Latest / Rigatoni Capital Podcast
An Options Pro on Liquidity and the AI Infrastructure Selloff | Joe Duarte
I sat down with Joe Duarte (the writer of Smart Money Passport on Substack), a physician turned full-time trader who has been writing investment newsletters since 1987 and wrote Options Trading For Dummies, now in its fifth edition. For his first time on the show, Joe walked us through how he reads this market and how he puts options to work around it.
We started with the NYSE Advance/Decline line, the NYAD, his favorite unweighted gauge of breadth, which closed today above the channel that has capped it for weeks. From there we got into liquidity through the Chicago Fed’s NFCI and why a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.