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PODCAST

The SPY Trader

Welcome to ’The SPY Trader,’ your essential audio resource for trading insights. Broadcasting every few hours, our podcast delivers timely summaries of critical news impacting the markets, expert analysis, and trading recommendations. Whether you’re a seasoned trader or just starting, tune in to stay ahead of market trends and refine your trading strategy with actionable insights. This podcast is AI-generated. Disclaimer: The information provided on ’The SPY Trader’ podcast is for educational

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All Episodes

4:30

Rate Cut Mania: Trading the Fed Pivot Hype

The SPY Trader ·

2025/10/20

Fresh news and strategies for traders. SPY Trader episode #1401. The market is rallying aggressively on expectations of imminent, backtoback Fed rate cuts, driving major strength in growth sectors like Technology and Real Estate. This episode dissects the riskon setup, analyzes conflicting inflation data, and provides tactical plays to capitalize on the anticipated easing cycle, recommending duration (TLT) and ratesensitive sectors (VNQ).

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3:24

The CPI Countdown: Defense First

The SPY Trader ·

2025/10/19

Fresh news and strategies for traders. SPY Trader episode #1400.This week marks a crucial convergence of highstakes economic data and corporate earnings. We face potential market turbulence driven by Friday's critical CPI release, which will test interest rate cut optimism. Prepare for volatility, stay defensive early (overweight XLV), and tactically limit exposure to growth stocks (underweight QQQ) until the inflation outlook is clarified.

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4:16

Tech Roars, Banks Falter: Market Divergence

The SPY Trader ·

2025/10/18

Fresh news and strategies for traders. SPY Trader episode #1399. Major indices closed a highly volatile week with solid gains, led by the Nasdaq (2.1%). The market saw sharp divergence: AI/Tech surged following strong TSMC earnings, while renewed regional bank fears hampered Financials. A major driver was the Fed's dovish shift, with Chair Powell hinting at future rate cuts due to job market concerns, boosting ratesensitive sectors like Real Estate. Strategy recommendations include maintaining

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4:00

Defense Wins: Navigating VIX and Bank Woes

The SPY Trader ·

2025/10/17

Fresh news and strategies for traders. SPY Trader episode #1398. The market experienced massive volatility with the VIX spiking over 22%, driven primarily by renewed regional banking credit anxieties and the lack of crucial economic data due to the government shutdown. The Fed's hints at further rate cuts underline economic deterioration, leading to a strong defensive rotation among investors. Recommended strategies include increasing exposure to defensive sectors (Health Care/XLV), longerduration

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4:02

Gold Rallies as AI Earnings Outpace Trade Wars

The SPY Trader ·

2025/10/16

Fresh news and strategies for traders. SPY Trader episode #1397. Stellar Q3 corporate earnings, led by TSMC and Salesforce, are driving market resilience and pushing tech futures higher, defying a confirmed USChina trade war and an ongoing government shutdown. While AI names like Nvidia remain key buys (QQQ, CRM), geopolitical instability is pushing Gold to a record high, necessitating a core hedge (GLD). The Fed is expected to cut rates as economic momentum slows.

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3:15

Powell Pivots: Gold Hits Record, Financials Surge

The SPY Trader ·

2025/10/15

Fresh news and strategies for traders. SPY Trader episode #1396. The market shows a strong upward bias driven by ratecut optimism following a dovish pivot from Fed Chair Powell, pushing the 10Year yield lower. This upward momentum is counteracting extreme volatility stemming from renewed USChina trade tensions. Q3 earnings are strong in the Financials sector, and market leadership is rotating out of concentrated tech into Financials (XLF) and defensive sectors. Gold (GLD) has surged to a new record

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4:13

The Great Unwind: Trade War Escalation

The SPY Trader ·

2025/10/14

Fresh news and strategies for traders. SPY Trader episode #1395. The market rally completely reverses as USChina trade tensions reescalate, leading to sanctions and a fierce return of riskoff sentiment. Amid a US government data blackout, investors flood safe havens, driving Gold and Silver to record highs while Tech stocks plummet. We outline a barbell strategy emphasizing defensive hedges.

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3:56

Monday Market Whiplash: Trading the CrashtoRally

The SPY Trader ·

2025/10/13

Fresh news and strategies for traders. SPY Trader episode #1394. The market navigates extreme volatility, experiencing a massive Friday crash driven by trade war fears followed by a sharp Monday premarket rebound spurred by deescalation hopes. This episode details a necessary split strategy to capture the current 'riskon' rally in technology (QQQ, XLK) while maintaining crucial defensive hedges (GLD) and positioning for further aggressive Fed rate cuts (TLT). We break down how aggressive Fed policy,

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4:26

Defense First: Trade War Erupts as Earnings Begin

The SPY Trader ·

2025/10/12

Fresh news and strategies for traders. SPY Trader episode #1393.The week kicks off with extreme volatility as Q3 earnings season collides with a severe reescalation of the USChina trade conflict, including new rare earth export controls. We detail a defensive strategy, recommending overweight positions in Utilities and Gold, while cautioning against Tech exposure due to tariff risks and the data vacuum caused by the US government shutdown.

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4:13

Trade War Terror: The Tech Bloodbath

The SPY Trader ·

2025/10/11

Fresh news and strategies for traders. SPY Trader episode #1392. A massive Friday selloff driven by escalating USChina trade tensions and the government shutdown wiped out weekly gains. We analyze why Tech stocks were decimated, the flight to safety (Gold surges), and outline essential defensive sector rotations.

