How the Russell 2000 Is Outperforming the S&P 500 in 2026

The Russell 2000 is up 3.4 percent in the past five days, while the S&P 500 has gained just 1 percent. Lucas and Luna explore why small-cap stocks are leading in 2026, from rate-cut expectations to domestic revenue exposure. They break down the mechanics of the small-cap rally, discuss whether it has legs, and look at a specific sector—regional banks—that could benefit. With the yield curve still inverted and the VIX falling, they ask whether this is a genuine rotation or a temporary catch-up trade. The episode also touches on the broader macro picture, including GDP growth and the Fed's next move. #Russell2000 #SmallCaps #StockMarketRally #S&P500 #MarketRotation #RegionalBanks #YieldCurve #FederalReserve #RateCuts #GDPGrowth #VIX #Investing #Finance #Business #BearMarketPodcast #FexingoBusiness #BusinessPodcast #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo