.com.  Just head to CheersHealth.com and use code  DTE for 20% Off. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
Are there multiple UFO whistleblowers about to come forward in 2026?!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 10, 2026 10:53


The topic of UFOS has slowed down a bit this year. Eric Burlison and the UAP task force have been asking questions behind closed doors. Will new whistleblowers step forard. Ross Coulthart and Meagan Medick discussed that very thing. Ross has some info of his own. Kristian Harloff gives his thoughts. CHEERS: Same night out — For a limited time our listeners are getting 20% off their entire order by using code DTE at http://www.CheersHealth.com.  Just head to CheersHealth.com and use code  DTE for 20% Off. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
DISCLOSURE DAY TRAILER REACTION! How much does Spielberg really know?!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Feb 10, 2026 9:12


he new trailer for Spielberg's Disclsoure Day dropped. How  true will this be to future events if any? Kristian Harloff gives his thoughts. CHEERS: Same night out — For a limited time our listeners are getting 20% off their entire order by using code DTE at http://www.CheersHealth.com.  Just head to CheersHealth.com and use code  DTE for 20% Off. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

The Guy Gordon Show
Business Headline with Crain's Mike Lee

The Guy Gordon Show

Play Episode Listen Later Feb 2, 2026 8:05


Feb. 2, 2026 ~ Mike Lee, managing editor of Crain's Detroit Business, talks to Chris Renwick, Lloyd Jackson, and Jamie Edmonds about the Detroit Free Press' parent company buying the Detroit News, DTE's take on data centers, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Water Tower Hour
Why Small Caps Are Heating Up — And How Cboe's RUT Options Let Investors Play It

The Water Tower Hour

Play Episode Listen Later Jan 28, 2026 22:59


Send us a textOur guest for this episode is Rick Rosenthal, Director of Business Development at Cboe Global Markets (Cboe: CBOE), where he focuses on helping advisors and wealth managers utilize options-based strategies. He joins Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, for a timely discussion on derivatives positioning in the U.S. small-cap market.Rick explains why Russell 2000 (RUT) options have become a go-to vehicle for gaining or hedging small-cap exposure, highlighting structural advantages versus IWM, rising zero-DTE retail activity, and how investors are using protective puts, spreads, and volatility-harvesting strategies. The conversation also explores macro drivers behind the rotation into small caps, volatility signals from the RVX index, and Cboe's plan to expand RUT trading to Global Trading Hours in 2026, introducing new access points for both institutional and retail participants.____

The Options Insider Radio Network
TWIFO 481: Geopolitical Volatility, Greenland Tensions, and the Nasdaq Put Surge

The Options Insider Radio Network

Play Episode Listen Later Jan 23, 2026 29:16


Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

Down to Earth With Kristian Harloff (UAP NEWS)
NEWSNATION Producer Meagan Medick talks Varginha Press conference, government cover up and more!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Jan 23, 2026 32:06


On this special episode of Down To Earth With Kristian Harloff, Kristian talks with News Nation Producer Maegan Medick. Meagen is the producer for Ross Coulthart's show Reality Check.  She was also front and center for the James Fox press conference about the 1996 Varginha UFO case. We talk about the case, her involvement in the topic, working with Ross, government transparency and more.  #alien #aliens #ufo #uap #news #government  BUBS NATURAL: Live Better Longer! For a limited time only, our listeners  are getting 20% OFF at BUBS Naturals by using code DTE at checkout. Just head to http://www.BubsNaturals.com and use code DTE and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.  

This Week in Futures Options
TWIFO 481: Geopolitical Volatility, Greenland Tensions, and the Nasdaq Put Surge

This Week in Futures Options

Play Episode Listen Later Jan 23, 2026 29:16


Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

Down to Earth With Kristian Harloff (UAP NEWS)
Is congress really ready to act on UAP disclosure?! Will the UAPDA actually be passed this year?!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Jan 21, 2026 13:51


Yesterday's press conference had many jaw dropping claims. Ex-military, scientists, doctors all spoke up about the recovery of non human remains. One person who was on site was Eric Burlison who has ben one of the leaders leading the charge for transparency with the US government and UAPS. He says whistleblowers need to be protected and the UAPDA needs to be passed. Will it happen? Kristian Harloff gives his thoughts. #ufo #ufos #alien #aliens #news #government  BUBS NATURAL: Live Better Longer! For a limited time only, our listeners  are getting 20% OFF at BUBS Naturals by using code DTE at checkout. Just head to http://www.BubsNaturals.com and use code DTE and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
Was the Varginha Press conference a success? Ex-pilot says US had MAJOr involvement in the case!

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Jan 20, 2026 39:14


Today in DC, James Fox led the charge with witnesses from the 1996 Varginha Brazil incident where an alleged UFO crashed and aliens were discovered and witnesses who saw the creature spoke up. We also heard from an ex US pilot who says not only was he part of the kmision, that there are at least 30-40 others who are aware and they must step up. Was this a success or was it all just more talk? Kristian Harloff gives his thoughts. #ufo #ufos #uap #uaps #alien #aliens #news #government  BUBS NATURAL: Live Better Longer! For a limited time only, our listeners  are getting 20% OFF at BUBS Naturals by using code DTE at checkout. Just head to http://www.BubsNaturals.com  and use code DTE and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Down to Earth With Kristian Harloff (UAP NEWS)
BIG PRESS CONFERENCE tomorrow from James Fox. Will alien footage ACTUALLY be shown?

