How the Russell 2000 Is Beating Large Caps This Summer

The Russell 2000 has surged 2.7 percent in the past five days while the S&P 500 and Nasdaq have barely budged. Lucas and Luna unpack what's driving the small-cap rally — falling volatility, a steepening yield curve, and a rotation away from mega-cap tech — and what history says about whether this run has legs. They look at the VIX dropping to 16.2, the VVIX at 87.6, and the 10-year Treasury yield holding at 4.48 percent. They also discuss whether this is a genuine shift in market leadership or just a temporary bounce for beaten-down names. If you're wondering whether to follow the money into small caps or wait for the next Nasdaq dip, this episode gives you a framework to decide. #Russell2000 #SmallCaps #MarketRotation #VIX #YieldCurve #TreasuryYields #S&P500 #Nasdaq #LargeCaps #Investing #PortfolioStrategy #RiskOn #FexingoBusiness #BusinessPodcast #Finance #BearMarketPodcast #BuyTheDip #MarketLeadership Keep every episode free: buymeacoffee.com/fexingo