))
The Great Rotation: Moving Beyond Big Tech
Manage episode 524519779 series 3577695
Content provided by Manoj Sharma. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Manoj Sharma or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Fresh news and strategies for traders. SPY Trader episode #1458. The market is experiencing a significant rotation, shifting leadership away from the 'Magnificent Seven' megacap tech stocks toward smallcap and cyclical sectors like Financials and Industrials. As AI stocks face margin pressure and the Fed signals potential rate cuts, this episode outlines a tactical playbook: broaden exposure (VTI), overweight cyclicals (XLI, XLF), and hedge volatility with defensive fixed income (AGG, BND).
…
continue reading
509 episodes
Share
