The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio

With new Fed Chairman Kevin Warsh signaling a more hawkish stance than markets expected, Lucas and Luna break down what this means for fixed-income investors in June 2026. The ten-year breakeven inflation rate has dipped to 2.25 percent, and the Fed funds rate sits at 3.63 percent — but the real story is how bond ladder strategies need to adapt. Lucas explains why shorter-duration bonds look more attractive now, and Luna questions whether the market is overreacting to Warsh's commentary. They also touch on what this means for dividend stocks and bank stocks like JPMorgan, which have benefited from higher rates. A practical, data-driven conversation for anyone building a long-term portfolio in a shifting rate environment. #KevinWarsh #FederalReserve #BondStrategy #FixedIncome #Investing #BondLadder #FedPause #InterestRates #DividendStocks #JPMorgan #PortfolioManagement #TenYearTreasury #BreakevenInflation #Finance #Business #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into the stark divergence in June 2026: energy stocks like Exxon and Chevron are down 6-8% over the past five days, while banks like JPMorgan are up nearly 2%. They trace the cause to the Fed's new hawkish tilt under Chairman Warsh, who signaled rate hikes are back on the table. Higher rates are bad for energy capex and demand forecasts, but great for bank net interest margins. The hosts also discuss how the inflation data—CPI at 334, core PCE ticking up—reinforces the rate-hike narrative. They explain what this divergence means for portfolio rebalancing and why energy's pain might not be over. A short donation segment asks listeners to support ad-free episodes. #EnergyStocks #BankStocks #Exxon #Chevron #JPMorgan #FedRateHike #JeromePowell #KevinWarsh #CPI #CorePCE #PortfolioRebalancing #SectorRotation #ValueStocks #June2026 #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is near all-time highs, but energy stocks like ExxonMobil and Chevron are getting hammered — down 4% in a single week while JPMorgan surges over 6%. Lucas and Luna dig into the divergence: falling oil prices, OPEC+ dynamics, and the Fed's hawkish hold that's punishing commodity plays while rewarding financials. They also explore why this rotation might be a signal, not a blip, and what it means for portfolio construction in mid-2026. Plus: a light-touch reminder that listener support keeps the show ad-free. #EnergyStocks #ExxonMobil #Chevron #JPMorgan #BankStocks #OilPrices #FedRatePause #Rotation #Investing #Finance #FexingoBusiness #BusinessPodcast #PortfolioConstruction #Commodities #StockMarket #S&P500 #DividendStocks #SectorRotation Keep every episode free: buymeacoffee.com/fexingo

Episode 57 of The Investing Podcast digs into a practical bond-ladder construction under today's rate environment. Lucas and Luna walk through a real example: a $100,000 ladder across 1- to 5-year Treasury notes, using current yields near 4.3% on the short end and 4.6% on the long end. They discuss why the Fed's June 17 pause — with the effective fed funds rate at 3.63% — changes the roll-down calculus, and why the 10-year breakeven inflation dropping to 2.29% matters for real returns. Specific numbers, specific maturities, and a clear takeaway: how to adjust rung spacing when the central bank is neither cutting nor hiking aggressively. #BondLadder #FederalReserve #FixedIncome #TreasuryNotes #InvestingStrategy #PortfolioConstruction #YieldCurve #Inflation #RealReturns #CashFlowPlanning #DurationManagement #June2026 #Finance #WealthManagement #PersonalFinance #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

With the Fed holding rates steady around 3.63% and CPI ticking up, Lucas and Luna dissect how bond laddering strategies are adapting. They walk through a concrete example: a 2-year Treasury note yielding 4.1% versus a 10-year note at 3.9%, and explain why an inverted yield curve is forcing investors to rethink duration. The hosts also touch on how the Fed chair's decision to withhold the dot plot could signal uncertainty, and what that means for fixed-income allocation. A practical, number-driven conversation for anyone building a bond portfolio in today's rate environment. #BondLaddering #FedRatePause #InvertedYieldCurve #TreasuryNotes #FixedIncome #PortfolioAllocation #DurationRisk #CPI #InterestRates #InvestmentStrategy #Bonds #Finance #FexingoBusiness #BusinessPodcast #TheInvestingPodcast #LucasAndLuna #June2026 #YieldCurve Keep every episode free: buymeacoffee.com/fexingo

Episode 55 of The Investing Podcast with Fexingo explores why energy stocks are lagging despite a broad market rally. Lucas and Luna dive into XOM and CVX's recent drops, the impact of cooling oil prices and China demand, and what it means for portfolio allocation. They discuss whether this is a buying opportunity or a structural shift, using data from the latest CPI and Fed rate signals. Plus, a look at how dividend aristocrats and value stocks are outperforming, and why energy might be the odd sector out in June 2026. #EnergyStocks #XOM #CVX #OilPrices #ChinaDemand #DividendAristocrats #ValueStocks #PortfolioAllocation #MarketRally #June2026 #CPI #FedRate #Investing #Finance #Business #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

