Defense and Dips: Positioning for the Fed Pivot

Episode 1438 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Defense and Dips: Positioning for the Fed Pivot" was published on November 26, 2025 and runs 4 minutes.

November 26, 2025 ·4m · The SPY Trader

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Summary

Fresh news and strategies for traders. SPY Trader episode #1438. The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strategy: selectively buying quality growth dips, maintaining defensive balance against consumer uncertainty, and building core fixed income to benefit from the anticipated bond rally.

Episode Description

Fresh news and strategies for traders. SPY Trader episode #1438. The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strategy: selectively buying quality growth dips, maintaining defensive balance against consumer uncertainty, and building core fixed income to benefit from the anticipated bond rally.

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