エピソード

  • Approaching 7,000: AI Reality Checks and Healthcare Shifts

    Approaching 7,000: AI Reality Checks and Healthcare Shifts
    2026/02/03
    Fresh news and strategies for traders. SPY Trader episode #1507. Host Sunny Sideup explores the S&P 500 nearing the 7,000point milestone while the market demands proof of AI profitability. The episode analyzes Microsoft's margin concerns, the mixed landscape of healthcare between Novo Nordisk and insurers, and the Federal Reserve's steady rates. Recommended strategies include a barbell approach with VOO, XLV, and TLT, alongside a focus on selective tech growth like Palantir.
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    4 分
  • Tech Turmoil and the Gold Bubble Pop

    Tech Turmoil and the Gold Bubble Pop
    2026/02/02
    Fresh news and strategies for traders. SPY Trader episode #1506. Markets face a sharp downturn as AI exhaustion hits tech giants and Medicare rate changes crush healthcare insurers. Meanwhile, the Warsh Shock causes gold prices to plummet, signaling a major shift in investor sentiment toward a stronger dollar and selective technology plays.
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    5 分
  • S&P 7,000: Navigating the Tech Gauntlet

    S&P 7,000: Navigating the Tech Gauntlet
    2026/02/01
    Fresh news and strategies for traders. SPY Trader episode #1505. Market analyst Sunny Stockwell discusses the S&P 500 hitting the historic 7,000 milestone, the upcoming 'Big Tech Gauntlet' featuring Alphabet and Amazon earnings, and critical employment data that will test current market valuations.
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    5 分
  • Navigating the January Market Jitters

    Navigating the January Market Jitters
    2026/01/31
    Fresh news and strategies for traders. SPY Trader episode #1504. Host Sunny Sideup reviews the final week of January 2026, detailing the market's reaction to the Federal Reserve's cautious stance on interest rates and mixed earnings from major tech firms. The episode provides strategic recommendations for investors to shift toward quality growth and defensive sectors like healthcare and financials to manage current volatility.
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    5 分
  • Market Moves: Tech Tensions and the New Fed Era

    Market Moves: Tech Tensions and the New Fed Era
    2026/01/30
    Fresh news and strategies for traders. SPY Trader episode #1503. Host Barnaby Bumblebee explores the divergence in tech as Meta surges and Microsoft stumbles, alongside the market impact of Kevin Warsh's nomination as the next Fed Chair. The episode outlines strategic plays for January 2026, including international diversification in emerging markets, shortterm treasuries to hedge against Fed shifts, and the continued relevance of real estate and gold.
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    4 分
  • Milestone Mania: Navigating S&P 7,000 and the Great Rotation

    Milestone Mania: Navigating S&P 7,000 and the Great Rotation
    2026/01/29
    Fresh news and strategies for traders. SPY Trader episode #1502. Host Sunny Sideup explores the S&P 500's historic surge past the 7,000 mark and the significant market shift away from megacap tech giants toward smallcap companies and defensive sectors. The episode covers the Federal Reserve's latest rate pause, recordbreaking gold prices, and recent earnings from Microsoft, Meta, and Tesla, while offering strategic advice on rebalancing portfolios using smallcap ETFs, healthcare stocks, and precious metal hedges.
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    5 分
  • S&P 7,000 and the Fed: Navigating High Stakes Earnings

    S&P 7,000 and the Fed: Navigating High Stakes Earnings
    2026/01/28
    Fresh news and strategies for traders. SPY Trader episode #1501. Benny Barnacle breaks down the current market landscape as the S&P 500 hits the 7,000 mark, discussing the Federal Reserve's rate decision and highprofile earnings from Microsoft, Meta, and Tesla. The episode provides strategic advice on sector rebalancing and identifying value opportunities in healthcare.
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    3 分
  • The Great Rotation: Gold’s Surge and the Shift to Real Assets

    The Great Rotation: Gold’s Surge and the Shift to Real Assets
    2026/01/27
    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.
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    4 分