{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"What Data Says About Oil Spike, Vix Spike, and AI","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/dfe27afb\"></iframe>","width":"100%","height":180,"duration":1390,"description":"In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.\nMarkets are seeing multiple spikes simultaneously:\n• Oil prices jumping sharply\n• Volatility surging\n• Corporate insider buying rising in financials\n• Massive AI infrastructure spending from hyperscalers\nRather than reacting to headlines, we step back and ask the more important question: what do these signals historically mean for markets?\n00:00 Market Signals Overview\n01:51 Disclaimer and Setup\n02:10 Oil Spike Playbook\n03:34 VIX Volatility Spike\n04:32 Software and AI Reset\n06:24 Consumer Liquidity Boost\n07:36 Financial Insider Buying\n08:26 Oil Impact and Scenarios\n10:37 Election Incentives\n11:39 AI Adoption Trends\n15:33 CapEx Winners and Apple\n16:57 AI Market Structure and Ads\n21:28 Earnings Week Ahead\n22:13 Wrap Up and Key Takeaways\nHosted by\nSean Emory\nFounder & Chief Investment Officer\nAvory & Co.\nWebsite\nwww.avory.xyz\nDisclaimer\nThis presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor before making any investment decisions.\n© 2026 Avory & Co. All rights reserved.","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}