Bulls, Bears and the Bell: Surging Yields, Semi-Conductor Flows, and the Energy Rotation

Welcome to the post-market edition of the Bulls, Bears and the Bell podcast for Wednesday, September 2, 2026.

Join your hosts Joe and Jane as they break down a wild mid-week session and track exactly where the smart money is heading. In this episode, we analyze the S&P 500's technical resistance as the 10-year Treasury yield continues its surge, sucking the oxygen out of growth names. We also dive into the massive institutional maneuvering seen today, including heavy "buy the dip" call volume in semiconductor giants NVDA and AMD, and a defensive rotation into the energy sector (XLE) as geopolitical tensions in the Middle East resurface. Plus, we discuss how the resilient domestic economy is sparking a massive bid for small caps (IWM) ahead of Friday's highly anticipated jobs report. Stay sharp, watch those stops, and tune in for the levels you need to know before tomorrow's opening bell.

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Disclaimer This podcast is for informational purposes only. The analysis, opinions, and strategies discussed by the hosts do not constitute financial, investment, or trading advice. Financial markets are highly volatile, and listeners should perform their own due diligence or consult with a licensed financial professional before making any investment decisions. As always: The bell has rung, but the trade never stops.