TG Watkins - Navigating Market Rotation: Tech Selloff, Defensive Traps, and Gold Consolidation

Podcast: The KE Report · KE Report

Opublikowano: 2026-10-19

In this Daily Editorial, Cory and Shad sit down with TG Watkins, Director of Stocks at Simpler Trading and editor of The Profit Pilot, to break down sharp shifts occurring beneath the surface of the broader market. Navigating Market Rotation and Tech Weakness: The broader indices are masking significant underlying moves as capital rotates rapidly out of high-flying technology names and into defensive havens. The AI Trade and Credit Jitters: Emerging balance sheet concerns, debt load pressures, and IPO hesitation are raising questions about whether tech is facing a standard pullback or a deeper valuation bubble. Tactical Technical...