Election Eve Jitters: Navigating the Pivot from Tech to Value

Podcast: The SPY Trader · Manoj Sharma

Opublikowano: 2026-11-02

Fresh news and strategies for traders. SPY Trader episode #1771. In this market update, host Barnaby Bullmarket explores the current riskoff sentiment ahead of the U.S. midterm elections. The episode breaks down the recent Nasdaq decline, the surge in healthcare stocks, and why investors are rotating away from AIheavy tech names into defensive sectors like bonds and gold. Key insights include the impact of 3.7% inflation and strategies for rebalancing portfolios with XLV and VOO while waiting for political and economic clarity.