The Great Rotation: Navigating the Warsh Era

Episode 1521 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "The Great Rotation: Navigating the Warsh Era" was published on February 17, 2026 and runs 3 minutes.

February 17, 2026 ·3m · The SPY Trader

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Summary

Fresh news and strategies for traders. SPY Trader episode #1521. Markets open lower after the holiday as AI disruption hits legacy software stocks, prompting a strategic rotation into energy and industrials. Host Sunny Side discusses the market shift toward the 'Warsh era' at the Fed and outlines a barbell strategy balancing defensive value with highconviction hardware ahead of key earnings from Walmart and NVIDIA.

Episode Description

Fresh news and strategies for traders. SPY Trader episode #1521. Markets open lower after the holiday as AI disruption hits legacy software stocks, prompting a strategic rotation into energy and industrials. Host Sunny Side discusses the market shift toward the 'Warsh era' at the Fed and outlines a barbell strategy balancing defensive value with highconviction hardware ahead of key earnings from Walmart and NVIDIA.

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