Short a spread in tastylive.
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For a four-day week, the market's acting like it drank too much coffee. The big thing hanging over everything is Thursday's jobs report, with traders bracing for a move that's unusually large for a holiday week.
Jobs report volatility
Fed expectations keep shifting
AI rally starts broadening out
Microsoft volume stands out
Why some traders prefer futures
Short-week premium trades
Micro crude management
Bitcoin and MicroStrategy risk
Palantir position management
What ties the week together
Source:
The tastylive network — First Call - June 28, 2026 (https://www.tastylive.com/)
This podcast was created with Podkey. Make your own at https://podkey.fm (https://podkey.fm)
25 Jun 2026
Micron, Money, and Market Nerves
One chip earnings report managed to light up semis, rattle volatility, and raise a bigger question about who’s actually paying for the AI boom. That’s the thread running through a lot of this market right now.
Micron lights up semis
The hyperscaler funding question
Why the indexes are acting weird
Volatility is calm until it isn't
How traders are handling it
Inflation, GDP, and the Fed
Gold, bitcoin, and fragile safe havens
Liquidity myths and crowd behavior
A few other things worth noting
Sources:
The tastylive network — Last Call - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — Futures Power Hour - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — Trading Charts with Tim Knight - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — Macro Money - June 25, 2026 - Stock Markets & the US Economy: Vicious Cycle? (https://www.tastylive.com/)
The tastylive network — Confirm and Send - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — Overtime - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — Risk & Reward - June 25, 2026 (https://www.tastylive.com/)
The tastylive network — tasty Extras - June 25, 2026 - tastyLive (https://www.tastylive.com/)
This podcast was created with Podkey. Make your own at https://podkey.fm (https://podkey.fm)
24 Jun 2026
Micron, PCE, and Rotation
One company put up monster numbers, but the broader tape still looked uneasy. Under the surface, this was a day about inflation, rate expectations, and money moving defensively even while parts of tech tried to hold together.
Micron resets the semiconductor story
How traders approached the volatility
Inflation is cooling awkwardly, not cleanly
Bonds, Fed odds, and the housing link
A weird cross-asset tape
Rotation, breadth, and market fragility
AI spending is boosting growth and inflation
A few names worth watching
Volatility without panic
Sources:
The tastylive network — Macro Money - June 24, 2026 - Are the Markets Saying the Economy is Broken? (https://www.tastylive.com/)
The tastylive network — Overtime - June 24, 2026 (https://www.tastylive.com/)
The tastylive network — Last Call - June 24, 2026 (https://www.tastylive.com/)
The tastylive network — Trading Charts with Tim Knight - June 24, 2026 (https://www.tastylive.com/)
The tastylive network — Risk & Reward - June 24, 2026 (https://www.tastylive.com/)
The tastylive network — tasty Extras - June 24, 2026 - tastyLive (https://www.tastylive.com/)
The tastylive network — Confirm and Send - June 24, 2026 (https://www.tastylive.com/)
The tastylive network — From Theory to Practice - June 24, 2026 (https://www.tastylive.com/)
This podcast was created with Podkey. Make your own at https://podkey.fm (https://podkey.fm)
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