Hardware, Hikes, and Small Caps: The 2026 Great Rotation
Fresh news and strategies for traders. SPY Trader episode #1650. Host Barnaby Bullmarket analyzes the shifting market landscape as the U.S. celebrates its 250th anniversary. This episode explores the transition from megacap software to AI hardware, the economic boost from the 2026 World Cup, and strategic portfolio adjustments in response to a hawkish Federal Reserve.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.