RiskOff, Rotation On

Episode 1493 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "RiskOff, Rotation On" was published on January 20, 2026 and runs 4 minutes.

January 20, 2026 ·4m · The SPY Trader

0:00 / 0:00

Summary

Fresh news and strategies for traders. SPY Trader episode #1493. Geopolitical noise and rising 10year yields are driving a riskoff sentiment. However, a major market rotation is underway: Small Caps, Materials, and Industrials are surging while Big Tech lags. We detail the barbell strategy needed to navigate this shift, emphasizing cyclicals (IWM, XLI) and precious metals (GLD).

Episode Description

Fresh news and strategies for traders. SPY Trader episode #1493. Geopolitical noise and rising 10year yields are driving a riskoff sentiment. However, a major market rotation is underway: Small Caps, Materials, and Industrials are surging while Big Tech lags. We detail the barbell strategy needed to navigate this shift, emphasizing cyclicals (IWM, XLI) and precious metals (GLD).

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