MoneyMasters Podcast 🎙️ 2/5/26: Stockton on Market Rotation, Tech Stock Weakness, & More

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, I sit down with Katie Stockton, founder and managing partner of Fairlead Strategies, to break down what the charts are really saying about markets in 2026.

Katie explains how technical analysis is shaping her outlook for big tech, software, energy, materials, and small caps – and why market leadership is rotating away from mega-cap tech. She also shares her read on the recent volatility in commodities, including gold and silver, and what the signals suggest for the months ahead.

The conversation covers downside exhaustion in software, improving setups in energy and materials, the case for international markets, and the key support level investors should watch in the S&P 500 Index (^SPX). It’s a practical, chart-driven look at risk, rotation, and opportunity in today’s market.

Reminder: Katie will be speaking at the 2026 MoneyShow Masters Symposium Hollywood Florida, scheduled for April 9-11. Click HERE to register.

Yes, Tech Stocks are Bleeding. But That’s NOT the End of the Story

Everyone is staring at red candles on the charts this week and calling it the end of the bull market. But that’s usually when real opportunities start forming. When fear spreads, trading gets sloppy. And when trading gets sloppy, smart money goes hunting.

Get more on the recent action — and why there’s still room for optimism — in my latest MoneyShow Video Market Minute. 

Our MoneyShow 2026 Top Picks Report: YOUR Stock Market “Shopping List!”

When the going gets tough in markets, smart money goes shopping for bargains. And our MoneyShow 2026 Top Picks Report can be YOUR shopping list!

It’s packed with 68 stocks and ETFs from 39 of our top expert contributors. You’ll find everything from small-cap mining stocks to mega-cap income plays — each designed to maximize your returns in the coming year. To download your FREE copy, simply tap this button…

• Top Picks 2026: Archer Aviation (ACHR)
  👉️ TICKER: ACHR
  Traffic jams in urban centers always prompt thoughts of the Jetsons and their flying cars whisking them to work. Archer Aviation Inc. (ACHR) has emerged as one of the most intriguing ways to play this theme. The company’s strategy is to be a leader for short-haul transportation in metro areas and for military and defense purposes, writes Carl Delfeld, editor of Cabot Explorer.

• Top Pick 2026: Platinum Group Metals Ltd. (PLG)
  👉️ TICKER: PLG
  One of the key trends I see continuing in 2026 is the outperformance of precious metals like gold and silver. But lost in the shuffle has been platinum, which has typically traded at higher prices than gold in recent decades. Accordingly, my top pick for 2026 is Platinum Group Metals Ltd. (PLG), explains Clif Droke, editor of Cabot Turnaround Letter.

🎰 📈 Prime your portfolio for maximum profit in 2026—at the MoneyShow/TradersEXPO Las Vegas! Click HERE to join 100+ experts for three days of education and fun, Feb. 23-25, 2026, at the Paris Las Vegas!