TWIFO 482: Riding the Storm in Small Caps, Crude, Silver and...Rough Rice?

This episode of This Week in Futures Options (TWIFO) captures a market in transition. As we move through January 2026, the "All-In" equity trade is facing a rotation, silver is behaving like a high-octane meme stock, and even the most obscure products like Rough Rice are seeing double-digit vol spikes. Whether you are hedging a portfolio against an earnings-season sell-off or looking to harvest high premiums in the metals, this episode provides the professional analysis you need to separate the wheat from the Lean Hogs. Episode Highlights The Movers & Shakers: A Tale of Two Tapes The Jedi (Light Side) are winning this week, but the Sith (Dark Side) struck the hardest blows in percentage terms. The Dark Side: Natural Gas plummeted 23.9% , Bitcoin dropped 6.3% , and the Russell 2000 took a breather after a massive YTD run. The Light Side: Silver stole the show, rallying over 20% on the week. WTI Crude and Brent both surged ~10% , while Palladium saw a double-digit rebound. Equities: The Great Rotation of 2026 Uncle Mike Tosaw reveals a major strategic shift, moving away from Large Caps and into Mid-Caps and Small Caps. Large Cap Fatigue: The S&P 500 is up 72% over three years, while Mid-Caps are up only 33% . Is the gap finally closing? Zero-Day Obsession: Despite the 0DTE craze, the "Big Dog" trade this week was the 6,600 Puts in the E-mini S&P, expiring in 22 days—a massive hedge against upcoming tech earnings. Energy: Crude is Back on the Menu WTI Crude hit a rare 1-million contract week . The Conflict Trade: With Middle East tensions rising, traders are aggressive in the March 70 and 75 calls , betting on an $80 handle by summer. Volatility Alert: Crude vol in March is currently sitting at 56.7 , up nearly 14 points on the week. Metals: Silver's "Meme Stock" Era Silver is up over 400% in three years , leading Uncle Mike to label it the new meme stock of the commodities world. Historic Volatility: Silver vol is currently at a staggering 107.2 . The Upside Play: Massive flow in the March 120 calls (only 7 handles away!) as traders chase the vertical spike. The Curveball: Rough Rice? In a TWIFO first, the panel explores the esoteric world of Rough Rice options. Market Dynamics: Despite low liquidity, Rough Rice saw a 4.6% move this week with a metal-like skew where calls are catching a heavy bid. The All-Star Panel Mark Longo: Founder, Options Insider Media Group "Uncle" Mike Tosaw: Wealth Manager, St. Charles Wealth Management

You can listen to TWIFO 482: Riding the Storm in Small Caps, Crude, Silver and...Rough Rice? online on Radio and Podcast. Open the player on this page to stream the available audio.

TWIFO 482: Riding the Storm in Small Caps, Crude, Silver and...Rough Rice? is an episode from This Week in Futures Options by The Options Insider Media Group.

This episode is 56:44 long.

This episode was published on Jan 30, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from This Week in Futures Options when more episodes are available from the podcast feed.