Couverture de Rotation, Regulation, & Risk – Markets Find Their Footing to Start 2026: TWSS 10 – 1.12.2026

Rotation, Regulation, & Risk – Markets Find Their Footing to Start 2026: TWSS 10 – 1.12.2026

Rotation, Regulation, & Risk – Markets Find Their Footing to Start 2026: TWSS 10 – 1.12.2026

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Episode 10 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets started the year strong, as we started to see rotation away from mega-cap tech into small-cap stocks. Capital One (COF) is the stock of the week, though political pressure on credit card rates clouds bank earnings. Meanwhile Fed-White House tensions, rising gold, a post-Maduro Venezuelan market surge, and a Paramount-WB battle add volatility.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

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