Source Post
Alpha Carney vs Beta Trump, Yen bluff, and Spotlight Company - Sunrun (RUN)
Jan 25, 2026
The creator discusses interest rates, yields, and the banking index, noting that rates are up year-to-date. They also touch on the dollar's performance and President Trump's influence on the Fed. The creator mentions adding to XLU, a defensive sector, and discusses the market's pricing of rate cuts. The video also briefly mentions Sunrun (RUN) as a spotlight company.
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