RiskOff, Rotation On episode artwork

EPISODE · Jan 20, 2026 · 4 MIN

RiskOff, Rotation On

from The SPY Trader · host Manoj Sharma

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).

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).

NOW PLAYING

RiskOff, Rotation On

0:00 4:29

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The SPY Trader?

This episode is 4 minutes long.

When was this The SPY Trader episode published?

This episode was published on January 20, 2026.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The SPY Trader episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!