Analysis of John Davi's CNBC Interview: New Market Cycle & Rotation Trends (Nov 24, 2025)

On November 24, 2025, John Davi of Astoria Advisors appeared on CNBC’s ETF Edge to assert the U.S. market has entered a new cycle with ongoing rotation [1]. This claim aligns with the day’s market performance: S&P 500 (+0.98%), NASDAQ (+1.74%), and Dow (+0.16%) all rose [0]. Top sectors included utilities (+2.65%)—a defensive play—and tech (+2.12%)—a growth segment—suggesting early signs of the rotation Davi described [0]. Davi also mentioned monitoring 2026 ETF trends but did not disclose specific picks [1].

1. The dual strength of defensive (utilities) and growth (tech) sectors on the interview day may reflect the initial stages of rotation, as Davi claimed.
2. An information gap exists regarding specific 2026 ETF recommendations from Davi, limiting direct actionable insights for investors.
3. The alignment between Davi’s rotation thesis and the day’s sector performance underscores the potential relevance of his claims, though further validation is needed.

• Risks
  : Market cycle claims are subjective and hard to time; rotation may not materialize as expected due to shifting economic conditions (e.g., inflation, interest rates). Investors should be aware of these uncertainties [0].
• Opportunities
  : Monitoring sector ETFs like QQQ (tech), XLU (utilities), and XLY (consumer cyclical) could help identify if rotation trends persist over time.

This report synthesizes Davi’s interview claims with real-time market data. The core takeaways include: (1) Davi’s assertion of a new market cycle and ongoing rotation; (2) positive market performance on the interview day with sector alignment to rotation themes; (3) an information gap on specific 2026 ETF picks; and (4) risks associated with cycle prediction and rotation uncertainty. No investment recommendations are provided.