Power Hour #127: Defensive Regime: Cutting Growth, Trusting No Volume – Wednesday 10/14/2026

Episode summary

Tech sells off hard as sentiment turns Very Bearish and breadth deteriorates, pushing the regime fully defensive. The hosts break down which rate-sensitive names to cut before the bell, why today’s defensive winners are rallying on suspiciously light volume, and the two conditions that need to flip before the playbook changes.