Best Manoj Sharma Podcasts (2025)

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Gold Rallies as AI Earnings Outpace Trade Wars 4:02

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2h ago4:02

4:02

Fresh news and strategies for traders. SPY Trader episode #1397.Stellar Q3 corporate earnings, led by TSMC and Salesforce, are driving market resilience and pushing tech futures higher, defying a confirmed USChina trade war and an ongoing government shutdown. While AI names like Nvidia remain key buys (QQQ, CRM), geopolitical instability is pushing…

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Powell Pivots: Gold Hits Record, Financials Surge 3:15

1d ago3:15

3:15

Fresh news and strategies for traders. SPY Trader episode #1396.The market shows a strong upward bias driven by ratecut optimism following a dovish pivot from Fed Chair Powell, pushing the 10Year yield lower. This upward momentum is counteracting extreme volatility stemming from renewed USChina trade tensions. Q3 earnings are strong in the Financia…

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The Great Unwind: Trade War Escalation 4:13

2d ago4:13

4:13

Fresh news and strategies for traders. SPY Trader episode #1395.The market rally completely reverses as USChina trade tensions reescalate, leading to sanctions and a fierce return of riskoff sentiment. Amid a US government data blackout, investors flood safe havens, driving Gold and Silver to record highs while Tech stocks plummet. We outline a bar…

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Monday Market Whiplash: Trading the CrashtoRally 3:56

3d ago3:56

3:56

Fresh news and strategies for traders. SPY Trader episode #1394.The market navigates extreme volatility, experiencing a massive Friday crash driven by trade war fears followed by a sharp Monday premarket rebound spurred by deescalation hopes. This episode details a necessary split strategy to capture the current 'riskon' rally in technology (QQQ, X…

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Defense First: Trade War Erupts as Earnings Begin 4:26

4d ago4:26

4:26

Fresh news and strategies for traders. SPY Trader episode #1393.The week kicks off with extreme volatility as Q3 earnings season collides with a severe reescalation of the USChina trade conflict, including new rare earth export controls. We detail a defensive strategy, recommending overweight positions in Utilities and Gold, while cautioning agains…

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Trade War Terror: The Tech Bloodbath 4:13

5d ago4:13

4:13

Fresh news and strategies for traders. SPY Trader episode #1392.A massive Friday selloff driven by escalating USChina trade tensions and the government shutdown wiped out weekly gains. We analyze why Tech stocks were decimated, the flight to safety (Gold surges), and outline essential defensive sector rotations.…

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AI vs. The Shutdown: Hedging Growth 4:34

6d ago4:34

4:34

Fresh news and strategies for traders. SPY Trader episode #1391.The market consolidates amid overwhelming AI optimism and serious macro headwinds, including a US government shutdown and rising gold prices. We outline a dual strategy: maintaining core exposure to secular growth (NVDA, QQQ) while actively hedging risks using safehaven assets (GLD) an…

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AI Boom vs. Fiscal Chaos: Trading the Bifurcated Market 4:24

7d ago4:24

4:24

Fresh news and strategies for traders. SPY Trader episode #1390.The market hits record highs driven by the AI boom and tech leadership (AMD, DELL), even as the U.S. government shutdown raises fiscal concerns and gold soars to $4,000. We analyze why the Fed is expected to cut rates and provide a threepart strategy: maintain aggressive exposure to AI…

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The Great Rotation: Buying the Tech Dip and Hiding in Utilities 4:01

8d ago4:01

4:01

Fresh news and strategies for traders. SPY Trader episode #1389.Markets are consolidating after new highs, driven by a sharp rotation out of technology (XLK) and into defensives like Utilities, signaling rising caution. With the Fed signaling continued easing due to a softening labor market, and gold crossing $4,000, the strategy focuses on buying …

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AI Meltup: Why the Market Ignores the Shutdown 3:31

9d ago3:31

3:31

By Manoj Sharma

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Shutdown ShrugOff: Resilience and the Expected Fed Cut 4:08

