EPISODE · Apr 10, 2026 · 31 MIN
All Eyes on the Strait of Hormuz
from In the Money · host Fidelity Investments
With a two-week ceasefire announced, oil crashed, and equities rallied—but that renewed optimism only holds if the Strait of Hormuz opens. The market believes this is a real possibility, but it’s important to remain cautious. Tony shares a trade in a mega-cap tech name leading the AI infrastructure buildout and a bullish position in energy, which has shown structural support even if the ceasefire holds. View transcript Watch the video replay Options Disclosure Document
What this episode covers
With a two-week ceasefire announced, oil crashed, and equities rallied—but that renewed optimism only holds if the Strait of Hormuz opens. The market believes this is a real possibility, but it’s important to remain cautious. Tony shares a trade in a mega-cap tech name leading the AI infrastructure buildout and a bullish position in energy, which has shown structural support even if the ceasefire holds. View transcript Watch the video replay Options Disclosure Document
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All Eyes on the Strait of Hormuz
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