Description
Join Lossdog at https://lossdog.com and please subscribe to this channel.
Anthropic's CEO wants AI companies to deliberately slow down, Elon Musk and Sam Altman backed him, and Tom Sosnoff thinks the whole thing is a PR move to cool expectations ahead of a $2 trillion IPO. Scott Sheridan isn't buying it, and the two of them go at it for twenty minutes straight. Tony Battista joins later, followed by special guest Dr. Jim Schultz, who gets grilled on iron condors, cashless collars and why he'd never buy a put for protection. Also covered: Fed week with the 10-year near 5%, US credit card debt at $1.25 trillion with 13% delinquent, crude oil topping $100, and four fresh trades in crude, Dell, Tesla and Baba. Plus a caller from Italy who lost $150,000 before finally turning profitable, and a Nike story about what happens when you hire a consultant to run your company.
#lossdog #tomsosnoff #oneluckydoglive #optionstrading #stockmarket #aibubble #anthropic
TIMESTAMPS
0:00 Intro
3:23 Anthropic CEO says pace the AI frontier
8:04 The $2 trillion Anthropic IPO theory
13:32 Staying small vs an active tail hedge
14:40 How long to learn options trading
21:24 Fed week and the 5% 10-year
28:52 Caller: the bond buyback theory
32:38 Trades of the week: crude oil strangle
37:03 Tesla put diagonal explained
44:00 Dr. Jim Schultz joins the show
48:03 The thinkorswim consultant story
52:48 Iron condors vs vertical spreads
55:44 US credit card debt hits $1.25T
1:14:57 OpenAI won't IPO in 2026
1:22:59 The cashless collar debate
The AI safety conversation has quietly turned into a capital markets story. When the same executives asking regulators to slow things down are also weeks away from pricing the largest tech IPO in history, the incentive to talk your own book gets hard to separate from genuine concern, and retail investors are left guessing which one they're hearing. That tension is landing at the same time the bond market is forcing the Fed's hand, with the 10-year flirting with 5% and credit card delinquencies at their worst level since 2011, a combination that historically marks consumer stress well before it shows up in equity prices. The trading takeaway running through all of it is the one nobody markets: position size, not prediction, is what keeps you solvent when the narrative flips. Whether AI turns out to be the next industrial revolution or a late-cycle repricing, the traders still standing in 2027 will be the ones who stayed small enough to be wrong.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how to increase it. No more vague salary ranges. No more wondering if you're being underpaid. Just clarity, backed by data.
The show is the conversation. The platform is the tool. Together, they're designed to help you stop leaving money on the table and start building the career you actually deserve.
📺 Watch live: Mon-Thu 8 : 30-10am CT
📞 Call in: 989-LOSSDOG
📧 oneluckydog@lossdog.com
🐕 Follow @wearelossdog everywhere 👉 http://linktr.ee/wearelossdog
Everyone has a number. Lossdog helps you know your number, and grow your number.
👉 Join Lossdog at https://lossdog.com/
Anthropic's CEO wants AI companies to deliberately slow down, Elon Musk and Sam Altman backed him, and Tom Sosnoff thinks the whole thing is a PR move to cool expectations ahead of a $2 trillion IPO. Scott Sheridan isn't buying it, and the two of them go at it for twenty minutes straight. Tony Battista joins later, followed by special guest Dr. Jim Schultz, who gets grilled on iron condors, cashless collars and why he'd never buy a put for protection. Also covered: Fed week with the 10-year near 5%, US credit card debt at $1.25 trillion with 13% delinquent, crude oil topping $100, and four fresh trades in crude, Dell, Tesla and Baba. Plus a caller from Italy who lost $150,000 before finally turning profitable, and a Nike story about what happens when you hire a consultant to run your company.
#lossdog #tomsosnoff #oneluckydoglive #optionstrading #stockmarket #aibubble #anthropic
TIMESTAMPS
0:00 Intro
3:23 Anthropic CEO says pace the AI frontier
8:04 The $2 trillion Anthropic IPO theory
13:32 Staying small vs an active tail hedge
14:40 How long to learn options trading
21:24 Fed week and the 5% 10-year
28:52 Caller: the bond buyback theory
32:38 Trades of the week: crude oil strangle
37:03 Tesla put diagonal explained
44:00 Dr. Jim Schultz joins the show
48:03 The thinkorswim consultant story
52:48 Iron condors vs vertical spreads
55:44 US credit card debt hits $1.25T
1:14:57 OpenAI won't IPO in 2026
1:22:59 The cashless collar debate
The AI safety conversation has quietly turned into a capital markets story. When the same executives asking regulators to slow things down are also weeks away from pricing the largest tech IPO in history, the incentive to talk your own book gets hard to separate from genuine concern, and retail investors are left guessing which one they're hearing. That tension is landing at the same time the bond market is forcing the Fed's hand, with the 10-year flirting with 5% and credit card delinquencies at their worst level since 2011, a combination that historically marks consumer stress well before it shows up in equity prices. The trading takeaway running through all of it is the one nobody markets: position size, not prediction, is what keeps you solvent when the narrative flips. Whether AI turns out to be the next industrial revolution or a late-cycle repricing, the traders still standing in 2027 will be the ones who stayed small enough to be wrong.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how to increase it. No more vague salary ranges. No more wondering if you're being underpaid. Just clarity, backed by data.
The show is the conversation. The platform is the tool. Together, they're designed to help you stop leaving money on the table and start building the career you actually deserve.
📺 Watch live: Mon-Thu 8 : 30-10am CT
📞 Call in: 989-LOSSDOG
📧 oneluckydog@lossdog.com
🐕 Follow @wearelossdog everywhere 👉 http://linktr.ee/wearelossdog
Everyone has a number. Lossdog helps you know your number, and grow your number.
👉 Join Lossdog at https://lossdog.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