10d ago4:08

4:08

Fresh news and strategies for traders. SPY Trader episode #1387.The market shows remarkable resilience despite the government shutdown and resulting data blackout. Small caps are leading gains while investors rotate defensively into Utilities and Healthcare, anticipating an 89% chance of a 25 basis point Fed rate cut in October. We review strategie…

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The Data Blackout: Betting on the Fed 3:52

11d ago3:52

3:52

Fresh news and strategies for traders. SPY Trader episode #1386.Markets are moderately bullish but highly volatile as a US government shutdown creates a key data blackout. All focus shifts to the FOMC Meeting Minutes on Wednesday for confirmation of rate easing, driven by recent weak jobs data. Strategy favors growth (XLK, QQQ) and tactical bets on…

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New Records: Why the Shutdown Couldn’t Stop the Bulls 4:17

12d ago4:17

4:17

Fresh news and strategies for traders. SPY Trader episode #1385.The market displayed remarkable resilience this week, hitting new record highs across major indices (S&P 500, Dow) despite a U.S. government shutdown. The rally is primarily fueled by a continued dovish outlook from the Federal Reserve, which investors believe will proceed with planned…

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AI Highs and the Dovish Fed Pivot 5:01

13d ago5:01

5:01

Fresh news and strategies for traders. SPY Trader episode #1384.The market is exhibiting robust upward momentum, hitting alltime highs fueled by AI euphoria and the Fed's dovish pivot, which is driving rate cuts and strengthening tech valuations. This episode analyzes the puzzling decoupling of strong GDP growth and minimal labor input, arguing tha…

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New Highs & Rate Cut Hopes: The AI Fueling the Bull Market 4:28

14d ago4:28

4:28

Fresh news and strategies for traders. SPY Trader episode #1383.The S&P 500 continues to hit new highs, successfully shrugging off both a government shutdown and discouraging labor data. Market resilience is fueled primarily by the relentless AI boom driving the Technology sector and reinforced expectations of Federal Reserve interest rate cuts. St…

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Q4 Chaos: Navigating Shutdown Risks and Rate Cut Expectations 3:51

15d ago3:51

3:51

Fresh news and strategies for traders. SPY Trader episode #1382.US stock futures are down sharply as the Q4 market opens under the shadow of a government shutdown, immediately wiping out momentum from a strong Q3. While Q2 GDP was robust, softening labor data (unemployment at 4.3%) is driving the expectation of an interest rate cut next month. The …

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Fed Cuts & AI Gains: The New Investment Playbook 3:51

16d ago3:51

3:51

Fresh news and strategies for traders. SPY Trader episode #1381.As the S&P 500 hovers near alltime highs, propelled by massive tech sector returns (38% YTD in QQQ), the market grapples with sticky inflation and decelerating growth. We analyze the Federal Reserve's recent interest rate cut and outline a strategy focusing on growth (AI, Cloud), quali…

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The Dovish Pivot Playbook 4:34

17d ago4:34

4:34

Fresh news and strategies for traders. SPY Trader episode #1380.Analyzing the market impact of the Fed's 25 BPS rate cut, we explore the duality of structural growth and sticky inflation. Learn how to maintain core AI/Tech holdings while rotating new capital into ratesensitive defensives like Utilities and Real Estate.…

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Shutdown & Payrolls: The Extreme Risk Week 1:48

18d ago1:48

1:48

Fresh news and strategies for traders. SPY Trader episode #1379.This week's market outlook calls for extreme volatility driven by two massive forces: the looming US government shutdown deadline and the highly anticipated Nonfarm Payrolls report. We also preview earnings from CCL and NKE, and Tesla delivery figures.…

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Value Wins: Navigating the Volatile Bounce 4:18

19d ago4:18

4:18

Fresh news and strategies for traders. SPY Trader episode #1378.This week saw extreme volatility as a midweek pullback was overcome by a strong Friday rally, leaving major indices slightly negative. The market witnessed a significant rotation from Growth to Value, powered by revised Q2 GDP hitting 3.8% and surging Energy prices (XLE). Despite posit…

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Policy Pain: Tariffs Slam Healthcare as Yields Spike 5:30

