Small Cap Surge: Your Fed Pivot Strategy
Episode 1444 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Small Cap Surge: Your Fed Pivot Strategy" was published on December 2, 2025 and runs 4 minutes.
December 2, 2025 ·4m · The SPY Trader
Summary
Fresh news and strategies for traders. SPY Trader episode #1444. The market consolidates recent gains as investors await critical economic data, driven by high certainty (8085%) of a December Fed rate cut. Smallcap stocks surged, signaling renewed risk appetite. We analyze this dovish pivot and outline a strategy balancing core growth (QQQ) with ratesensitive exposure (VNQ, TLT) and international hedging (VXUS) to capitalize on lower borrowing costs and global outperformance.
Episode Description
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