エピソード

  • Why Growth Stocks Are Getting Crushed in a Bull Market

    Why Growth Stocks Are Getting Crushed in a Bull Market
    2026/06/08
    The bull market is alive and well, but high-growth tech stocks are getting hammered. The Nasdaq is down 3.7% in five days, while the Dow only slipped 0.7%. Lucas and Luna unpack the rotation: why investors are dumping high-beta names like CrowdStrike, down 15%, and Shopify, down 5%, in favor of value and dividends. They explore the role of sticky inflation at 3.63% Fed funds, the pause in rate cuts, and how the 'earnings growth trade' is failing as companies like Datadog and Palantir sell off despite solid reports. The hosts also discuss what this means for your portfolio and how to position for a market that rewards patience over hype. #GrowthStocks #BullMarket #Nasdaq #DowJones #CrowdStrike #Shopify #Palantir #Datadog #FedRate #Inflation #EarningsGrowth #StockMarketRotation #ValueStocks #FexingoBusiness #BusinessPodcast #June2026 #MarketVolatility #BearMarket Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    6 分
  • Why the Earnings Growth Trade Is Failing Growth Stocks

    Why the Earnings Growth Trade Is Failing Growth Stocks
    2026/06/08
    The NASDAQ is down over 5% in the last five trading days while the Dow barely budged. Lucas and Luna dig into why high-growth names like Datadog, Palantir, and CrowdStrike are getting hit hardest despite strong earnings. They explore the disconnect between revenue growth and market reaction, the role of rising real yields, and what the IWF versus Dow divergence tells us about where institutional money is rotating. Specific data points include the NASDAQ's 5.1% weekly drop, the IWF growth ETF's 4.7% decline, and Datadog's 15.6% plunge. The hosts also touch on the Fed holding at 3.63% and what that means for duration-sensitive stocks. #GrowthStocks #NASDAQ #DowJones #BullMarket #EarningsSeason #StockMarket #InterestRates #Fed #RealYields #Datadog #Palantir #CrowdStrike #IWF #RotationalBullMarket #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • Why Growth Stocks Are Getting Crushed in a Bull Market

    Why Growth Stocks Are Getting Crushed in a Bull Market
    2026/06/07
    The S&P 500 is near all-time highs, but growth stocks are in a tailspin. Lucas and Luna unpack the rotation out of high-growth names like CrowdStrike, Shopify, and Palantir, which have dropped 10-15% in a week while the Dow holds steady. They examine the hot jobs report, the Fed's rate stance at 3.63%, and what this divergence means for investors. With a specific focus on the NASDAQ's 5.1% weekly decline versus the Dow's 0.4% dip, they explore whether this is a healthy rotation or a warning sign. Plus, they touch on the quiet strength of small caps and the case for value stocks in a growth-led market. #GrowthStocks #BullMarket #StockMarketRotation #NASDAQ #DowJones #CrowdStrike #Shopify #Palantir #FedReserve #InterestRates #SmallCaps #ValueStocks #ARKK #GDP #June2026 #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
  • Growth Stocks Are Crashing While the Dow Holds Steady

    Growth Stocks Are Crashing While the Dow Holds Steady
    2026/06/07
    The S&P 500 is down nearly 3% in the past five days, but look closer: the Dow has barely budged, while high-growth names like CrowdStrike, Datadog, and Palantir have cratered 14% to 16%. Lucas and Luna unpack the brutal rotation happening inside this bull market. They trace the divergence to the May jobs report — 272,000 new jobs, pushing rate-cut hopes further out — and explain why the market is suddenly repricing risk in high-duration, high-multiple stocks. They also look at what held up: industrials, financials, and old-economy names that thrive when rates stay higher for longer. Is this a healthy rotation or the start of a broader unwind? And what does it mean for investors who rode the AI wave? A sharp, data-driven conversation about the two-tier market of June 2026. #GrowthStocks #MarketRotation #DowJones #NASDAQ #FedPolicy #JobsReport #CrowdStrike #Datadog #Palantir #HighGrowth #ValueStocks #IndustrialStocks #RateHikes #BullMarket #FexingoBusiness #BusinessPodcast #Finance #Investing Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
  • Why Growth Stocks Are Getting Crushed in a Broad Bull Market

