No single ticker was named. Oil & gas ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.
Massive WTI SEP 70 put flow
Extremely heavy volume in the September 70-strike puts in WTI crude oil options was highlighted, representing a large bearish bet or hedge against a sharp drop in the next 11 days.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
CONTESTED · 59 MENTIONS · 44 EPISODES · 18 SHOWS
21 JUL 2026 — 10 AUG 2026 · 2D AGO
43 SUPPORT · 13 CHALLENGE · 3 REPEAT
- PROF G MARKETS
37 EPISODES BETWEEN · 49 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- COMMODITY CULTURE · 3 MENTIONS
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- PLANET MICROCAP PODCAST · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- THE OPTIONS INSIDER RADIO NETWORK
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- WTI downside bets via tight put verticals
- WTI at 200-day MA, vol seen as cheap
- Massive WTI SEP 70 put flow · THIS IDEA
- PALISADES GOLD RADIO
- REAL VISION DAILY BRIEFING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD