Adam Mesh sat down with no narrative — and that turned out to be the story. Tom Sosnoff is holding the smallest positions he's had in three years and just booked his two best months in a year. In this episode he explains why that's not a contradiction, how he defines "opportunity" as a price or volatility extreme, and what he'd do if he had exactly one trade over six months to keep his job. Also: why bonds are the only real price extreme left, whether a September rate hike is actually bullish, the case for and against data center buildouts, why Dell is his least favorite tech stock to trade, the 80% probability-of-profit debate, and the Golden Nugget blackjack story you have to hear. ━━━━━━━━━━━━━━━━━ 👥 Hosts: Adam Mesh is a stock trader, entrepreneur, and trading coach who has spent decades teaching everyday investors how to navigate the markets. He began his career as a day trader in the 1990s as electronic trading was transforming Wall Street, and has been recognized by Fort...