    Why Growth Stocks Are Getting Crushed in a Broad Bull Market
    2026/06/06
    Episode 35 of Bull Market Conversations dives into the stark rotation happening in June 2026: while the Dow holds near 50,800 and the NYSE composite barely dips, the NASDAQ has shed 5.1% in a week and high-growth darlings like Shopify, CrowdStrike, Datadog, and Palantir are down 12 to 16 percent. Lucas and Luna unpack the macro and sector forces behind this divergence — from the hot May jobs report pushing Fed cuts further out, to rising bond yields, to the rotation into value and cyclicals. They discuss what this means for momentum investors and whether the bull market is truly broadening or simply changing its leaders. Specific numbers and real market data ground every beat, making this a concrete 10-minute briefing for anyone navigating the June market. #GrowthStocksCrash #BullMarketRotation #DowVsNasdaq #June2026Markets #FedPolicy #RateHikes #ValueStocks #Cyclicals #Shopify #CrowdStrike #Palantir #Datadog #ARKK #TechnicalAnalysis #MarketDivergence #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • Why Growth Stocks Are Getting Crushed in a Broad Bull Market

    Why Growth Stocks Are Getting Crushed in a Broad Bull Market
    2026/06/06
    The bull market isn't over — it's rotating. While the S&P 500 and Dow are holding near all-time highs, the NASDAQ has dropped over 5% in five days, and high-growth names like Shopify, CrowdStrike, Datadog, and Palantir have been hit especially hard. In this episode, Lucas and Luna dissect the June 2026 growth stock sell-off: what's driving it, why a hot jobs report is pushing rate-cut expectations further out, and what it means for investors who've been riding the momentum trade. Lucas breaks down the numbers — Shopify down 11.7% in a week, CrowdStrike off 14.2%, Palantir down 15.6% — while Luna questions whether this is a healthy rotation into cyclicals or a warning sign for the broader rally. If you're wondering whether to hold, trim, or rotate your growth positions, this episode gives you the framework to decide. #GrowthStocks #SellOff #BullMarket #Rotation #Shopify #CrowdStrike #Datadog #Palantir #NASDAQ #SP500 #DowJones #Fed #RateCuts #JobsReport #MomentumTrading #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • High-Growth Stocks Are Crashing While the Dow Holds Steady

    High-Growth Stocks Are Crashing While the Dow Holds Steady
    2026/06/05
    Episode 33 of Bull Market Conversations with Fexingo explores the dramatic divergence between high-growth stocks and the Dow Jones Industrial Average as of June 5, 2026. While the Dow sits near 51,172, largely flat on the week, growth-heavy names like Shopify, CrowdStrike, Datadog, and Palantir have suffered sharp double-digit declines. Lucas and Luna drill into the numbers—Shopify down 11.4%, Datadog off 15.5%, Palantir losing 14.6%—and ask whether this is a healthy rotation or a warning signal. They examine the role of the Fed holding rates at 3.63%, the quiet strength of value and industrial stocks, and what investors should watch for next. The episode includes a low-key listener-support pitch tied to navigating market shifts. A focused, data-driven conversation for anyone trying to understand why some parts of the bull market are suddenly breaking. #MarketRotation #GrowthStocks #DowJones #Shopify #CrowdStrike #Datadog #Palantir #ValueStocks #FederalReserve #InterestRates #InvestingStrategy #BullMarket #StockMarketCrash #TechSelloff #PortfolioManagement #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • How SpaceX and Starlink Create a 2 Trillion Dollar IPO Opportunity

    How SpaceX and Starlink Create a 2 Trillion Dollar IPO Opportunity
    2026/06/05
    Lucas and Luna dig into Ark Invest's recent claim that Starlink alone could support a $2 trillion valuation for SpaceX at IPO. They explore what that number means for retail investors who own SpaceX through Ark's venture ETF, the logic behind private-market pricing, and how Starlink's revenue trajectory might justify such a lofty figure. With the S&P 500 at 7,584 and the NASDAQ above 26,800, Luna asks whether this is a moment to consider pre-IPO exposure or just more hype. Lucas walks through the math on Starlink's subscriber growth and the broader satellite-internet market, then offers a measured take on what the $2 trillion figure really signals. They also touch on how prediction markets like Kalshi are trying to build a Bloomberg Terminal for event contracts, linking the theme of valuing non-traditional assets. The episode closes with a look at what happens when retail investors get access to companies that used to be institutional-only. #SpaceX #Starlink #ArkInvest #IPO #VentureETF #RetailInvesting #SatelliteInternet #PrivateMarkets #Valuation #BullMarket #PreIPO #ElonMusk #Kalshi #PredictionMarkets #Finance #FexingoBusiness #BusinessPodcast #BullMarketConversations Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分