Growth Stocks Love a Recession That Never Comes

What this episode covers

Lucas and Luna explore a strange market dynamic: growth stocks are rallying despite recession fears that keep getting pushed out. Using the recent performance of Shopify, CrowdStrike, and the ARKK ETF, they discuss why high-growth companies are pricing in a 'soft landing' scenario that investors have been waiting for since early 2024. They also touch on how the bond market's shifting expectations are making growth names more attractive, and whether this rally is sustainable or a trap. Plus, a quick personal note on listener support. #GrowthStocks #SoftLanding #Shopify #CrowdStrike #ARKK #IWF #VUG #BondMarket #FederalReserve #Recession #MonetaryPolicy #Earnings #TechInvesting #StockMarket #Finance #FexingoBusiness #BusinessPodcast #InvestingStrategy Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings?

This episode is 7 minutes long.

When was this Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings episode published?

This episode was published on May 29, 2026.

What is this episode about?

Lucas and Luna explore a strange market dynamic: growth stocks are rallying despite recession fears that keep getting pushed out. Using the recent performance of Shopify, CrowdStrike, and the ARKK ETF, they discuss why high-growth companies are...

Can I download this Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.