The tastylive network Engineering The Trade - November 5, 2025 - Markets Rally as Traders Navigate Mixed Signals
Nov 5, 2025
Market curiosities take center stage as intriguing shifts in stocks, gold, and bonds are debated. The significance of the ESPN–YouTube TV dispute reveals how sports rights influence streaming markets. Jamal shares insights on rebalancing trades after a selloff and managing risks in energy and nuclear ETFs. The mechanics of tech trade calendars, particularly for giants like Microsoft and Meta, are explored. Plus, he delves into earnings strategies for companies like Micron and AMD, while introducing a unique butterfly strategy for defined risk.
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Markets Rally With Conflicting Signals
- Jamal Chandler finds today's market upside moves puzzling because bonds are rallying alongside stocks and gold.
- He suggests the Supreme Court tariff oral arguments might be influencing bond action, creating a confusing cross-market reaction.
YouTube TV–ESPN Dispute Highlights Sports Value
- Jamal describes the ESPN–YouTube TV carriage dispute and how YouTube TV offered $20 to subscribers amid lost Disney/ESPN channels.
- He uses this to illustrate sports content's outsized value in streaming bundles and rising pricing pressures.
Do End-Of-Day Risk Cleanup
- Jamal ran end-of-day risk management after a sharp downside move and rolled a NOV strangle in NOV further out to collect credit.
- He advises cleaning up positions after volatile sessions to reduce event-risk exposure.