The Great Market Rotation: Navigating Records and a Hawkish Fed

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1649. Host Sunny SideUp analyzes the mid2026 market landscape, highlighting a major rotation from tech into bluechip quality stocks. The episode covers record Dow highs, the 'AI Power Crunch' impacting companies like Bloom Energy, and the hawkish tone of new Fed Chair Kevin Warsh, ultimately recommending a 'Barbell Strategy' that balances broad market exposure with financials and defensive gold.

Episode metadata supplied by the publisher feed · Published Jul 3, 2026

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The Great Market Rotation: Navigating Records and a Hawkish Fed

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