Next Day Prep: Tech Sinks, Defensive Rotation Rises –...
The episode's theme is a recap of the market activity on a Friday following a strong month, focusing on tech, sectors, earnings, macro data, and trading opportunities for the upcoming week.(00:00) Opening: Recap of Friday's Market Activity (00:23) Market Fatigue Post-Bull Run (01:07) Tech Sector Struggles (01:46) Defensive Sector Rotation (02:14) Resilience of Risk-On Trend (02:51) Macro Review and Market Responses (03:34) Fed's Rate Cut Expectations and Impact (04:04) Earnings Highlights and
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