EPISODE · Jan 27, 2026 · 4 MIN
The Great Rotation: Gold’s Surge and the Shift to Real Assets
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1500. Investors are pivoting from tech into defensive sectors and real assets as gold hits record highs above $5,000. While the S&P 500 stalls, the Great Rotation favors international funds, basic materials, and smallcap value in response to geopolitical tensions and evolving Fed policies.
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The Great Rotation: Gold’s Surge and the Shift to Real Assets
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