エピソード

  • How Value Stocks Are Beating Growth Without Anyone Noticing

    How Value Stocks Are Beating Growth Without Anyone Noticing
    2026/06/08
    The stock market is diverging sharply in June 2026: the Nasdaq is down more than 4 percent over the past five days, while value-oriented funds like the iShares S&P 100 Value ETF and Vanguard Value ETF are down less than 1 percent. Lucas and Luna break down why value stocks—particularly banks like JPMorgan and Bank of America, and energy majors like Exxon and Chevron—are quietly outperforming growth. They examine the role of sticky inflation, the Fed holding rates at 3.63 percent, and a rotation that has been building since early 2026. With Berkshire Hathaway up 3.4 percent in the same period, the hosts ask whether this is a temporary defensive move or a structural shift. One concrete takeaway: the five-day performance gap between value and growth ETFs is the widest since November 2025. #ValueStocks #GrowthStocks #StockMarket #MarketRotation #JPMorgan #BankOfAmerica #ExxonMobil #Chevron #BerkshireHathaway #FederalReserve #Inflation #Nasdaq #S&P500 #Finance #Investing #FexingoBusiness #BusinessPodcast #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Value Stocks Are Quietly Crushing Growth in June 2026

    Value Stocks Are Quietly Crushing Growth in June 2026
    2026/06/08
    The S&P 500 is down nearly 3% in the past week, but look under the hood: value stocks are up while growth is getting hammered. Lucas and Luna break down why Bank of America and JPMorgan are hitting new highs, why the Nasdaq is in a 5% tailspin, and how the rotation into value might have legs. They also look at Berkshire Hathaway's recent outperformance and what it signals about the broader market. Plus, a quick note on why this show stays ad-free and how listeners can support it. #ValueStocks #GrowthStocks #BankOfAmerica #JPMorgan #BerkshireHathaway #Nasdaq #S&P500 #MarketRotation #June2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket #PortfolioStrategy #EconomicIndicators #DividendStocks #WealthManagement Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Small Caps Are Getting Crushed in June 2026

    Why Small Caps Are Getting Crushed in June 2026
    2026/06/07
    Lucas and Luna dissect the staggering divergence between the Dow, up just 0.4% in the past week, and the Nasdaq, down over 5%. They zero in on small caps: the Russell 2000 fell 2.5% in five days while value stocks actually gained. What's driving this? Rising core inflation, a hot jobs report that pushes Fed cuts further out, and a rotation away from rate-sensitive companies with floating-rate debt. Lucas breaks down exactly why smaller companies are more exposed to higher-for-longer rates, using JPMorgan and Bank of America as counterexamples of large caps benefiting from the same environment. They also discuss how the Fed's interest on reserve balances at 3.65% is creating a 'cash is king' dynamic that starves small caps of capital. A sharp, data-driven conversation about a market that's increasingly split between the haves and have-nots. #SmallCaps #Russell2000 #Nasdaq #DowJones #FederalReserve #InterestRates #ValueStocks #JPMorgan #BankOfAmerica #Inflation #JobsReport #MarketDivergence #Investing #Finance #FexingoBusiness #BusinessPodcast #June2026 #MonetaryPolicy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Bank Stocks Are Outperforming in a Diverging Market

    Why Bank Stocks Are Outperforming in a Diverging Market
    2026/06/07
    The S&P 500 is down nearly 3 percent over the past week, but bank stocks like JPMorgan and Bank of America are up 5 percent. Lucas and Luna unpack the divergence: a hot jobs report keeps the Fed at 3.63 percent, the Nasdaq is in a 5 percent selloff, and value stocks are quietly winning. They drill into why banks benefit from higher-for-longer rates, how the yield curve steepening is a tailwind for net interest margins, and what this means for investors building a long-term portfolio. Plus, a look at Berkshire Hathaway's 3.8 percent weekly gain as Greg Abel's value tilt gains traction. Specific numbers, no fluff. #BankStocks #JPMorgan #BankOfAmerica #ValueStocks #NasdaqSelloff #FedPolicy #HigherForLonger #YieldCurve #NetInterestMargin #BerkshireHathaway #GregAbel #PortfolioConstruction #StockMarket #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketDivergence Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How the Dow Is Hiding a Brutal Nasdaq Selloff

