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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

3:51

Fed Week: Will Rates Bring Cash or Coal?

The SPY Trader ·

2025/12/07

Fresh news and strategies for traders. SPY Trader episode #1449. This week hinges entirely on the FOMC's final rate decision of the year. Markets are pricing in an 87% chance of a 25 basis point cut, fueling hopes for a 'Santa Claus Rally.' We examine the key employment (JOLTS, ECI) and inflation (PPI) data supporting this move. Plus, crucial AI checkups via earnings from Adobe, Oracle, and Broadcom. Our trade plan maintains a slightly Overweight equity stance, utilizing QQQ and IWM for tactical

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4:14

The Rate Cut Rally and the Great Rotation

The SPY Trader ·

2025/12/06

Fresh news and strategies for traders. SPY Trader episode #1448.The market is rallying on nearcertainty of a December Fed rate cut following soft PCE data, driving a significant 'Great Rotation.' Leadership is shifting from consolidating megacap tech toward value, small caps, and sectors like Healthcare. We analyze the rotation, Netflix's massive M&A, and provide actionable ways to capitalize on the new market dynamic through ETFs like VTI, XLF, and TLT.

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4:29

The Great Market Rotation: Trading the Fed’s Dilemma

The SPY Trader ·

2025/12/05

Fresh news and strategies for traders. SPY Trader episode #1447.Indices approach alltime highs, masking a significant sector rotation where Value and Healthcare are outperforming MegaCap Growth. As investors anticipate the next Fed rate cut, mixed economic signals —from low jobless claims to high job cuts —complicate the path forward. We provide three strategies to profit from the broadening rally and manage interest rate uncertainty.

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3:58

The Rate Cut Trade: Three ETFs to Buy Now

The SPY Trader ·

2025/12/04

Fresh news and strategies for traders. SPY Trader episode #1446.Amid economic softening, the market anticipates a Fed rate cut. We analyze recent corporate volatility (MDB, BA) and provide three actionable strategies: hold VOO, buy dips in QQQ/XLK, and accumulate TLT for a profitable duration play.

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4:23

Earnings Boom Meets Rate Cut Hopes

The SPY Trader ·

2025/12/03

Fresh news and strategies for traders. SPY Trader episode #1445.The market is tracking higher, fueled by resilient corporate earnings (Marvell, Boeing) and the high probability of an imminent Federal Reserve interest rate cut. While the S&P 500 flirts with new highs, leadership is broadening beyond megacap tech into cyclicals like Industrials (XLI) and Financials (XLF), alongside strong healthcare performance (XLV). The recommended strategy is Growth at a Reasonable Price (GARP) combined with

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4:24

Small Cap Surge: Your Fed Pivot Strategy

The SPY Trader ·

2025/12/02

Fresh news and strategies for traders. SPY Trader episode #1444.The market consolidates recent gains as investors await critical economic data, driven by high certainty (8085%) of a December Fed rate cut. Smallcap stocks surged, signaling renewed risk appetite. We analyze this dovish pivot and outline a strategy balancing core growth (QQQ) with ratesensitive exposure (VNQ, TLT) and international hedging (VXUS) to capitalize on lower borrowing costs and global outperformance.

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4:23

Rate Cuts and Rotation: The December Market Playbook

The SPY Trader ·

2025/12/01

Fresh news and strategies for traders. SPY Trader episode #1443. The script discusses the transition into December 2025 with a bullish outlook primarily driven by an 87% market expectation of a Federal Reserve rate cut, fueling the anticipated Santa Claus rally. While the S&P 500 is strong (up 16% YTD), the focus is shifting from concentrated big tech leadership to a broader market rotation, particularly into quality defensive growth names like Health Care and cyclicals like Financials (XLF)

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0:30

The Earnings/Fed TugofWar

The SPY Trader ·

2025/11/30

Fresh news and strategies for traders. SPY Trader episode #1442.The market closed last week in cautious optimism, driven by strong corporate earnings, especially in Tech. However, this strength is counterbalanced by the Federal Reserve's 'Higher for Longer' interest rate stance, setting up a major tugofwar that defines the week ahead's market moves.

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3:57

Risk On! Why Small Caps Just Crushed the Market

The SPY Trader ·

2025/11/29

Fresh news and strategies for traders. SPY Trader episode #1441. The market experienced a stellar week, posting its best gains since midyear, driven by mounting expectations of an imminent Federal Reserve rate cut following weaker economic data and cooling inflation signals. The rally was led by Small Caps (Russell 2000 up 5.52%), signaling a high 'riskon' appetite among investors. Consumer Discretionary and Technology sectors surged. The episode discusses tactical recommendations, including

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3:37

Fed Pivot Playbook: Growth, Rates, and Hedges

The SPY Trader ·

2025/11/28

Fresh news and strategies for traders. SPY Trader episode #1440.We break down the market's strong close to November, driven by macro data confirming a soft labor market and pricing in an 87% chance of a December Fed rate cut. Discover our 'Growth with a RateSensitive Cyclical Hedge' strategy, advising core tech exposure (QQQ), tactical plays in ratesensitive sectors like Utilities (UTIL), and essential fixedincome ballast (BND) for defense.