20d ago5:30

5:30

Fresh news and strategies for traders. SPY Trader episode #1377.Markets fell for the third straight session, driven by twin shocks: new massive proposed tariffs (100% on branded drugs) creating severe policy uncertainty in Healthcare, and surprisingly strong economic data (3.8% GDP) which pushed the 10year Treasury yield to a threeweek high by redu…

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Navigating Market Turbulence 6:46

21d ago6:46

6:46

Fresh news and strategies for traders. SPY Trader episode #1376.Barry Bullish breaks down a volatile week in the market, with U.S. stock futures largely flat after two days of declines. He discusses the Fed's first rate cut of 2025 amidst persistent inflation and a softening labor market. The episode provides an overview of sector performance, incl…

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Market’s Mixed Signals: Your Portfolio Playbook 6:06

22d ago6:06

6:06

Fresh news and strategies for traders. SPY Trader episode #1375.This episode details a significant market pullback following a rally, driven by profittaking and Federal Reserve warnings on asset valuations. It covers mixed economic signals including a rate cut alongside persistent inflation and declining consumer sentiment. While energy and gold su…

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Morning Market Insights 2:54

23d ago2:54

2:54

Fresh news and strategies for traders. SPY Trader episode #1374.Market Maestro Max dissects the current market, noting the S&P 500's resilience fueled by tech and consumer spending. The episode highlights the ongoing tension between growth optimism and inflation watchfulness, guiding listeners on balancing investments in core tech stocks (like QQQ)…

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Market Peaks & Rate Cuts: Navigating the Bull 6:24

24d ago6:24

6:24

Fresh news and strategies for traders. SPY Trader episode #1373.US stock markets hit fresh record highs (Dow 46,315, S&P 6,664, Nasdaq 22,631) following the Federal Reserve's first interest rate cut of 2025, dropping rates to 44.25%. Investor optimism is high, driven by USChina trade talks, strong AI sector performance (NVIDIA, Oracle), and robust …

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After the Cut: Inflation, Spending, and Smart Plays 7:42

25d ago7:42

7:42

Fresh news and strategies for traders. SPY Trader episode #1372.The Federal Reserve cut interest rates by 0.25 percentage points to a target range of 4.00%4.25% due to a softening labor market, despite inflation remaining elevated at 2.9% yearoveryear. Retail sales showed unexpected resilience, while manufacturing signals were mixed. The market rea…

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Fed Cuts Fuel Market Records 9:05

26d ago9:05

9:05

Fresh news and strategies for traders. SPY Trader episode #1371.Captain Candlestick analyzes a recordsetting week for the U.S. stock market, propelled by the Federal Reserve's 25 basis point rate cut and optimism around tech giants. While indices hit new highs, the episode highlights a weakening labor market, sticky inflation, and housing market pr…

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Market Peaks & Prudent Plays 10:27

27d ago10:27

10:27

Fresh news and strategies for traders. SPY Trader episode #1370.The U.S. stock market is reaching alltime highs, driven by tech and smallcap strength, coinciding with the Federal Reserve's first rate cut of the year. While bullish momentum is strong, concerns persist regarding elevated inflation, a cooling labor market, and a 'stagflation lite' eco…

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Fed’s First Cut: Charting Your Course 11:03

28d ago11:03

11:03

Fresh news and strategies for traders. SPY Trader episode #1369.This episode breaks down the Federal Reserve's first interest rate cut of 2025, analyzing its impact on various sectors and the mixed market reaction. It covers macroeconomic factors, geopolitical risks affecting tech, and significant M&A activity. Concrete trading recommendations are …

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Navigating the ’Positively Cautious’ Market 8:04

29d ago8:04

8:04

Fresh news and strategies for traders. SPY Trader episode #1368.This episode breaks down today's market, highlighting an anticipated Federal Reserve interest rate cut fueling S&P 500 and Nasdaq record highs, alongside significant company movements from Oracle's AI deals to Tesla's surge. It explores a 'positively cautious' economic outlook, driven …

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Market Roars: Rate Cuts & Tech Giants 8:24

