Tech Roars Back: Navigating the Macro Fog

Episode 1432 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Tech Roars Back: Navigating the Macro Fog" was published on November 20, 2025 and runs 4 minutes.

November 20, 2025 ·4m · The SPY Trader

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Summary

Fresh news and strategies for traders. SPY Trader episode #1432. US stock futures surge after four losing sessions, led by a blockbuster earnings report from Nvidia, calming AI bubble fears. However, macroeconomic uncertainty persists as a government shutdown leaves the Fed without key inflation and jobs data. We outline a twopronged strategy: how to lean into AI growth while hedging against the data vacuum with defensive sectors.

Episode Description

Fresh news and strategies for traders. SPY Trader episode #1432. US stock futures surge after four losing sessions, led by a blockbuster earnings report from Nvidia, calming AI bubble fears. However, macroeconomic uncertainty persists as a government shutdown leaves the Fed without key inflation and jobs data. We outline a twopronged strategy: how to lean into AI growth while hedging against the data vacuum with defensive sectors.

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