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4:03

Risk On: How the Fed Pivot Changes Everything

The SPY Trader ·

2025/11/27

Fresh news and strategies for traders. SPY Trader episode #1439.The S&P 500 and Nasdaq are surging toward alltime highs, fueled by spectacular tech earnings, particularly in AI (Nvidia, Alphabet/Gemini 3), and an 85% market expectation for a December Fed rate cut. This pivot to accommodative policy is boosting growth stocks and ratesensitive sectors. The episode provides a twopronged strategy: maintaining core tech exposure (QQQ, GOOGL) and rotating into beneficiaries of lower rates,

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4:38

Defense and Dips: Positioning for the Fed Pivot

The SPY Trader ·

2025/11/26

Fresh news and strategies for traders. SPY Trader episode #1438.The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strategy: selectively buying quality growth dips, maintaining defensive balance against consumer uncertainty, and building core fixed income to benefit

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4:53

AI Surges, Rates Drop: Tech Takes Flight

The SPY Trader ·

2025/11/25

Fresh news and strategies for traders. SPY Trader episode #1437.The market rebounded sharply (Nasdaq up 2.7%, S&P up 1.6%) fueled by two major catalysts: soaring AI excitement (driven by Alphabet and Broadcom news) and a dramatic shift in Federal Reserve rate cut expectations. This riskon environment led to a heavy rotation into highgrowth technology. We outline trades for QQQ and GOOGL to capture the AI momentum, TLT to hedge the rate cut outlook, and core S&P 500 exposure for

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4:10

The Rate Cut Pivot: Navigating Volatility and the...

The SPY Trader ·

2025/11/24

Fresh news and strategies for traders. SPY Trader episode #1436. This episode covers the market's recent turbulent 5% pullback and the sudden shift in rate expectations, with odds of a December rate cut now exceeding 70% due to a cooling labor market. The dominant theme is a "riskoff" rotation, favoring defensive sectors like Health Care (XLV) over highflying tech stocks (NVDA, XLK), despite strong fundamentals. The game plan suggests a balanced approach, recommending VOO for core holdings, XLV for

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4:20

The ThreeDay Market Squeeze

The SPY Trader ·

2025/11/23

Fresh news and strategies for traders. SPY Trader episode #1435.This episode prepares traders for the highly condensed Thanksgiving trading week, where a full slate of economic data (PPI, Retail Sales) and key tech earnings (Salesforce, cybersecurity stocks) are crammed into just three highimpact days, driving extreme volatility. Recommendations focus on defined risk strategies (QQQ puts), tactical long call spreads on secular growth names (CRWD, ZS), and defensive bond positioning (TLT) ahead of

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5:06

Rates, Rallies, and the Tech Takedown

The SPY Trader ·

2025/11/22

Fresh news and strategies for traders. SPY Trader episode #1434. The market experienced intense volatility, culminating in a massive Friday rally after the New York Fed signaled a potential rate cut. This dovish pivot battles against intense valuation scrutiny in highgrowth technology sectors, prompting traders to look towards defensive rotation and prorate cut cyclicals.

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4:21

Barbell Strategy: Trading the Volatility Roller Coaster

The SPY Trader ·

2025/11/21

Fresh news and strategies for traders. SPY Trader episode #1433.The market experienced extreme whiplash, erasing strong morning gains due to heightened macroeconomic uncertainty. We analyze the divergence between blockbuster earnings (Nvidia's reversal, Walmart's surge) and persistent rate fears, outlining a defensive barbell strategy focusing on essential growth, consumer staples (XLP), and fixed income (BND, TLT) to manage ongoing volatility.

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4:07

Tech Roars Back: Navigating the Macro Fog

The SPY Trader ·

2025/11/20

Fresh news and strategies for traders. SPY Trader episode #1432.US stock futures surge after four losing sessions, led by a blockbuster earnings report from Nvidia, calming AI bubble fears. However, macroeconomic uncertainty persists as a government shutdown leaves the Fed without key inflation and jobs data. We outline a twopronged strategy: how to lean into AI growth while hedging against the data vacuum with defensive sectors.

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4:53

The NVDA Wildcard: Defense Mode Activated

The SPY Trader ·

2025/11/19

Fresh news and strategies for traders. SPY Trader episode #1431.The market is attempting a cautious rebound after four days of selling, with the S&P 500 below its 50day moving average. The primary catalyst today is the highly anticipated Nvidia (NVDA) earnings report after the close, which will determine the immediate direction of the AI trade. Amid mixed retail results suggesting cooling consumer spending, institutional money is rotating out of highvaluation growth sectors (Tech, Consumer

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4:04

Buffett Buys GOOGL as the Market Turns Defensive

The SPY Trader ·

2025/11/18

Fresh news and strategies for traders. SPY Trader episode #1430.Market consolidation is defensive, fueled by weak Q4 GDP estimates (due to the government shutdown) and reduced Fed rate cut probability, causing intense rotation from Technology into Utilities and Healthcare. Warren Buffett's $4.9 billion stake in Alphabet (GOOGL) provides a strong countercatalyst in the tech space. Investors are advised to maintain a defensive posture via UTIL and XLV, while treating GOOGL as a selective buy based on

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1,482 results

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