# @benzinga on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=QHWzDz2SXcc
- **Gondola URL:** https://gondola.cc/posts/71296061-benzinga-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/1cf516b089.jpg
- **Posted:** 2026-10-01T04:06:06.000+00:00
- **Account Owner:** Benzinga | News That Moves (@benzinga) — https://gondola.cc/benzinga

## Caption

Bonds are sliding, rates are rising, and stocks are still sitting near all-time highs. What gives? Tony Battista joins Adam Mesh on The Drift to break down the bond market warning, the options trades they're making in TLT and QQQ, and how they're positioning ahead of Micron (MU) earnings.

Tony walks through his "stupid trade" in TLT: a long call spread paired with a naked short put to get bullish on bonds while implied volatility is elevated. He also explains why the Russell 2000 keeps lagging as yields climb. The two debate whether AI should trade for you, what automated 0DTE SPX strategies actually look like, and why AI got Tony's own trade wrong.

Plus: selling short-dated QQQ puts as a placeholder into earnings, naked puts vs. spreads (and why account size changes the math), call diagonal spreads and SoFi bull put spreads for smaller accounts, and a viewer question on whether the low-VIX era is over for good.

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 👥 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 Fortune magazine for his trading and featured across major financial media. As founder and CEO of the Adam Mesh Trading Group, he's built a large community around accessible market education, discipline, and hands-on mentorship.

🐦 X (Twitter): @adammesh
📸 Instagram: @adammeshtrading

Tom Sosnoff (Lossdog, CEO) is a serial entrepreneur, options trader, and financial media pioneer who has spent decades making derivatives trading accessible to retail investors. A former options trader on the Chicago Board Options Exchange (CBOE), he co-founded the online brokerage thinkorswim, later acquired by TD Ameritrade, and went on to co-found tastytrade, one of the largest digital networks in finance. Known for his quantitative, probability-driven approach, he's one of the most recognizable voices in retail options education. 

🐦 X (Twitter): @Tomunderwater, @wearelossdog
📸 Instagram: @thetomsosnoff 
🔗 https://lossdog.com/
 
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🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis.

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Chapters:

00:00 Intro: Tony Battista Joins Adam Mesh on The Drift
01:14 "The Bond Market Doesn't Lie": Rising Rates & /ZB Near the Lows
02:00 Russell 2000 Lags: How Higher Rates Hit Small Caps
06:00 Tony's "Stupid Trade" in TLT & How He'd Manage It
11:00 Oil Up, Bonds Down: A Tough Tape for Macro Traders
11:40 Would You Let AI Trade for You? Automated 0DTE SPX Strategies
14:30 Why AI Got Tony's TLT Trade Wrong
16:00 /VX Rising Ahead of Micron (MU) Earnings
16:45 From Day Trader to "2% a Month": How Risk Tolerance Changes With Life
24:10 QQQ Puts at All-Time Highs: Overnight Risk vs. Short-Dated Placeholders
30:15 Naked Puts vs. Spreads: Why Account Size Changes the Math
34:10 Call Diagonals & SoFi Bull Put Spreads for Smaller Accounts
37:35 Inside Grow Your Pile: Tony's Portfolio Management Approach
41:15 Viewer Q: Is the Low-VIX Era Over? + Wrap

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📜 Marketing Disclosure:
tastytrade, Inc. ("tastytrade") has entered into a Marketing Agreement with Adam Mesh Live ("Marketing Agent") whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade's brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastytrade and/or any of its affiliated companies. Neither tastytrade nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent or this website. tastytrade does not warrant the accuracy or content of the products or services offered by Marketing Agent or this website. Marketing Agent is independent and is not an affiliate of tastytrade.


⚠️ Disclaimer:
Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes.

#Benzinga #TheDrift #TomSosnoff #AdamMesh #TastyTrade

## Stats

- **Views:** 1,431
- **Likes:** 50
- **Shares:** 0
- **Comments:** 0

## Tags

benzinga, thedrift, tomsosnoff, tastytrade, adammesh

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