Oil and metals are lower today, on pace for their worst day since August. But crude is still up more than 15% in the past month. Should investors stick with the commodities craze? We’ll give you the best plays that are out there right now. Plus, Alaska Air returned to profitability last quarter as both business & leisure travel picked up. But will rising fuel prices hit carriers next quarter? We’ll ask the CEO. And, shares of footwear phenom Crocs are climbing on a big earnings beat. We’ll ask the CEO how it’s navigating supply chain disruptions despite its Vietnam facilities being temporarily shuttered.

Stocks are nearing all-time highs once again, with the Dow and S&P 500 both within 1% of their records. Yet big fund managers are now the most bearish they’ve been in some time. We’ll look at what that means for the market. Plus, Bitcoin is just shy of its own record high, reaching its highest levels since April as the first ever bitcoin futures ETF begins trading. We’ll bring you all the details. And, in today’s Rapid Fire: which retailers can weather supply chain snarls, the company that could be the next meme stock and Goldman’s new conviction buy.