EPISODE · May 28, 2026 · 7 MIN
Small Caps Are Quietly Crushing the S&P 500 This Quarter
from Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio · host Fexingo
The Russell 2000 is up 3.6% in the last five days versus the S&P 500's 1.2% — a gap that's been widening all quarter. Lucas and Luna dig into why small caps are finally catching a bid after years of underperformance. They look at the rate backdrop, the regional bank revival, and one specific stock that's riding a local tailwind. Plus, a surprising sector shift inside the Russell at a time when mega-cap tech is stumbling. If you've ignored small caps since 2022, this episode gives you the one chart that explains why they're suddenly worth a second look. #SmallCaps #Russell2000 #S&P500 #RateCuts #RegionalBanks #ValueStocks #StockPicking #FexingoBusiness #BusinessPodcast #Finance #Investing #MarketRotation #IWD #VTV #EarningsSeason #Liquidity #DividendGrowth #CyclicalStocks Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The Russell 2000 is up 3.6% in the last five days versus the S&P 500's 1.2% — a gap that's been widening all quarter. Lucas and Luna dig into why small caps are finally catching a bid after years of underperformance. They look at the rate backdrop, the regional bank revival, and one specific stock that's riding a local tailwind. Plus, a surprising sector shift inside the Russell at a time when mega-cap tech is stumbling. If you've ignored small caps since 2022, this episode gives you the one chart that explains why they're suddenly worth a second look. #SmallCaps #Russell2000 #S&P500 #RateCuts #RegionalBanks #ValueStocks #StockPicking #FexingoBusiness #BusinessPodcast #Finance #Investing #MarketRotation #IWD #VTV #EarningsSeason #Liquidity #DividendGrowth #CyclicalStocks Keep every episode free: buymeacoffee.com/fexingo
NOW PLAYING
Small Caps Are Quietly Crushing the S&P 500 This Quarter
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m