Why High-Growth Stocks Are Falling in a Strong Market

The broad market is near all-time highs, but high-growth stocks are getting crushed. Lucas and Luna examine the data: the NASDAQ is down 5.5% in five days, ARKK dropped 7.4%, and CrowdStrike fell 9%. They explore the rotation from growth to value, the impact of steady Fed rates at 3.63%, and what this means for momentum investors. The episode drills into one specific cause: rising real yields and the shifting discount rate for long-duration assets. Listeners will understand why their growth ETFs are underperforming and whether this is a buying opportunity or a warning sign. #GrowthStocks #ValueStocks #MarketRotation #NASDAQCrashes #ARKK #CrowdStrike #Cloudflare #FedRates #RealYields #BullMarket #StockMarket #Investing #Finance #FexingoBusiness #BusinessPodcast #MomentumInvesting #DiscountRates #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo