{"id":238693,"date":"2026-02-04T11:31:45","date_gmt":"2026-02-04T16:31:45","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=238693"},"modified":"2026-03-02T16:57:33","modified_gmt":"2026-03-02T21:57:33","slug":"sector-rotation-takes-the-wheel","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/","title":{"rendered":"Sector Rotation Takes the Wheel"},"content":{"rendered":"\n<p>Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.<\/p>\n\n\n\n<iframe title=\"Sector Rotation Takes the Wheel\" allowtransparency=\"true\" height=\"150\" width=\"100%\" style=\"border: none; min-width: min(100%, 430px);height:150px;\" scrolling=\"no\" data-name=\"pb-iframe-player\" src=\"https:\/\/www.podbean.com\/player-v2\/?i=bx2zr-1a38b30-pb&#038;from=pb6admin&#038;share=1&#038;download=1&#038;rtl=0&#038;fonts=Arial&#038;skin=1b1b1b&#038;font-color=ffffff&#038;logo_link=episode_page&#038;btn-skin=c73a3a\" loading=\"lazy\"><\/iframe>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-ibkr-podcasts-ep-350\">Summary \u2013 IBKR Podcasts Ep. 350<\/h2>\n\n\n\n<p id=\"h-\"><em>The following is a summary of a live audio recording and may contain errors in spelling or grammar. Although IBKR has edited for clarity no material changes have been made<\/em>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>Hey everyone. This is Jeff Praissman with the Interactive Brokers Podcast.&nbsp;It\u2019s&nbsp;my pleasure to welcome back to the podcast studio Scott Bauer from Prosper Trading Academy. Hey Scott, how are&nbsp;you?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>Jeff, I am great. Yourself?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-0\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>Just trying to stay warm, Scott. Just trying to stay warm.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-0\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>Exactly.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-1\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>No, we love you coming in here, and we usually get to see you a couple Wednesdays a month for a market update, in which, for our listeners who aren\u2019t aware, we do a quick five- to seven-minute podcast just on the week we just passed through and what\u2019s ahead\u2014and today\u2019s no different. Scott,&nbsp;we\u2019re&nbsp;busy right now, but looking back at last week\u2019s trading activities, what were some of the biggest drivers behind the market moves, and were they more sentiment-driven or data-driven?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-1\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>I think a little of both, quite honestly. And to me, what really set things in motion was the Fed and war, and just the whole backdrop there\u2014that, you know, maybe because he has been a little bit more hawkish in the&nbsp;past,&nbsp;maybe rates are not going to be coming down anytime soon.&nbsp;So&nbsp;we\u2019ve seen that in the 10-year, and rates&nbsp;actually&nbsp;moving higher. And I think because of that,&nbsp;it\u2019s&nbsp;put a little bit of concern into the market, especially on the tech side of things, where we started to see that sector rotation out of it.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-2\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>Yeah. And a lot of tech earnings coming out, and&nbsp;I think they&nbsp;come out today, because I saw&nbsp;they\u2019re&nbsp;down 10%, so&nbsp;I\u2019m\u2014&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-2\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>Yeah, Palantir was two days ago.&nbsp;I think it&nbsp;had a nice pop&nbsp;yesterday, but&nbsp;giving it back today.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-3\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>But anyway, earnings season is in full swing. Scott, which sectors&nbsp;surprised to&nbsp;the upside, and which ones, in general, have fallen short of expectations?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-3\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>This whole sector rotation is in place, so big tech has fallen short.&nbsp;I\u2019m&nbsp;not so sure that the results or guidance have fallen short, but stock performance certainly has. The latest one is AMD, which just came on, and we obviously saw what happened with Microsoft.&nbsp;Many of the others\u2014we get Alphabet after the close today, and&nbsp;I\u2019m&nbsp;actually very&nbsp;bullish on Alphabet, so&nbsp;we\u2019ll&nbsp;see what happens there.&nbsp;So&nbsp;a lot of the big tech names have taken a nice hit. Look at even, in the payment space, PayPal. PayPal just got annihilated. And again, when you dive into some of these reports, they&nbsp;don\u2019t&nbsp;seem to be so bad.&nbsp;On the upside,&nbsp;we\u2019re&nbsp;seeing stocks like Caterpillar, and even some of the banks that have been&nbsp;pretty strong&nbsp;recently and&nbsp;still continuing\u2014the banks: JP and Goldman recovered after the sell-off, Capital One. So those are the areas that have shown some strength after earnings.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-4\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>And with geopolitical tensions and central bank commentary in the mix, how are institutional investors positioning themselves for the week ahead?