Why Growth Stocks Are Cheaper Than Bonds for the First Time

Lucas and Luna explore a rare market anomaly: for the first time in modern history, the forward earnings yield on the iShares Russell 1000 Growth ETF, IWF, has dropped below the ten-year Treasury yield. Using real data from May 26, 2026, they break down what this means for growth stock valuations, the role of AI capex expectations, and why NVIDIA's 2.6% dip this week might be a signal of a deeper rotation. They also discuss how the bond market's new pricing regime is forcing fund managers to rethink the 'growth at any price' playbook, with specific numbers from the week's top performers like CrowdStrike and Shopify. No hand-waving—just concrete analysis of a structural shift that changes how we value companies with long-duration cash flows. #GrowthStocks #BondMarket #Valuation #IWF #Russell1000Growth #TenYearTreasury #NVIDIA #CrowdStrike #Shopify #AIInvesting #Capex #RotationalPlay #YieldCurve #FOMC #RiskPremium #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo