Navigating the Warsh Shock and the Tech Rotation
Episode 1522 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Navigating the Warsh Shock and the Tech Rotation" was published on February 18, 2026 and runs 3 minutes.
February 18, 2026 ·3m · The SPY Trader
Summary
Fresh news and strategies for traders. SPY Trader episode #1522. In this market update, Barnaby Bull discusses the impact of Kevin Warsh's Fed nomination, the $1.3 trillion rotation out of big tech, and strategic recommendations for international diversification and AI infrastructure winners.
Episode Description
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