Engineering The Trade - October 21, 2025 - Engineering the Trade: Metals Pull Back, Media Consolidation, and AI Disruption
Update: 2025-10-21
Description
Gold saw its largest percentage decline in several years, dropping over 5% after an unsustainable rally that featured unusual volatility. Host Jamal Chandler attributed the correction to "narrative flexibility" finally breaking down after gold's 77% rise over the past year.
Warner Brothers Discovery confirmed receiving buyout offers after floating the idea of splitting into two companies. The potential consolidation in the streaming space could involve private equity or existing media players amid increasing fragmentation.
Google shares declined following OpenAI's debut of a new web browser called Chat GPT Atlas, highlighting AI's growing threat to traditional search engines. Meanwhile, employment data showed cashiers, office clerks and customer service positions face significant job losses over the coming decade.
Key trades discussed included put spreads in GLD, calendar call spreads in Netflix ahead of earnings, and put sales in MP and SMR amid weakness in rare earth metals and nuclear energy stocks.
Warner Brothers Discovery confirmed receiving buyout offers after floating the idea of splitting into two companies. The potential consolidation in the streaming space could involve private equity or existing media players amid increasing fragmentation.
Google shares declined following OpenAI's debut of a new web browser called Chat GPT Atlas, highlighting AI's growing threat to traditional search engines. Meanwhile, employment data showed cashiers, office clerks and customer service positions face significant job losses over the coming decade.
Key trades discussed included put spreads in GLD, calendar call spreads in Netflix ahead of earnings, and put sales in MP and SMR amid weakness in rare earth metals and nuclear energy stocks.
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