# From Rotation to Derisking

Page: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/from-rotation-to-derisking
Text version: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/from-rotation-to-derisking.md
Podcast: [RBC's Markets in Motion](https://stenobird.com/podcast/rbc-s-markets-in-motion-617578)
Published: 2026-06-08T17:55:00+00:00
Episode link: https://www.rbccm.com/en/insights/markets-in-motion.page
Audio file: https://episodes.captivate.fm/episode/4262700e-f422-43d1-a214-d02a34191735.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/from-rotation-to-derisking
Duration seconds: 501

## Resource

The big things you need to know: First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and note that risk of a tier 1 / garden variety pullback (5-10% from peak) has risen in the near term. Second, other things that jump out include the recent drop in bitcoin, which supports the idea that risks of a tier 1 pullback have risen, and the sharp drop in Small Caps on Friday on interest rate fears.

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## Transcript

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