Growth Stocks Love a Recession That Never Comes

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