1M ago8:24

8:24

Fresh news and strategies for traders. SPY Trader episode #1367.Host Marty Marketmover unpacks today's surging US stock market, with the S&P 500 and Nasdaq hitting new highs, largely fueled by expected Fed interest rate cuts and strong corporate earnings, particularly from tech giants like Alphabet and Tesla. The episode delves into key economic in…

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Market Kickoff: Fed Expectations & Smart Plays 7:16

1M ago7:16

7:16

Fresh news and strategies for traders. SPY Trader episode #1366.This episode covers the cautious optimism in the U.S. stock market, with futures showing slight gains ahead of an anticipated 25basispoint rate cut from the Federal Reserve this week, despite sticky inflation and a cooling labor market. Key corporate news includes Oracle's AI cloud con…

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Fed’s Big Week: September Trading Guide 6:53

1M ago6:53

6:53

Fresh news and strategies for traders. SPY Trader episode #1365.This episode prepares investors for the Federal Reserve's FOMC meeting, where a 25basispoint interest rate cut is widely expected amidst mixed economic data—softening labor markets but persistent inflation. Midas Mike offers insights into market sentiment, the continued AI investment c…

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Fed’s Green Light: Market Surges 9:03

1M ago9:03

9:03

Fresh news and strategies for traders. SPY Trader episode #1364.The US stock market experienced significant gains, with major indices reaching record highs, driven primarily by strong expectations of an imminent interest rate cut from the Federal Reserve. Technology, fueled by AI demand, led sector performance, while investor confidence was bolster…

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Rate Cuts Ahead: Market Highs and Tech Boom 7:03

1M ago7:03

7:03

Fresh news and strategies for traders. SPY Trader episode #1363.The market saw a mixed start after record highs on Thursday, with S&P 500 futures flat, Dow down 0.2%, and Nasdaq up 0.1%. Inflation remains elevated at 2.9% CPI in August. The Federal Reserve is widely expected to implement its first interest rate cut of the year (25 basis points) nex…

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Rate Cuts Ahead: Navigating a Shifting Market 10:04

1M ago10:04

10:04

Fresh news and strategies for traders. SPY Trader episode #1362.The U.S. stock market shows decent yeartodate returns, led by Communication Services, Industrials, and Technology, despite a mixed economic picture. While Q2 GDP rebounded, Q3 expectations are lower, and the labor market is significantly weakening with rising unemployment and major job…

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Market Pulse: Rate Cuts, Tech Surges, and Value Opportunities 9:45

1M ago9:45

9:45

Fresh news and strategies for traders. SPY Trader episode #1361.This episode covers the early September market trends, highlighting a mixed but upward movement driven by Federal Reserve interest rate cut hopes despite a weakening labor market and persistent inflation. The S&P 500 and Nasdaq showed gains, with the Nasdaq leading yeartodate. Technolo…

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The Week Ahead: Rates, Inflation, & Strategy 11:48

1M ago11:48

11:48

Fresh news and strategies for traders. SPY Trader episode #1360.This week's market will be highly sensitive to inflation data (PPI & CPI) as investors weigh strong expectations for a Fed rate cut against elevated S&P 500 valuations and potential correction warnings. We recommend a cautious, defensive posture, favoring value and resilient sectors li…

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Jobs Jitters, Rate Cut Hopes 4:12

1M ago4:12

4:12

Fresh news and strategies for traders. SPY Trader episode #1359.This week's market saw mixed performance, with the S&P 500 and Nasdaq posting gains driven by big tech, while the Dow declined. Key movers included Broadcom and Macy's surging, Lululemon tumbling, and NVDA, MSFT, and AMZN dipping on tariff warnings. The August jobs report, significantl…

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Market Pulse: Tech Power & Rate Cut Anticipation 9:09

1M ago9:09

9:09

Fresh news and strategies for traders. SPY Trader episode #1358.Explore the US stock market's mixed signals, with tech soaring on favorable rulings and AI enthusiasm, while other sectors show volatility. We analyze key earnings, tariff impacts, and the macroeconomic landscape dominated by anticipated Fed rate cuts, a softening labor market, and ong…

