{"podcast":{"title":"The KE Report","slug":"the-ke-report-5642261","podcast_index_feed_id":5642261,"rss_url":"https://feed.podbean.com/kereport/feed.xml","website_url":"https://kereport.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/14667883/Ker_Logo_Large_8k5wed.jpg","author":"KE Report","episode_count":100,"summary":"The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.","last_synced_at":"2026-07-07T00:17:40.068815+00:00","page_url":"https://stenobird.com/podcast/the-ke-report-5642261"},"episode":{"title":"Dana Lyons – Capital Rotation In The US Equity Markets, Commodities and Resource Stocks, Bitcoin, and International Markets","slug":"dana-lyons-capital-rotation-in-the-us-equity-markets-commodities-and-resource-stocks-bitcoin-and-international-markets","published_at":"2026-06-27T02:38:27+00:00","page_url":"https://stenobird.com/podcast/the-ke-report-5642261/dana-lyons-capital-rotation-in-the-us-equity-markets-commodities-and-resource-stocks-bitcoin-and-international-markets","show_page_url":"https://stenobird.com/podcast/the-ke-report-5642261","url":"https://kereport.podbean.com/e/dana-lyons-%e2%80%93-capital-rotation-in-the-us-equity-markets-commodities-and-resource-stocks-bitcoin-and-international-markets/","audio_url":"https://mcdn.podbean.com/mf/web/ym3387kpugmjbrep/2026-06-26_-_Dana_Lyons6vlm1.mp3","summary":"Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his technical insights and trading strategies around general US equity markets, some specific sector ETFS, and then commodities and resources stocks as it relates to oil, gold, silver, copper, rare earths, lithium, bitcoin, international markets, and emerging markets. He makes the point that many sectors are working, even as mega-cap tech leadership has been rolling over. We discuss portfolio trading strategies, monitoring relative strength, where to sell the rips, and where to buy the dips. Sectors and ETFs specifically addressed in this conversation: (RSP) Invesco S&P 500 Equal Weight ETF (RZG) Invesco S&P SmallCap 600 Pure Growth ETF (RFG) Invesco S&P MidCap 400 Pure Growth ETF (FBT) First Trust NYSE Arca Biotech ETF (FXH) First Trust Health Care AlphaDEX ETF (JETS) US Global Jets ETF (XLE) State Street Energy Select SPDR ETF (OIH) VanEck Oil Services ETF (GLD) SPDR Gold Shares (GDX) VanEck Gold Miners ETF (SLV) iShares Silver Trust (CPER) United States Copper Index (COPJ) Sprott Junior Copper Miners ETF (COPX) Global X Copper Miners ETF (REMX) VanEck Rare Earth/Strategic Metals ETF (LIT) Global X Lithium & Battery Tech ETF (BTC/USD) Bitcoin (EWY) iShares MSCI South Korea ETF (EWT) iShares MSCI Taiwan ETF (EEM) iShares MSCI Emerging Markets ETF (IEMG) iShares Core MSCI Emerging Markets ETF Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services – https://lyonssharepro.com/ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.su…","meta_description":"Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2065,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-ke-report-5642261/episodes/dana-lyons-capital-rotation-in-the-us-equity-markets-commodities-and-resource-stocks-bitcoin-and-international-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-ke-report-5642261/dana-lyons-capital-rotation-in-the-us-equity-markets-commodities-and-resource-stocks-bitcoin-and-international-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}