Best Manoj Sharma Podcasts (2025)

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Easy Money and the Defensive Surge 3:12

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9h ago3:12

3:12

Fresh news and strategies for traders. SPY Trader episode #1424.Following a Federal Reserve rate cut, the market is undergoing a clear rotation, favoring defensive sectors like Health Care and Real Estate, while megacap tech stocks face pressure and investors pivot toward stability and diversification.…

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Shutdown Lift: Tech Surge and AI Volatility 3:57

2h ago3:57

3:57

Fresh news and strategies for traders. SPY Trader episode #1423.Markets surged dramatically higher as the longest government shutdown on record finally neared resolution, fueling a riskon environment. The Nasdaq led the charge, with the Technology sector (XLK) exploding over 2.5% driven by robust Q3 earnings beats. We discuss the market bifurcation…

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Defensive Playbook: Trading Uncertainty and Rotation 4:13

6h ago4:13

4:13

Fresh news and strategies for traders. SPY Trader episode #1422.The market pulls back from recent highs amid macroeconomic uncertainty and valuation fears, prompting a major sector rotation. We outline strategic moves, shifting from highflying tech to defensive sectors like Financials and Energy, and recommend balanced portfolio diversification.…

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The Inflation Verdict: Defense and Dip Buying 4:15

9h ago4:15

4:15

Fresh news and strategies for traders. SPY Trader episode #1421.The market faces an extremely volatile week, with its direction entirely dependent on crucial inflation reports (CPI and PPI). We analyze the moderately bearish outlook and outline a defensefocused strategy: increasing exposure to resilient sectors like Healthcare (XLV), planning tacti…

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Tech Tumbles, Defense Rallies 4:10

5h ago4:10

4:10

Fresh news and strategies for traders. SPY Trader episode #1420.The market finished a rough week marked by a significant tech selloff (QQQ, XLK) and a decisive shift toward defensive sectors (XLP, XLE). Drivers included geopolitical headwinds for Nvidia, the government shutdown, and plummeting consumer sentiment, confirming a broad riskoff phase re…

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Rotating to Defense: Strategy for the Diverging Market 3:53

9h ago3:53

3:53

Fresh news and strategies for traders. SPY Trader episode #1419.The market faces extreme divergence, with strong corporate fundamentals clashing with macro headwinds and tech valuation fears, sparking a sharp riskoff rotation. We advise investors to adopt a Cautiously Optimistic stance: hedge concentrated growth (shifting from QQQ to VTI), maintain…

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The AI Tumble and the Search for Value 4:56

3h ago4:56

4:56

Fresh news and strategies for traders. SPY Trader episode #1418.This episode analyzes the morning market environment, characterized by a fundamental battle between economic resilience and valuation anxiety. While strong service sector data hints at underlying strength, an intense sector rotation is punishing AI stocks (like SMCI and Palantir) that …

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Tech Plummets, Value Rises: The Great Market Rotation 4:02

7d ago4:02

4:02

Fresh news and strategies for traders. SPY Trader episode #1417.The market is experiencing a massive rotation following a techled selloff fueled by extreme valuation risk (P/E ratios nearing 2000 levels). While the Nasdaq tumbled (PLTR, NVDA leading losses), 83% of S&P 500 companies are beating earnings, signaling strong fundamentals outside of con…

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The Great AI Concentration Risk 4:05

2d ago4:05

4:05

Fresh news and strategies for traders. SPY Trader episode #1416.The market is enjoying an AIfueled boom, but falling futures, extreme valuations, and deteriorating breadth signal major risk. We analyze why this narrow rally is unsustainable and how to diversify away from the megacaps using QQQ, VTI, and XLF.…

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AI Drives the Rally: Chasing Cyclical Growth 4:05

3d ago4:05

4:05

Fresh news and strategies for traders. SPY Trader episode #1415.The US market continues its record rally, propelled by exceptional Q3 corporate earnings, particularly in technology and AI (exemplified by Amazon AWS). Money is rapidly rotating into cyclical growth sectors like Consumer Discretionary, while defensive stocks lag. Despite bullish Fed r…

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Shutdown Volatility: The AI Trade Reckoning 4:01

10d ago4:01

4:01

Fresh news and strategies for traders. SPY Trader episode #1414.A US government shutdown creates a vacuum of official data, shifting the market's focus entirely onto massive technology earnings, particularly AMD and Palantir. We discuss the highstakes 'AI Trade' demands, technical resistance, and tactical positioning for high volatility, including …

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Amazon Surges, Meta Sinks: The AI Spending Test 4:23

11d ago4:23

4:23

Fresh news and strategies for traders. SPY Trader episode #1413.Megacap tech powered the S&P 500 and Nasdaq to strong October gains, largely ignoring the cautious Fed rate cut and the ongoing government shutdown. While Amazon soared on robust cloud growth, Meta plunged after announcing staggering AI capital expenditure plans, signaling investor con…

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Tech Bulls Charge: Amazon Jumps 13% 4:41

12d ago4:41

4:41

Fresh news and strategies for traders. SPY Trader episode #1412.Big Tech earnings, led by Amazon's explosive AWS growth and strong iPhone sales from Apple, drove a powerful rally, ensuring a positive monthly close despite persistent macroeconomic gloom. We analyze the market's split between companyspecific success and structural issues like the ris…

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Fed Cuts, Tech Splits: Navigating Market Divergence 4:29

13d ago4:29

4:29

Fresh news and strategies for traders. SPY Trader episode #1411.The market is navigating extreme volatility and selection following a Fed rate cut and divergent megacap tech earnings. While Nvidia surged to a $5 trillion valuation, confirming the intense concentration in AI growth, stocks like Meta plunged on guidance concerns. Recommendations focu…