Down to Earth With Kristian Harloff (UAP NEWS)

Play Episode Listen Later Jan 19, 2026 15:39


James Fox is the director of the compelling UFO documentary Moment of Contact about the incident in Brazil. On Jan 20th, one of the doctors who was supposedly in the room with one of the alien beings from the crash will speak at a press conference. Will this move the needle? Kristian Harloff gives his thoughts.#ufo #uap #uaps #alien Aliens #news  BUBS NATURAL: Live Better Longer! For a limited time only, our listeners  are getting 20% OFF at BUBS Naturals by using code DTE at checkout. Just head to http://www.BubsNaturals.com and use code DTE and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.

Options Boot Camp
Options Boot Camp 372: Trading Resolutions for the New Year

Options Boot Camp

Play Episode Listen Later Jan 8, 2026 31:10


Kick off the new year with a fresh set of options trading resolutions on this episode of Options Boot Camp. Hosts Mark Longo and Dan Passarelli dive into what traders should be focusing on in 2026 — from expanding your options strategy toolbox to managing risk, sizing trades properly, and knowing when not to trade at all. With many traders coming off years of strong equity performance, the hosts explore whether it's time to rethink long-only strategies, reduce concentration risk, or introduce new approaches like stock substitution, LEAPS, downside hedging with puts, and portfolio diversification through options strategies. The conversation also covers why relying on a single options strategy can be dangerous, how to diversify your Greeks, and what newer traders often overlook when markets change. This episode also looks ahead to potential options market trends in 2026, including zero-DTE options, 24-hour trading, prediction markets, crypto volatility, and global market opportunities. Along the way, Mark and Dan reference past Options Boot Camp episodes to help listeners build a deeper understanding of puts, volatility, and long-term strategy planning.

The Options Insider Radio Network
Options Boot Camp 372: Trading Resolutions for the New Year

The Options Insider Radio Network

Play Episode Listen Later Jan 8, 2026 31:10


Kick off the new year with a fresh set of options trading resolutions on this episode of Options Boot Camp. Hosts Mark Longo and Dan Passarelli dive into what traders should be focusing on in 2026 — from expanding your options strategy toolbox to managing risk, sizing trades properly, and knowing when not to trade at all. With many traders coming off years of strong equity performance, the hosts explore whether it's time to rethink long-only strategies, reduce concentration risk, or introduce new approaches like stock substitution, LEAPS, downside hedging with puts, and portfolio diversification through options strategies. The conversation also covers why relying on a single options strategy can be dangerous, how to diversify your Greeks, and what newer traders often overlook when markets change. This episode also looks ahead to potential options market trends in 2026, including zero-DTE options, 24-hour trading, prediction markets, crypto volatility, and global market opportunities. Along the way, Mark and Dan reference past Options Boot Camp episodes to help listeners build a deeper understanding of puts, volatility, and long-term strategy planning.

The Option Alpha Podcast
241: Top Trader Interviews - Kevin

The Option Alpha Podcast

Play Episode Listen Later Dec 29, 2025 25:53


In this interview, Kirk sits down with Kevin, a long-time Option Alpha member who began trading in the aftermath of the 2008 financial crisis. Kevin shares how he turned his small beginnings into a consistent, structured approach that scales with his portfolio.Kevin details how he spent years learning before placing his first options trade and how those early experiences shaped his disciplined, rules-based philosophy. He explains how he uses position sizing, trend, and DTE selection to create repeatable setups in the corresponding position type.Kevin also walks through how automation, weekly reviews, and a focus on process over prediction helped him build consistency through market downturns, quiet periods, and personal setbacks.Kevin enters each week with a plan and relies on automation to execute that plan to reduce noise and stay aligned with his long-term goals.See the full show notes here

trader dte option alpha
Daily Detroit
Leland Loses Power, Sherrone Moore Sacked, Kronk Gym Returns

Daily Detroit

Play Episode Listen Later Dec 11, 2025 19:21


Three timely stories to talk about today: 01:20 – Sherrone Moore Fired The University of Michigan and head football coach Sherrone Moore abruptly part ways after an internal investigation into an inappropriate relationship with a staffer, plus a separate assault probe in Washtenaw County.​ Jer and Fletcher dig into how this goes far beyond wins and losses: the impact on recruits, assistants, and a program still reeling from recent scandals.​ They also explore how boosters, fans, and parents might see Moore differently after this, and what it means for Michigan's near-term future on and off the field.​ 09:57 – Leland House Power Cut Detroit's historic Leland House goes dark after a fire marshal–ordered evacuation, with DTE and ownership pointing fingers over damaged equipment and unpaid bills. ​​ The conversation widens to what happens when iconic Detroit buildings fall into limbo—and how quickly "troubled" can turn into "too far gone."​ 15:19 – Kronk Gym Returning to Detroit Some good news: Kronk Gym is back inside Detroit city limits at a new home on Wilkins, not far from where legends once trained.​ The revived gym blends big-name boxing alumni with youth programming, fitness classes and a renewed community mission.​ Fletcher shares personal memories of the old Kronk and why hearing "hailing from Detroit, Michigan, out of Kronk Gym" still hits different for the city.​ Support the show on Patreon: https://www.patreon.com/c/DailyDetroit Follow us on Apple Podcasts: https://podcasts.apple.com/us/podcast/daily-detroit/id1220563942 Or Spotify: https://open.spotify.com/show/1Yhv8nSylVWxlZilRhi4X9?si=df538dae2e144431