{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Long & Short","title":"High Beta Breathes Ahead of Microsoft, Google & Amazon Earnings","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5e53c5e6\"></iframe>","width":"100%","height":180,"duration":3152,"description":"Markets are rotating back to risk, but with the Fed, the midterms and Big Tech earnings all landing at once, is this the start of a year-end rally or another false dawn?\n\nIn this episode of The Long & Short, Rich McDonald and Piers Buckworth are joined by options specialist Imran Lakha to unpack a huge week for markets, from SK Hynix's blowout results and the Fed to whether AI has become too big to fail.\n\nThey also explore how to use options to get paid while you wait for a better entry, why uranium, rare earths and solar are being sold despite strong fundamentals, the first cracks in the refiners, and what the VIX is really telling us ahead of the midterms.\n\nIn this episode:\nWhy the midterms could cap an AI rally in the short term\nSK Hynix's blowout results and what they say about AI demand\nWhy bonds are rallying again, and what to expect from the Fed\nWhether AI will push inflation down, and what it means for jobs\nHas AI become too big to fail?\nIREN, Nebius and how to tell the strong neoclouds from the weak\nHow selling puts and put spreads can get you a better entry price\nWhy uranium, rare earths and solar stocks are struggling despite strong fundamentals\nOil refiners, Brent and hedging your winners with risk reversals\nWhat the VIX is (and isn't) telling us ahead of the midterms\nEarnings previews for Microsoft, Amazon and Google\n📖 Chapters:\n00:00 – Introduction: Imran Lakha Joins the Show\n02:18 – Midterms, AI Fear & a Big Week for Markets\n04:17 – SK Hynix, Memory Stocks & the AI Demand Story\n07:47 – Bonds, the Fed & Is AI Deflationary?\n12:05 – AI, Jobs & Is the AI Trade Too Big to Fail?\n16:11 – IREN, Nebius & Selling Puts for a Better Entry\n24:37 – Uranium, Solar, Hydrogen & Rare Earths\n32:47 – Oil Refiners, Brent & Hedging With Risk Reversals\n37:24 – The VIX, the Midterms & How Options Are Changing Markets\n41:22 – Moderna, Cerebras & 0DTE Options\n46:57 – Earnings Preview: Microsoft, Amazon & Google\n\n📲 Stay connected\nSubscribe to The Long & Short for weekly...","thumbnail_url":"https://img.transistorcdn.com/L7kpIQxwpZx9Gytyg-gH-cXrli-VKcJojLunHizW3Zg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lZjI3/YjhjOTY5MTY3N2I1/Yjc3Y2FhNDc4NTJh/Njk0YS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}