The Everything Rotation: Small Caps, Energy, and a Changing Market Leadership
About this episode
Noah Brooks and Chris Needs discuss the evolving market landscape and the performance of various market segments in early 2026.
In episode 55 of The Market Enthusiast, Noah Brooks and Chris Needs break down the evolving market landscape as February gets underway, highlighting the continued rotation reshaping market leadership in early 2026. With the S&P 500 off to a positive start but no longer leading performance, they discuss why small caps, mid caps, international markets, and energy stocks are outperforming while growth and technology stocks lag. The conversation explores what’s driving the “everything rotatio...
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