The tastylive network Engineering The Trade - November 5, 2025 - Markets Rally as Traders Navigate Mixed Signals
Nov 5, 2025
Join Jamal Chandler as he dives into market surprises, exploring the bond rally's connection to a Supreme Court tariff case. He discusses the streaming wars ignited by the YouTube TV–ESPN dispute and its effect on sports pricing. Jamal maneuvers through portfolio risk management after a sell-off, shares insights on rolling energy positions, and updates on tech trades regarding Microsoft and Palantir. He also reflects on earnings plays, a Boeing diagonal amid event risks, and unveils an intriguing SPX open-heart butterfly strategy.
AI Snips
Chapters
Transcript
Episode notes
Unusual Cross‑Market Rally
- Jamal finds today's market moves partly inexplicable, especially bonds rallying alongside stocks, gold, and bitcoin.
- He wonders if a Supreme Court tariffs decision or other external event explains the bond strength.
YouTube TV vs ESPN Example
- Jamal recounts the YouTube TV–ESPN carriage dispute and the $20 concession offer to subscribers as telling of ESPN's value within bundles.
- He uses the example to question how much he's willing to keep paying for sports in streaming bundles.
Do End‑Of‑Day Risk Cleanup
- Jamal emphasizes end‑of‑day risk management after volatile sessions and shows he closed and adjusted positions following yesterday's selloff.
- He recommends cleaning up positions late when markets accelerate to reduce overnight event risk.