Morning Dose #362: 404 Bears vs. the Bounce: Trading a Suspect AI Rally – Monday 10/19/2026

Episode summary

Futures rip higher after last week’s AI-driven wreckage, but with the bull-bear gauge at a lopsided 64 to 404, the hosts dig into whether this is a real trend change or a relief rally. They break down the split global tape, a quietly dovish bond market, oil as the key tripwire, and lay out a...