Trading Justice

Welcome out to another Trading Justice Podcast. This week, the market continues to wrestle with geopolitical uncertainty, shifting Fed expectations, and rising pressure from energy markets. We break down the latest developments surrounding the Iran conflict, the market’s reaction to mixed political messaging, and why volatility has remained persistent as traders search for stability during the current correction cycle.

Direct download: Tj_3.29.26.m4a
Category:general -- posted at: 10:56am PDT

Welcome out to another Trading Justice podcast. We’ve got a packed show this week as the market continues to react to Fed uncertainty, rising oil prices, and heavy geopolitical tension in the Middle East. We break down the latest developments surrounding the Iran conflict, the impact of higher crude prices, and why the market continues to feel heavy while traders wait for support to build during the current correction cycle.

Direct download: Trading_justice_pod_3.22.26.m4a
Category:Podcasts -- posted at: 11:21am PDT

Welcome out to another Trading Justice podcast. We’ve got a packed show this week as the market continues to trade headlines surrounding the Iran conflict, crude oil, and the Strait of Hormuz. We break down the latest escalation around Kharg Island, why oil remains the key macro driver right now, and what traders should actually be watching while volatility stays elevated. We also preview this week’s Fed meeting and take a look back at Jay Powell’s tenure as Fed Chair. With only a couple meetings left before his term ends, we walk through the biggest moments of the Powell era — from the 2018 rate hikes and the Powell Pivot, to the pandemic response, the transitory inflation mistake, the aggressive hiking cycle, and the banking crisis. We discuss the best decisions, the worst mistakes, and where Powell ranks among modern Fed chairs. To close the show, we play a Polymarket game and react to betting odds tied to the war, the Strait of Hormuz, U.S. military escalation, midterms, the 2028 election, OpenAI, aliens, movies, and even whether LeBron will retire. A mix of macro, markets, politics, and a little fun to finish the podcast.

Direct download: TJ_pod_3.17.26.m4a
Category:general -- posted at: 10:33am PDT

This episode of Trading Justice breaks down a market being driven by geopolitics as oil headlines dominate the narrative. Matt and Mark begin with the escalation in the Middle East and why crude oil has become the central macro variable for markets right now. They discuss the Strait of Hormuz, the importance of Karg Island to global oil supply, and how energy infrastructure risk could influence inflation expectations and market volatility.

 The conversation then turns to the latest labor report, which came in far weaker than expected. The hosts examine what the data may be signaling about the economy, why “bad news is good news” isn’t working in the current environment, and how the growing influence of AI could continue to pressure job creation in the months ahead.

 In the feature segment, Matt breaks down the ABC Cycle and explains how traders can differentiate between a normal market correction and the start of something more significant. Using recent price action, he walks through how the depth of the first move down can set expectations for the rest of the correction and what levels traders should be watching.

Direct download: TJ_pod_3.9.26.m4a
Category:Podcasts -- posted at: 11:46pm PDT

This episode of Trading Justice breaks down a market that refuses to trend even as headlines intensify. Mark and Matt begin with the technical landscape as the S&P 500 remains locked in range despite major catalysts including NVDA earnings and escalating conflict in the Middle East

 What will it actually take to break this structure? The conversation then shifts to oil and geopolitical risk. The hosts explain why the Strait of Hormuz matters, what true supply disruption would mean, and why crude oil is the real-time gauge of inflation pressure and macro risk.

 They then analyze NVDA’s earnings in detail. Strong beats, rising guidance, expanding margins and broadening demand. So why didn’t price respond the way many expected?

 

The discussion expands into software, AI job displacement concerns, and whether the disruption narrative is moving faster than policymakers. They close with Jamie Dimon’s credit warning, cross-asset signals from gold and Bitcoin, and what to watch in the week ahead including labor data and key earnings

Direct download: TJ_3.2.26.m4a
Category:Podcasts -- posted at: 9:21pm PDT

1