The Great Rotation: Small Caps Take the Wheel

What this episode covers

Fresh news and strategies for traders. SPY Trader episode #1479. Markets flash a massive riskon signal Tuesday morning as momentum broadens out of narrow megacap leadership and into cyclicals and smallcap names, evidenced by the Russell 2000's strong surge. Geopolitical events are fueling the rotation, specifically the capture of Venezuelan President Maduro, which sends Energy stocks soaring on supply expectations. While AI remains the longterm theme, the immediate trade plan calls for overweighting Financials and Energy, diversifying into small caps, and adding fixed income duration as softer economic data supports the soft landing narrative and anticipated Fed rate cuts.

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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 6, 2026.

What is this episode about?

Fresh news and strategies for traders. SPY Trader episode #1479. Markets flash a massive riskon signal Tuesday morning as momentum broadens out of narrow megacap leadership and into cyclicals and smallcap names, evidenced by the Russell 2000's...

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.

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