The Great Rotation: Gold’s Surge and the Shift to Real Assets
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.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.