EPISODE · Apr 11, 2026 · 4 MIN
Navigating the Valuation Reset: Inflation and Market Shifts
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1574. Host Penny Pincher analyzes a volatile week in the markets following a higherthanexpected 3.3 percent inflation report. The episode explores the rotation from tech and growth stocks into energy and defense sectors, reviews earnings from major players like JPMorgan and NVIDIA, and provides strategic recommendations for defensive hedging using gold and residential REITs.
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1574. Host Penny Pincher analyzes a volatile week in the markets following a higherthanexpected 3.3 percent inflation report. The episode explores the rotation from tech and growth stocks into energy and defense sectors, reviews earnings from major players like JPMorgan and NVIDIA, and provides strategic recommendations for defensive hedging using gold and residential REITs.
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Navigating the Valuation Reset: Inflation and Market Shifts
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