TWIFO 516: Ag Meltdown, Equity Whipsaws and Crude Oil Skullduggery
Summary
Mark Longo and Kevin Green analyze a volatile week marked by a broad market sell-off, with natural gas and corn leading the declines. The hosts discuss the S&P 500’s divergence between mega-cap tech strength and weak underlying breadth, alongside rising 10-year yields. They also break down significant options activity in corn, soybeans, and WTI crude, highlighting key support levels and geopolitical risks affecting energy and agricultural markets.
Topics discussed
Show intro and sponsor information
Welcome and guest introduction
Movers and Shakers: Dark side report
Movers and Shakers: Light side report
S&P 500 options flow and expiration
Market bifurcation and rising yields
Equity put strategies and support levels
Transition to agricultural markets
Corn market analysis and USDA report
Corn options activity and skew
Corn bullish factors and harvest outlook
Soybean market overview and drivers
Soybean meal options and volatility
Soybean meal put spread strategies
Crude oil market overview and volatility
Crude oil price targets and put activity
Geopolitical impacts on oil supply
Crude oil trade structures and micros
Natural gas market decline and volatility
Natural gas seasonal outlook and strategies
Copper market and yield sensitivity
Show wrap-up and upcoming programs
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