What finance podcasts said about markets on 12 October 2026

The guest argued his high-conviction Amazon options trade ahead of earnings rested on predicting management would directly address investor concerns about rising capital expenditures, following Microsoft's successful playbook. Chris Camillo (self-taught investor and host of Dumb Money Live) made the case on The Pomp Podcast’s “How to Spot the Next Big Trade Before Wall Street”, aired 12 October 2026. The thesis was that CEO Andy Jassy, having seen Microsoft's stock rewarded for addressing its own CapEx issue days earlier, would do the same to remove the overhang that had weighed on Amazon's stock for months.