Episode Details
Back to EpisodesThe Great Rotation: Navigating Tech Fatigue and New Tariffs
Season 1
Episode 1670
Published 2 months, 2 weeks ago
Description
Fresh news and strategies for traders. SPY Trader episode #1670.
In this episode, Sunny Sideup analyzes the market's shift from highgrowth technology toward value and defensive sectors. While the Dow hit new heights driven by financials, tech struggled with AI fatigue and disappointing hardware earnings. The discussion covers the impact of new international tariffs, rising oil prices amid geopolitical tensions, and strategic advice on rotating into financials, hedging with gold, and exercising caution with international ETFs.