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Rate Cuts, Record Highs: Navigating the Market Divergence 4:19

14d ago4:19

4:19

Fresh news and strategies for traders. SPY Trader episode #1410.The market is driven by optimistic momentum ahead of an expected 25 basis point Fed rate cut and relentless AI enthusiasm, pushing the S&P 500 toward record highs. We analyze the massive divergence between soaring Technology stocks (XLK) and lagging defensive sectors, confirming the TI…

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Bull Market Altitude: Rate Cuts and Tech Titans 4:17

15d ago4:17

4:17

Fresh news and strategies for traders. SPY Trader episode #1409.The S&P 500 has surged past 6,800, driven by twin engines: widespread expectations of a Fed rate cut and exceptional corporate earnings, particularly within megacap technology. This highly concentrated rally, fueled by the Magnificent 7 and the AI narrative, pushes valuations well abov…

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The Double Barrel Catalyst: Rates & Earnings 4:38

16d ago4:38

4:38

Fresh news and strategies for traders. SPY Trader episode #1408.This week is defined by dual catalysts: nearfull pricing of a Fed rate cut and the crucial earnings reports from the Magnificent Seven tech giants. Market sentiment is riskon, driving momentum in AIfueled tech and ratesensitive sectors like Utilities and Real Estate (VNQ). We discuss p…

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The Q4 Showdown: Powell vs. The Magnificent Seven 5:46

17d ago5:46

5:46

Fresh news and strategies for traders. SPY Trader episode #1407.The market faces its most volatile week of Q4, driven by the Federal Reserve's rate decision and crucial Q3 earnings from tech giants like Microsoft, Alphabet, and Apple. We analyze the highstakes macroeconomic calendar and provide a trade strategy: OVERWEIGHT growth stocks balanced by…

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Goldilocks Rally: Record Highs Fuel Rate Cut Bets 4:04

18d ago4:04

4:04

Fresh news and strategies for traders. SPY Trader episode #1406.Major indices hit fresh record highs following cooler CPI data, cementing a massive riskon environment and nearly guaranteeing a Federal Reserve rate cut. This 'Goldilocks' scenario is driving strong rotation into growth sectors (Technology) and cyclicals (Financials), with key stocks …

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The Fed Pivot: AI Surges and Energy Explodes 4:21

19d ago4:21

4:21

Fresh news and strategies for traders. SPY Trader episode #1405.The market shows strong resilience following the Federal Reserve's first interest rate cut, boosting technology and AI stocks like Intel. However, geopolitical sanctions cause crude oil and the energy sector to surge. We analyze the dichotomy of rate cuts meeting sticky inflation and o…

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RiskOff Rotation: Geopolitics vs. Rate Cut Hopes 4:03

20d ago4:03

4:03

Fresh news and strategies for traders. SPY Trader episode #1404.The market opens cautiously amid mixed earnings and rising geopolitical risks, sparking a sharp 'riskoff' rotation. Investors are shifting from growth stocks (hit by IBM and Tesla) toward defensive sectors like Health Care and cyclicals like Energy (fueled by sanctions). Strategy focus…

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Goldilocks Rally: Rotation and Rate Cut Hopes 3:52

21d ago3:52

3:52

Fresh news and strategies for traders. SPY Trader episode #1403.The market hits new highs fueled by strong earnings and a dovish Fed, cementing expectations for further rate cuts. We analyze the strong rotation into Cyclicals (like GM and 3M) and outline trading strategies to capitalize on falling rates and maintain a necessary hedge.…

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Apple’s Record Run, Rate Cut Hopes, and Today’s Market Balance 4:12

22d ago4:12

4:12

Fresh news and strategies for traders. SPY Trader episode #1402.The S&P 500 takes a breath after a 1% surge, with futures slightly down despite continued strong corporate earnings and Apple hitting a new record high. We analyze the market's increasingly dovish stance on interest rates, driven by concerns over a slowing labor market and AI displacem…

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Rate Cut Mania: Trading the Fed Pivot Hype 4:30

23d ago4:30

4:30

Fresh news and strategies for traders. SPY Trader episode #1401.The market is rallying aggressively on expectations of imminent, backtoback Fed rate cuts, driving major strength in growth sectors like Technology and Real Estate. This episode dissects the riskon setup, analyzes conflicting inflation data, and provides tactical plays to capitalize on…

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The CPI Countdown: Defense First 3:24

24d ago3:24

3:24

Fresh news and strategies for traders. SPY Trader episode #1400.This week marks a crucial convergence of highstakes economic data and corporate earnings. We face potential market turbulence driven by Friday's critical CPI release, which will test interest rate cut optimism. Prepare for volatility, stay defensive early (overweight XLV), and tactical…

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Tech Roars, Banks Falter: Market Divergence 4:16

25d ago4:16

4:16

Fresh news and strategies for traders. SPY Trader episode #1399.Major indices closed a highly volatile week with solid gains, led by the Nasdaq (2.1%). The market saw sharp divergence: AI/Tech surged following strong TSMC earnings, while renewed regional bank fears hampered Financials. A major driver was the Fed's dovish shift, with Chair Powell hi…

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Defense Wins: Navigating VIX and Bank Woes 4:00

26d ago4:00

4:00

Fresh news and strategies for traders. SPY Trader episode #1398.The market experienced massive volatility with the VIX spiking over 22%, driven primarily by renewed regional banking credit anxieties and the lack of crucial economic data due to the government shutdown. The Fed's hints at further rate cuts underline economic deterioration, leading to…

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Gold Rallies as AI Earnings Outpace Trade Wars 4:02

27d 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

28d 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

29d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M ago3:31

3:31

By Manoj Sharma

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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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…