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-4\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>I think very cautiously.&nbsp;It\u2019s&nbsp;so funny because over the last couple&nbsp;days, if you followed the market movement and if you followed the VIX intraday, boy, it has been just&nbsp;spot&nbsp;on with how quickly the market has moved.&nbsp;So&nbsp;I think&nbsp;there\u2019s&nbsp;a lot\u2014again, I go back to saying\u2014there\u2019s&nbsp;a lot of concern even on the institutional side that things are happening so, so quickly.&nbsp;So&nbsp;I am seeing a lot of&nbsp;upside&nbsp;versus call buying from the institutional side. And&nbsp;I think people and big firms&nbsp;are just positioning\u2014not for anything catastrophic to the downside\u2014but&nbsp;listen,&nbsp;it\u2019s&nbsp;been a while since&nbsp;we\u2019ve&nbsp;seen a percent correction or so, which is normal for the marketplace. And I think&nbsp;maybe we\u2019re&nbsp;starting to see some positioning for that.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-5\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>And what key events or data releases are people looking out for over the next five days or so?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-5\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>With the delay of JOLTS and the delay of the January non-farm payrolls, if we get them next week, the anticipation is we might get them next week instead.&nbsp;That\u2019s&nbsp;going to be the big one. That is going to be the key economic driver for the marketplace.&nbsp;We\u2019re&nbsp;getting a little bit towards the backside of earnings, so yes, I mentioned that we still have&nbsp;Google&nbsp;and we have Amazon, so people are going to be looking at that as well. But&nbsp;I really think the focus&nbsp;is going to be on the data that we see about the jobs market, because we know how intertwined that is with rates, the Fed, and quite frankly, where the entire economy is going.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-6\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>Scott, this has been great, as always. For our listeners, you can find more from Scott at prospertrading.com or on our website. Go to IBKR.com, go to Education\u2014you can find past podcasts as well as webinars. Scott, thanks again,&nbsp;and&nbsp;see you in a couple&nbsp;weeks.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scott-bauer-6\"><strong>Scott Bauer<\/strong><\/h3>\n\n\n\n<p>Thank you, Jeff.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-jeff-praissman-7\"><strong>Jeff Praissman<\/strong><\/h3>\n\n\n\n<p>All right!&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next. Summary \u2013 IBKR Podcasts [&hellip;]<\/p>\n","protected":false},"author":914,"featured_media":239701,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[10842,13857],"tags":[2255,2397,3221,446,1527,19480,8950,850,5273,3598,10995,18118,12209,4919,317],"contributors-categories":[13576,16315],"class_list":{"0":"post-238693","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ibkr-podcasts","8":"category-podcasts","9":"tag-bond-yields","10":"tag-earnings-season","11":"tag-economic-data","12":"tag-federal-reserve","13":"tag-financial-stocks","14":"tag-ibkr-podcast","15":"tag-institutional-investors","16":"tag-interest-rates","17":"tag-investing-strategies","18":"tag-market-outlook","19":"tag-market-volatility","20":"tag-sector-rotation","21":"tag-stock-market-today","22":"tag-tech-stocks","23":"tag-vix","24":"contributors-categories-interactive-brokers","25":"contributors-categories-prosper-trading-academy"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Sector Rotation Takes the Wheel | IBKR Podcasts<\/title>\n<meta name=\"description\" content=\"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/238693\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sector Rotation Takes the Wheel | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus US\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-04T16:31:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-02T21:57:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"563\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jeff Praissman\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jeff Praissman\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\\\/\\\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"NewsArticle\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#article\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/\"\n\t            },\n\t            \"author\": {\n\t                \"name\": \"Jeff Praissman\",\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/person\\\/f47d7b3d455b7dd41e4b36f95ea08ba4\"\n\t            },\n\t            \"headline\": \"Sector Rotation Takes the Wheel\",\n\t            \"datePublished\": \"2026-02-04T16:31:45+00:00\",\n\t            \"dateModified\": \"2026-03-02T21:57:33+00:00\",\n\t            \"mainEntityOfPage\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/\"\n\t            },\n\t            \"wordCount\": 1051,\n\t            \"commentCount\": 0,\n\t            \"publisher\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#primaryimage\"\n\t            },\n\t            \"thumbnailUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2026\\\/02\\\/midweekpod20260204newcoverimage.jpg\",\n\t            \"keywords\": [\n\t                \"bond yields\",\n\t                \"earnings season\",\n\t                \"economic data\",\n\t                \"Federal Reserve\",\n\t                \"financial stocks\",\n\t                \"IBKR podcast\",\n\t                \"institutional investors\",\n\t                \"interest rates\",\n\t                \"investing strategies\",\n\t                \"market outlook\",\n\t                \"market volatility\",\n\t                \"sector rotation\",\n\t                \"stock market today\",\n\t                \"tech stocks\",\n\t                \"VIX\"\n\t            ],\n\t            \"articleSection\": [\n\t                \"IBKR Podcasts\",\n\t                \"Podcasts\"\n\t            ],\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"CommentAction\",\n\t                    \"name\": \"Comment\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#respond\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/\",\n\t            \"name\": \"Sector Rotation Takes the Wheel | IBKR Campus US\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\"\n\t            },\n\t            \"primaryImageOfPage\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#primaryimage\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#primaryimage\"\n\t            },\n\t            \"thumbnailUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2026\\\/02\\\/midweekpod20260204newcoverimage.jpg\",\n\t            \"datePublished\": \"2026-02-04T16:31:45+00:00\",\n\t            \"dateModified\": \"2026-03-02T21:57:33+00:00\",\n\t            \"description\": \"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.\",\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"ReadAction\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"ImageObject\",\n\t            \"inLanguage\": \"en-US\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/podcasts\\\/ibkr-podcasts\\\/sector-rotation-takes-the-wheel\\\/#primaryimage\",\n\t            \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2026\\\/02\\\/midweekpod20260204newcoverimage.jpg\",\n\t            \"contentUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2026\\\/02\\\/midweekpod20260204newcoverimage.jpg\",\n\t            \"width\": 1000,\n\t            \"height\": 563\n\t        },\n\t        {\n\t            \"@type\": \"WebSite\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t            \"name\": \"IBKR Campus US\",\n\t            \"description\": \"Financial Education from Interactive Brokers\",\n\t            \"publisher\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\"\n\t            },\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"SearchAction\",\n\t                    \"target\": {\n\t                        \"@type\": \"EntryPoint\",\n\t                        \"urlTemplate\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/?s={search_term_string}\"\n\t                    },\n\t                    \"query-input\": {\n\t                        \"@type\": \"PropertyValueSpecification\",\n\t                        \"valueRequired\": true,\n\t                        \"valueName\": \"search_term_string\"\n\t                    }\n\t                }\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        },\n\t        {\n\t            \"@type\": \"Organization\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\",\n\t            \"name\": \"Interactive Brokers\",\n\t            \"alternateName\": \"IBKR\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t            \"logo\": {\n\t                \"@type\": \"ImageObject\",\n\t                \"inLanguage\": \"en-US\",\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\",\n\t                \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t                \"contentUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t                \"width\": 669,\n\t                \"height\": 669,\n\t                \"caption\": \"Interactive Brokers\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\"\n\t            },\n\t            \"publishingPrinciples\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/about-ibkr-campus\\\/\",\n\t            \"ethicsPolicy\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/cyber-security-notice\\\/\"\n\t        },\n\t        {\n\t            \"@type\": \"Person\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/person\\\/f47d7b3d455b7dd41e4b36f95ea08ba4\",\n\t            \"name\": \"Jeff Praissman\",\n\t            \"description\": \"Jeff Praissman is the Sr. Trading Education Specialist at Interactive Brokers (IBKR). Jeff began his career on the floor of the Philadelphia Stock Exchange trading equity options and moved on to a risk management role for both U.S and Brazilian portfolios. He continued his career as a Sr. Financial Analyst and holds an MBA in Finance from Temple University. Jeff writes option related articles, presents webinars, and podcasts and helps educate investors and clients via IBKR\u2019s Traders\u2019 Academy within the IBKR Campus.