SmallCaps, Tariffs, and the Flight to Safety

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1496. In this January 2026 market update, host Penny Bags discusses the shift from tech dominance toward value and smallcap stocks following new tax legislation. The episode analyzes the impact of international trade tensions on the S&P 500 and provides strategic advice on rotating into defensive healthcare stocks, monitoring smallcap momentum with the IWM ETF, and hedging against inflation with gold.

Episode metadata supplied by the publisher feed · Published Jan 23, 2026

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SmallCaps, Tariffs, and the Flight to Safety

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