The Great Rotation: Gold’s Surge and the Shift to Real Assets episode artwork

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.

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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This episode was published on January 27, 2026.

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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,...

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