EPISODE · Jan 19, 2026 · 4 MIN
Tariffs, Tech, and the Safety Trade
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1492. Geopolitical tariffs slam futures, pushing Gold (GLD) to record highs. We analyze the tugofwar between this risk and explosive AI growth, highlighted by Alphabet's $4T valuation. The Fed remains cautious as inflation persists. Tactical recommendations focus on buying dips (VOO), staying overweight in Tech (QQQ), and using GLD as a geopolitical hedge.
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1492. Geopolitical tariffs slam futures, pushing Gold (GLD) to record highs. We analyze the tugofwar between this risk and explosive AI growth, highlighted by Alphabet's $4T valuation. The Fed remains cautious as inflation persists. Tactical recommendations focus on buying dips (VOO), staying overweight in Tech (QQQ), and using GLD as a geopolitical hedge.
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Tariffs, Tech, and the Safety Trade
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