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Home > The Option Block > The Option Block 1465: Cutting a Fat Hog in the Butt with AI
Podcast: The Option Block
Episode:

The Option Block 1465: Cutting a Fat Hog in the Butt with AI
Category: Business
Duration: 00:58:07
Publish Date: 2026-04-30 22:06:11
Description:

AI spending is moving the needle on the US GDP, and the Option Block panel is here to break down the massive capital allocation driving the markets. In this episode, Mark Longo is joined by Henry "The Flowmaster" Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to discuss whether the market is "cutting a fat hog in the butt" with these record AI expenditures or if we're witnessing a historic capital misallocation.

In this episode:

  • The Trading Block: A deep dive into the mega-cap earnings sweep. From Meta's spending spook to Alphabet's cloud success and Microsoft's mixed bag, the team analyzes how AI CapEx is now a primary driver of market sentiment.

  • The "Fat Hog" Trade: Mike Tosaw explains his covered call strategy in Qualcomm (QCOM) and why sometimes making a 6% premium in a month still feels like leaving meat on the bone.

  • The Odd Block: Unusual activity in Blue Owl Capital (OWL), Imperial Petroleum (IMPP), and a "palette cleanser" trade in Levi Strauss (LEVI).

  • Around the Block: Predictions for Apple earnings, the upcoming OIC conference, and why the "buy the dip" mentality persists in the face of macro uncertainty.
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