\",\n\t            \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/author\\\/jeff-praissman\\\/\"\n\t        }\n\t    ]\n\t}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Sector Rotation Takes the Wheel | IBKR Podcasts","description":"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/238693\/","og_locale":"en_US","og_type":"article","og_title":"Sector Rotation Takes the Wheel | IBKR Campus US","og_description":"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.","og_url":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/","og_site_name":"IBKR Campus US","article_published_time":"2026-02-04T16:31:45+00:00","article_modified_time":"2026-03-02T21:57:33+00:00","og_image":[{"width":1000,"height":563,"url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","type":"image\/jpeg"}],"author":"Jeff Praissman","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Jeff Praissman","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#article","isPartOf":{"@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/"},"author":{"name":"Jeff Praissman","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/person\/f47d7b3d455b7dd41e4b36f95ea08ba4"},"headline":"Sector Rotation Takes the Wheel","datePublished":"2026-02-04T16:31:45+00:00","dateModified":"2026-03-02T21:57:33+00:00","mainEntityOfPage":{"@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/"},"wordCount":1051,"commentCount":0,"publisher":{"@id":"https:\/\/ibkrcampus.com\/campus\/#organization"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#primaryimage"},"thumbnailUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","keywords":["bond yields","earnings season","economic data","Federal Reserve","financial stocks","IBKR podcast","institutional investors","interest rates","investing strategies","market outlook","market volatility","sector rotation","stock market today","tech stocks","VIX"],"articleSection":["IBKR Podcasts","Podcasts"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/","url":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/","name":"Sector Rotation Takes the Wheel | IBKR Campus US","isPartOf":{"@id":"https:\/\/ibkrcampus.com\/campus\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#primaryimage"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#primaryimage"},"thumbnailUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","datePublished":"2026-02-04T16:31:45+00:00","dateModified":"2026-03-02T21:57:33+00:00","description":"Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what\u2019s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.com\/campus\/podcasts\/ibkr-podcasts\/sector-rotation-takes-the-wheel\/#primaryimage","url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","contentUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","width":1000,"height":563},{"@type":"WebSite","@id":"https:\/\/ibkrcampus.com\/campus\/#website","url":"https:\/\/ibkrcampus.com\/campus\/","name":"IBKR Campus US","description":"Financial Education from Interactive Brokers","publisher":{"@id":"https:\/\/ibkrcampus.com\/campus\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibkrcampus.com\/campus\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ibkrcampus.com\/campus\/#organization","name":"Interactive Brokers","alternateName":"IBKR","url":"https:\/\/ibkrcampus.com\/campus\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/","url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","contentUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","width":669,"height":669,"caption":"Interactive Brokers"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/"},"publishingPrinciples":"https:\/\/www.interactivebrokers.com\/campus\/about-ibkr-campus\/","ethicsPolicy":"https:\/\/www.interactivebrokers.com\/campus\/cyber-security-notice\/"},{"@type":"Person","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/person\/f47d7b3d455b7dd41e4b36f95ea08ba4","name":"Jeff Praissman","description":"Jeff Praissman is the Sr. Trading Education Specialist at Interactive Brokers (IBKR). Jeff began his career on the floor of the Philadelphia Stock Exchange trading equity options and moved on to a risk management role for both U.S and Brazilian portfolios. He continued his career as a Sr. Financial Analyst and holds an MBA in Finance from Temple University. Jeff writes option related articles, presents webinars, and podcasts and helps educate investors and clients via IBKR\u2019s Traders\u2019 Academy within the IBKR Campus.","url":"https:\/\/www.interactivebrokers.com\/campus\/author\/jeff-praissman\/"}]}},"jetpack_featured_media_url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/midweekpod20260204newcoverimage.jpg","_links":{"self":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts\/238693","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/users\/914"}],"replies":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/comments?post=238693"}],"version-history":[{"count":0,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts\/238693\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/media\/239701"}],"wp:attachment":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/media?parent=238693"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/categories?post=238693"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/tags?post=238693"},{"taxonomy":"contributors-categories","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/contributors-categories?post=238693"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}