The Energy Bet That Beat the Market in 2026

In the first episode of The Value Investing Podcast, Lucas and Luna break down the energy sector's surprising outperformance in 2026. With ExxonMobil up over 7% in the last five days alone, they explore what's driving the rally and whether it's a value play or a momentum trap. They dig into Exxon's capital discipline, the oil supply dynamics that pushed prices higher, and why Warren Buffett's Berkshire Hathaway—which holds significant energy stakes—has barely budged. The conversation also touches on the broader market sell-off, with the S&P 500 down 0.7% and small caps plunging 2.8%. Lucas and Luna frame the episode around a single question: is energy the best place for value investors right now, or are we seeing a classic late-cycle rotation? Expect specific numbers, a skeptical take on market narratives, and a clear focus on one concrete investment case per episode going forward. No hot takes, no jargon—just smart, honest talk about long-term stock picking. #ValueInvesting #ExxonMobil #BerkshireHathaway #EnergySector #Buffett #StockPicking #LongTermInvesting #OilPrices #MarketRotation #SmallCaps #SP500 #DividendStocks #CapitalDiscipline #ValueStocks #Finance #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo