# Stock Market Rotation 2025: AI Pullback & Government Shutdown Impact

Page: https://stenobird.com/podcast/protect-your-assets-market-briefing-5291628/stock-market-rotation-2025-ai-pullback-government-shutdown-impact
Text version: https://stenobird.com/podcast/protect-your-assets-market-briefing-5291628/stock-market-rotation-2025-ai-pullback-government-shutdown-impact.md
Podcast: [Protect Your Assets Market Briefing](https://stenobird.com/podcast/protect-your-assets-market-briefing-5291628)
Published: 2025-11-17T21:24:33+00:00
Episode link: https://protectyourassetsmarketbriefing.podbean.com/e/stock-market-rotation-2025-ai-pullback-government-shutdown-impact/
Audio file: https://mcdn.podbean.com/mf/web/2ant99hakrppqh3x/111725-MARKET_BRIEF_V2buhkt.mp3
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JSON: https://stenobird.com/v1/public/podcasts/protect-your-assets-market-briefing-5291628/episodes/stock-market-rotation-2025-ai-pullback-government-shutdown-impact
Duration seconds: 432

## Resource

Stay informed on the latest stock market rotation trends as David Hollander breaks down how the market reacted after the U.S. government shutdown. He reviews weekly performance across the Dow, S&P 500, Nasdaq, international markets, and the 10-year Treasury—plus what rising ACA healthcare costs and renewed government activity may mean for consumers heading into 2025. David also discusses the recent cooling in technology and AI stocks, the impact of rising corporate debt, and why some investors may be taking profits before year-end. 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/

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## Transcript

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