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4:34

AI vs. The Shutdown: Hedging Growth

The SPY Trader ·

2025/10/10

Fresh news and strategies for traders. SPY Trader episode #1391. The market consolidates amid overwhelming AI optimism and serious macro headwinds, including a US government shutdown and rising gold prices. We outline a dual strategy: maintaining core exposure to secular growth (NVDA, QQQ) while actively hedging risks using safehaven assets (GLD) and defensive sectors (XLP).

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4:24

AI Boom vs. Fiscal Chaos: Trading the Bifurcated Market

The SPY Trader ·

2025/10/09

Fresh news and strategies for traders. SPY Trader episode #1390. The market hits record highs driven by the AI boom and tech leadership (AMD, DELL), even as the U.S. government shutdown raises fiscal concerns and gold soars to $4,000. We analyze why the Fed is expected to cut rates and provide a threepart strategy: maintain aggressive exposure to AI leaders (QQQ, XLK), rotate defensively into Utilities (XLU) and bonds (BND), and hold gold (GLD) as political insurance.

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4:01

The Great Rotation: Buying the Tech Dip and Hiding in...

The SPY Trader ·

2025/10/08

Fresh news and strategies for traders. SPY Trader episode #1389. Markets are consolidating after new highs, driven by a sharp rotation out of technology (XLK) and into defensives like Utilities, signaling rising caution. With the Fed signaling continued easing due to a softening labor market, and gold crossing $4,000, the strategy focuses on buying quality growth dips (AMD), overweighting income sectors (UTIL, PEP), and maintaining core hedges (BND, GLD) ahead of today's FOMC Minutes.

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3:31

AI Meltup: Why the Market Ignores the Shutdown

The SPY Trader ·

2025/10/07

Fresh news and strategies for traders. SPY Trader episode #1388. The S&P 500 hits alltime highs despite the ongoing government shutdown, driven by the AI boom (validated by the massive AMD/OpenAI deal) and rate cut optimism. We analyze the 'meltup' scenario, signs of sector rotation into small caps and healthcare, and provide highconviction trades, including AMD and XLV, for navigating market uncertainty.

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4:08

Shutdown ShrugOff: Resilience and the Expected Fed Cut

The SPY Trader ·

2025/10/06

Fresh news and strategies for traders. SPY Trader episode #1387. The market shows remarkable resilience despite the government shutdown and resulting data blackout. Small caps are leading gains while investors rotate defensively into Utilities and Healthcare, anticipating an 89% chance of a 25 basis point Fed rate cut in October. We review strategies for maintaining growth exposure while tactically overweighting defensive sectors and adding fixed income ballast.

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3:52

The Data Blackout: Betting on the Fed

The SPY Trader ·

2025/10/05

Fresh news and strategies for traders. SPY Trader episode #1386.Markets are moderately bullish but highly volatile as a US government shutdown creates a key data blackout. All focus shifts to the FOMC Meeting Minutes on Wednesday for confirmation of rate easing, driven by recent weak jobs data. Strategy favors growth (XLK, QQQ) and tactical bets on dovish Fed (TLT), while cautioning investors against event risk in consumerfacing stocks like PepsiCo (PEP).

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4:17

New Records: Why the Shutdown Couldn’t Stop the Bulls

The SPY Trader ·

2025/10/04

Fresh news and strategies for traders. SPY Trader episode #1385. The market displayed remarkable resilience this week, hitting new record highs across major indices (S&P 500, Dow) despite a U.S. government shutdown. The rally is primarily fueled by a continued dovish outlook from the Federal Reserve, which investors believe will proceed with planned rate cuts through 2026, overriding political instability. Technology and AI sectors remain dominant, but Health Care showed surprising strength

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5:01

AI Highs and the Dovish Fed Pivot

The SPY Trader ·

2025/10/03

Fresh news and strategies for traders. SPY Trader episode #1384. The market is exhibiting robust upward momentum, hitting alltime highs fueled by AI euphoria and the Fed's dovish pivot, which is driving rate cuts and strengthening tech valuations. This episode analyzes the puzzling decoupling of strong GDP growth and minimal labor input, arguing that AIdriven productivity is justifying premium valuations. Key trades include maintaining core growth exposure (QQQ/XLK), overweighting policydriven

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4:28

New Highs & Rate Cut Hopes: The AI Fueling the Bull...

The SPY Trader ·

2025/10/02

Fresh news and strategies for traders. SPY Trader episode #1383. The S&P 500 continues to hit new highs, successfully shrugging off both a government shutdown and discouraging labor data. Market resilience is fueled primarily by the relentless AI boom driving the Technology sector and reinforced expectations of Federal Reserve interest rate cuts. Strong gains were also seen in Health Care due to positive regulatory news. Recommendations focus on maintaining exposure to secular growth (QQQ, NVDA)

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3:51

Q4 Chaos: Navigating Shutdown Risks and Rate Cut...

The SPY Trader ·

2025/10/01

Fresh news and strategies for traders. SPY Trader episode #1382. US stock futures are down sharply as the Q4 market opens under the shadow of a government shutdown, immediately wiping out momentum from a strong Q3. While Q2 GDP was robust, softening labor data (unemployment at 4.3%) is driving the expectation of an interest rate cut next month. The immediate trading strategy calls for a defensive pivot, favoring Health Care (XLV) due to strong earnings and historical resilience, alongside continued

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1,414 results

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