Dana Lyons – Capital Rotation In The US Equity Markets, Commodities and Resource Stocks, Bitcoin, and International Markets episode artwork

EPISODE · Jun 27, 2026 · 34 MIN

Dana Lyons – Capital Rotation In The US Equity Markets, Commodities and Resource Stocks, Bitcoin, and International Markets

from The KE Report · host KE Report

Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his technical insights and trading strategies around general US equity markets, some specific sector ETFS, and then commodities and resources stocks as it relates to oil, gold, silver, copper, rare earths, lithium, bitcoin, international markets, and emerging markets.   He makes the point that many sectors are working, even as mega-cap tech leadership has been rolling over. We discuss portfolio trading strategies, monitoring relative strength, where to sell the rips, and where to buy the dips.   Sectors and ETFs specifically addressed in this conversation:   (RSP) Invesco S&P 500 Equal Weight ETF (RZG) Invesco S&P SmallCap 600 Pure Growth ETF (RFG) Invesco S&P MidCap 400 Pure Growth ETF (FBT) First Trust NYSE Arca Biotech ETF  (FXH) First Trust Health Care AlphaDEX ETF (JETS) US Global Jets ETF (XLE) State Street Energy Select SPDR ETF (OIH) VanEck Oil Services ETF (GLD) SPDR Gold Shares (GDX) VanEck Gold Miners ETF (SLV) iShares Silver Trust (CPER) United States Copper Index (COPJ) Sprott Junior Copper Miners ETF (COPX) Global X Copper Miners ETF (REMX) VanEck Rare Earth/Strategic Metals ETF (LIT) Global X Lithium & Battery Tech ETF (BTC/USD) Bitcoin (EWY) iShares MSCI South Korea ETF (EWT) iShares MSCI Taiwan ETF (EEM) iShares MSCI Emerging Markets ETF (IEMG) iShares Core MSCI Emerging Markets ETF     Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services – https://lyonssharepro.com/     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Episode metadata supplied by the publisher feed · Published Jun 27, 2026

Embed this episode

NOW PLAYING

Dana Lyons – Capital Rotation In The US Equity Markets, Commodities and Resource Stocks, Bitcoin, and International Markets

0:00 34:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The KE Report?

This episode is 34 minutes long.

When was this The KE Report episode published?

This episode was published on June 27, 2026.

Can I download this The KE Report episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!