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Market Crossroads: Inflation, Rates, and Growth 9:14

1M ago9:14

9:14

Fresh news and strategies for traders. SPY Trader episode #1357.Cash Flow Charlie breaks down September's mixed market signals, covering U.S. GDP growth, persistent inflation, a cooling labor market, and the high probability of a Fed rate cut. The episode also analyzes market performance, sector trends, and offers strategic investment recommendatio…

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September Markets: Fed Focus and Mixed Signals 3:00

1M ago3:00

3:00

Fresh news and strategies for traders. SPY Trader episode #1356.PostLabor Day, Chartsy Charlie covers positive August market closes despite Friday's dip. The episode highlights conflicting Q3 GDP forecasts, persistent inflation concerns, and the Fed's maintained rates with mixed expectations for a September cut.…

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September: Market Reality Check 9:48

2M ago9:48

9:48

Fresh news and strategies for traders. SPY Trader episode #1355.As September begins, the market faces historical headwinds and mixed economic signals despite a strong August rally. While Q2 GDP grew robustly, persistent inflation and a softening labor market create uncertainty. The Fed is anticipated to cut rates, but high valuations, especially in…

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September Showdown: Jobs Report & The Fed 9:30

2M ago9:30

9:30

Fresh news and strategies for traders. SPY Trader episode #1354.This episode prepares listeners for September's first trading week, focusing on the Federal Reserve's potential rate cut amid a softening labor market. However, persistent inflation and robust Q2 GDP growth create uncertainty. The August jobs report on Friday is highlighted as the ulti…

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Market Peaks and Policy Shifts 11:45

2M ago11:45

11:45

Fresh news and strategies for traders. SPY Trader episode #1353.The market experienced a rollercoaster week in late August, reaching record highs midweek before a Friday pullback due to new inflation data. Despite this, August closed with solid monthly gains for major indices. Key drivers included strong GDP revisions and robust earnings from tech,…

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Market Crossroads: Fed, AI & Tariffs 9:28

2M ago9:28

9:28

Fresh news and strategies for traders. SPY Trader episode #1352.This episode delves into the market's mixed signals, highlighting robust yeartodate stock performance driven by tech and AI, alongside underlying caution from persistent inflation, a cooling labor market, and tariff impacts. It discusses the Federal Reserve's likely interest rate cuts …

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Record Highs, Strategic Moves 8:44

2M ago8:44

8:44

Fresh news and strategies for traders. SPY Trader episode #1351.The S&P 500 hits new alltime highs, but underlying complexities like slower AI chipset growth for Nvidia, persistent inflation, and a softening labor market suggest a nuanced economic picture. Despite strong M&A activity and Q2 GDP growth, new tariffs and consumer anxiety pose challeng…

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Market Pulse: Nvidia, Fed Rates, and Trade Tensions 9:01

2M ago9:01

9:01

Fresh news and strategies for traders. SPY Trader episode #1350.The market shows a cautious but resilient tone ahead of Nvidia's pivotal Q2 earnings, which is expected to significantly impact the AI sector and broader tech rally. Federal Reserve Chair Powell signaled a potential interest rate cut in September due to labor market risks, though he hi…

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Unpacking the Market: Fed Pivot & Trade Tensions 9:10

2M ago9:10

9:10

Fresh news and strategies for traders. SPY Trader episode #1349.The US stock market shows mixed signals of resilience and caution, with the Dow hitting a new high but futures signaling a lower open. The economy expanded in Q2 2025 but shows an 'economic mirage' due to import drops and plunging investment, while inflation persists. The Federal Reser…

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Rate Cut Rally: Your Monday Market Playbook 6:33

2M ago6:33

6:33

Fresh news and strategies for traders. SPY Trader episode #1348.On August 25th, 2025, the U.S. stock market is hitting new highs, driven by Federal Reserve Chair Jerome Powell's strong indication of a September interest rate cut. Major indices like the Dow, S&P 500, and Nasdaq are up significantly yeartodate, with market volatility plummeting as a …