Tariffs, Tech, and the Safety Trade

Episode 1492 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Tariffs, Tech, and the Safety Trade" was published on January 19, 2026 and runs 4 minutes.

January 19, 2026 ·4m · The SPY Trader

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Summary

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.

Episode Description

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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