Sift Stack

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

26:56

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…