How Growth Stocks Are Priced for a Warsh Fed

The Federal Reserve under new chairman Kevin Warsh is turning out to be more hawkish than markets expected. On this episode of Growth Stocks with Fexingo, Lucas and Luna dig into how growth stock valuations have already adjusted to a higher-for-longer rate environment, using the recent performance of ARKK, the iShares Russell 1000 Growth ETF (IWF), and the Vanguard Growth ETF (VUG) as their guide. They explore why high-duration growth names like Datadog and Cloudflare are down while mega-cap tech like Apple and NVIDIA remain resilient, and what that split means for investors. The hosts also unpack the IPO slump and how rising real yields are compressing valuations for unprofitable tech. If you've been watching the rotation out of speculative growth into quality, this episode offers a clear framework for understanding what the market has already priced in. #WarshFed #KevinWarsh #GrowthStocks #ARKK #IWF #VUG #FedPolicy #InterestRates #Valuation #TechStocks #IPO #Datadog #Cloudflare #NVIDIA #Apple #GrowthInvesting #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo