EPISODE · Jun 12, 2026 · 6 MIN
How Small Caps Are Beating Value Stocks in June 2026
from The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses · host Fexingo
The Russell 2000 is up 3.1% in the past five days while the S&P 500 barely moved. Lucas and Luna unpack why small caps are suddenly outperforming value stocks like JPMorgan and Berkshire Hathaway. They dig into the data: the Russell's breakout, the lag in large-cap value ETFs, and what the proposed Iran deal means for energy stocks like Exxon that have been dragging on value indexes. Plus, they connect it to the broader rotation story — if small caps are leading, does that signal a risk-on shift or just a temporary squeeze? One concrete takeaway: small caps are gaining because they're less exposed to the oil price drop and more tied to domestic economic growth. Listeners walk away understanding the mechanics of this market rotation and what to watch next week. #SmallCaps #Russell2000 #MarketRotation #ValueStocks #S&P500 #JPMorgan #BerkshireHathaway #ExxonMobil #OilPrices #IranDeal #DomesticEconomy #June2026 #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #StockMarket #InvestmentStrategy #EconomicGrowth Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The Russell 2000 is up 3.1% in the past five days while the S&P 500 barely moved. Lucas and Luna unpack why small caps are suddenly outperforming value stocks like JPMorgan and Berkshire Hathaway. They dig into the data: the Russell's breakout, the lag in large-cap value ETFs, and what the proposed Iran deal means for energy stocks like Exxon that have been dragging on value indexes. Plus, they connect it to the broader rotation story — if small caps are leading, does that signal a risk-on shift or just a temporary squeeze? One concrete takeaway: small caps are gaining because they're less exposed to the oil price drop and more tied to domestic economic growth. Listeners walk away understanding the mechanics of this market rotation and what to watch next week. #SmallCaps #Russell2000 #MarketRotation #ValueStocks #S&P500 #JPMorgan #BerkshireHathaway #ExxonMobil #OilPrices #IranDeal #DomesticEconomy #June2026 #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #StockMarket #InvestmentStrategy #EconomicGrowth Keep every episode free: buymeacoffee.com/fexingo
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How Small Caps Are Beating Value Stocks in June 2026
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