ech Flush, Treasury Spikes, and the Automation Rotation | August 21, 2026

This Episode, We Cover:The Macro Reality Check: Joe breaks down the treasury market action and how the 10-year yield touching 4.2% triggered a late-day flush in mega-cap technology growth giants.Seat Swapping & Sector Rotation: Jane analyzes the cash moving into small-caps (IWM) and the late-day surge in September options call buying for ROBO and automation tickers.The "Reshoring Trade" & CAPEX Fundamentals: Why accelerating domestic factory builds are showing up as real-world capital expenditures for heavy hitters like GE and Emerson Electric.The Monday Outlook & Weekend Hedging: What the protective put options flow at 4:08 PM SPY tells us about trader anxiety, and why you should watch for a "gap and trap" at Monday's open.Overnight Risk Watch: A quick look at what's ahead next week, including the Jackson Hole Economic Policy Symposium, Bank of Japan briefings, and geopolitical energy factors.⚖️ Disclaimer: Bulls, Bears and the Bell is for educational, informational, and entertainment purposes only. The information, opinions, and analyses presented by hosts Joe and Jane do not constitute investment, financial, tax, or legal advice, nor do they represent a recommendation or endorsement to buy or sell any security, options contract, or financial instrument. Trading in equities, options, fixed income, and commodities involves significant risk of loss and is not suitable for every investor. Past performance is not indicative of future results. Consult with a licensed professional financial advisor before making any investment decisions. The views expressed on this podcast are subject to change without notice.