The Great Rotation: Buying the Tech Dip episode artwork

EPISODE · Jan 15, 2026 · 4 MIN

The Great Rotation: Buying the Tech Dip

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1488. A tech selloff, fueled by geopolitical restrictions on chips, drives a market rotation into defensive sectors like Energy and Consumer Staples. We analyze the soft landing macro environment, discuss positive AI guidance from TSMC, and provide tactical recommendations for buying the recent QQQ decline and increasing fixed income exposure ahead of potential rate cuts.

Fresh news and strategies for traders. SPY Trader episode #1488. A tech selloff, fueled by geopolitical restrictions on chips, drives a market rotation into defensive sectors like Energy and Consumer Staples. We analyze the soft landing macro environment, discuss positive AI guidance from TSMC, and provide tactical recommendations for buying the recent QQQ decline and increasing fixed income exposure ahead of potential rate cuts.

NOW PLAYING

The Great Rotation: Buying the Tech Dip

0:00 4:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The SPY Trader?

This episode is 4 minutes long.

When was this The SPY Trader episode published?

This episode was published on January 15, 2026.

What is this episode about?

Fresh news and strategies for traders. SPY Trader episode #1488. A tech selloff, fueled by geopolitical restrictions on chips, drives a market rotation into defensive sectors like Energy and Consumer Staples. We analyze the soft landing macro...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The SPY Trader episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!