Fed Cuts & AI Gains: The New Investment Playbook

from The SPY Trader · host Manoj Sharma

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), quality defensives, and longterm duration (TLT) to navigate this latecycle environment.

Episode metadata supplied by the publisher feed · Published Sep 30, 2025

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Fed Cuts & AI Gains: The New Investment Playbook

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