Market Rotation: Is Leadership Shifting Away from Tech Stocks?

Market Rotation: Is Leadership Shifting Away from Tech Stocks?

June 29, 2026 · 5 min · Episode 238

About this episode

This episode discusses the shift in market leadership away from technology stocks and the factors influencing this change.

Market rotation is taking center stage as technology stocks pull back and investors look beyond the Magnificent Seven. In this market briefing, David Hollander explains what's driving the recent shift in market leadership, how lower oil prices and Treasury yields are influencing investor sentiment, and why small-cap and international stocks have started to outperform. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

People in this episode

Host: David Hollander

Topics covered

Mentioned in this episode

Organizations: Liberty Group, Magnificent Seven

Places: international, small-cap

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