    How the Dow Is Hiding a Brutal Nasdaq Selloff
    2026/06/06
    On June 06, 2026, the Nasdaq is down over 5% in five days while the Dow has barely budged. Lucas and Luna dig into the mechanics behind the divergence: why the Dow's price-weighting and defensive tilt are masking a tech-driven selloff that's actually broader than the headlines suggest. They look at the data — the Dow at 50,867, the Nasdaq at 25,709 — and what it means for portfolio construction. Plus, they discuss whether the Fed's stuck rate policy and Friday's hot jobs report are making the pain worse for growth stocks. A targeted conversation about market structure and what investors should actually watch. #DowJones #Nasdaq #StockMarketDivergence #MarketStructure #TechSelloff #PriceWeightedIndex #FedPolicy #JobsReport #PortfolioConstruction #DefensiveStocks #GrowthStocks #FederalReserve #June2026 #FinancialEducation #InvestingStrategy #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why the Nasdaq Is Falling More Than the S&P 500 in June 2026

    Why the Nasdaq Is Falling More Than the S&P 500 in June 2026
    2026/06/06
    The Nasdaq is down over 5 percent in the past five trading days while the Dow is barely off. Lucas and Luna dig into what's driving this June 2026 tech sell-off — rising real yields, a hot jobs report pushing Fed cuts further out, and a rotation into value and financials. They walk through specific numbers: the S&P 500 at 7,384, the Nasdaq at 25,709, and the performance of Berkshire Hathaway and JPMorgan. Plus, a closer look at how higher-for-longer interest rates are compressing growth stock multiples and what that means for long-term portfolio construction. No hot takes — just the data and the mechanics. #Nasdaq #TechSellOff #ValueStocks #BondYields #FedPolicy #PortfolioRotation #JPMorgan #BerkshireHathaway #RealYields #GrowthStocks #SP500 #DowJones #June2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Value Stocks Are Quietly Outperforming Growth in June 2026

    How Value Stocks Are Quietly Outperforming Growth in June 2026
    2026/06/05
    In this episode of The Investing Podcast, Lucas and Luna break down a surprising trend in June 2026: value stocks are beating growth. With the S&P 500 down 2.8% over five days but the value-focused VTV up 0.3%, they explore why defensive sectors like energy and banks are holding up while tech gets hammered. They dig into JPMorgan's 5.2% weekly gain, Berkshire Hathaway's 3.9% rise amid a $488 price, and what the Fed stuck at 3.63% means for value investors. Lucas explains the Russell 2000's recent relative strength and why small-cap value may have more room to run. Luna questions whether this is a rotation or just a pause. They also touch on how rising core CPI and sticky PCE inflation are keeping bond yields elevated, making value stocks with strong cash flows more attractive. The episode closes with a look at what history says about value cycles. A must-listen for anyone reassessing their asset allocation in a sideways market. #ValueStocks #GrowthStocks #StockMarket #Investing #June2026 #Fed #Inflation #JPMorgan #BerkshireHathaway #Russell2000 #SmallCap #Banks #Energy #TechSelloff #Portfolio #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Bank Stocks Are Crushing Tech in June 2026

    Why Bank Stocks Are Crushing Tech in June 2026
    2026/06/05
    The S&P 500 hit a record 7,584 this week, but beneath the surface a huge rotation is underway. While the Nasdaq has slipped, bank stocks are surging: JPMorgan up nearly 4% in five days, Bank of America up 5%. Lucas and Luna explore what's driving this shift, from the Fed stuck at 3.63% to a steepening yield curve and a regulatory environment that's finally giving lenders some breathing room. They also break down what it means for your portfolio — whether you're a value investor or still holding growth stocks. Plus, a look at why energy stocks are joining the rally and what the TINA trade looks like in mid-2026. #BankStocks #JPMorgan #BankOfAmerica #FederalReserve #InterestRates #YieldCurve #PortfolioRotation #ValueInvesting #GrowthStocks #EnergyStocks #ExxonMobil #Chevron #SP500 #Nasdaq #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分