In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week.

Markets are seeing multiple spikes simultaneously:

• Oil prices jumping sharply
• Volatility surging
• Corporate insider buying rising in financials
• Massive AI infrastructure spending from hyperscalers

Rather than reacting to headlines, we step back and ask the more important question: what do these signals historically mean for markets?

00:00 Market Signals Overview
01:51 Disclaimer and Setup
02:10 Oil Spike Playbook
03:34 VIX Volatility Spike
04:32 Software and AI Reset
06:24 Consumer Liquidity Boost
07:36 Financial Insider Buying
08:26 Oil Impact and Scenarios
10:37 Election Incentives
11:39 AI Adoption Trends
15:33 CapEx Winners and Apple
16:57 AI Market Structure and Ads
21:28 Earnings Week Ahead
22:13 Wrap Up and Key Takeaways

Hosted by

Sean Emory
Founder & Chief Investment Officer
Avory & Co.

Website
www.avory.xyz

Disclaimer

This presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor before making any investment decisions.