June 16, 2026 — with the S&P 500 at 7,554 and the Dow at 51,671, investors are grappling with what the latest CPI and PCE data mean for fixed income. Lucas and Luna break down how a modest uptick in core inflation (CPI at 334.0, core at 336.1) and the Fed holding rates at 3.63% is changing the calculus for bond investors. They look at the breakeven inflation rate now at 2.32% and what that signals about market expectations. Rather than rehashing the stock-bond correlation debate, they focus on a specific trade: how to adjust duration exposure when real yields are shifting. With the Russell 2000 surging and small caps posting a 2.7% gain in five days, they discuss whether bonds are still the diversifier they used to be — and what the Fed's flat interest on reserve balances (3.65%) means for cash alternatives. A concrete guide to building a bond portfolio in a slow-disinflation environment. #Inflation #Bonds #FixedIncome #CPI #PCE #Fed #InterestRates #PortfolioAllocation #Duration #Diversification #SmallCaps #Russell2000 #June2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

The stock market is rallying in June 2026, but energy stocks are conspicuously absent from the party. With the S&P 500, Nasdaq, and Russell 2000 all posting strong gains, ExxonMobil has dropped 5.3% in five days and Chevron is down 3.4%. Lucas and Luna explore what's behind the divergence: falling oil prices, shifting Fed rate expectations, and the quiet rotation out of commodities. They look at the broader context of the market rally and what it means for investors who are heavy in energy. Plus, the hosts share a quick thought on how listener support keeps the show ad-free. Tune in for a focused analysis on one of June's most notable sector laggards. #EnergyStocks #ExxonMobil #Chevron #SectorRotation #StockMarketRally #OilPrices #FedPolicy #Commodities #Investing #PortfolioStrategy #Divergence #June2026 #FexingoBusiness #BusinessPodcast #Finance #InvestingPodcast #StockMarket #EnergySector Keep every episode free: buymeacoffee.com/fexingo

With the S&P 500 near 7,431 and the Dow at 51,202, energy giants ExxonMobil and Chevron are down 3.1% and 1.1% respectively over the past five days, while financials like JPMorgan surge. Lucas and Luna explore why oil stocks are diverging from the broader market rally, citing falling crude prices, refinery oversupply, and the shift toward renewables. They discuss Exxon's declining downstream margins, Chevron's Permian bottlenecks, and what this means for dividend-focused investors. The hosts also touch on how rising CPI and breakeven inflation rates are affecting energy demand expectations. A data-driven look at an underperforming sector that still offers value for long-term portfolios. #EnergyStocks #ExxonMobil #Chevron #S&P500 #DowJones #CPI #Inflation #DividendInvesting #OilMarket #RenewableEnergy #ValueStocks #Finance #Investing #StockMarket #June2026 #FexingoBusiness #BusinessPodcast #PortfolioDiversification Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore how Dividend Aristocrats—companies with 25+ years of consecutive dividend increases—are serving as a defensive anchor during a June 2026 market where the Russell 2000 is surging 3.1% in five days while the Nasdaq slips 0.2%. They spotlight Procter & Gamble and Coca-Cola as examples, showing how these steady payers offer ballast when growth and small caps diverge. The hosts also tie in the broader rate environment: the Fed funds rate at 3.63% and rising core CPI make reliable dividends attractive. A concrete look at why investors might lean into Aristocrats during uncertainty. #DividendAristocrats #DividendInvesting #DefensiveStocks #ProcterAndGamble #CocaCola #Russell2000 #Nasdaq #S&P500 #FedFundsRate #CoreCPI #MarketDivergence #PortfolioHedging #IncomeInvesting #Finance #FexingoBusiness #BusinessPodcast #InvestingPodcast #PassiveIncome Keep every episode free: buymeacoffee.com/fexingo

On episode 50 of The Investing Podcast, Lucas and Luna tackle the biggest IPO of the decade -- SpaceX -- and what its record-setting $75 billion raise means for ordinary investors. With retail allocation reportedly cut to the low 20% range, they explore how this deal exposes a growing gap between how institutions and individuals access high-growth opportunities. Lucas breaks down the S&P 500's quiet inclusion signal and why index fund investors should care, while Luna questions whether the hype justifies the valuation. Tied to real data: the Russell 2000 surging 3.1% in a week while the Nasdaq slips, hinting at a rotation that could favor companies like the ones SpaceX threatens to disrupt. #SpaceX #IPO #RetailInvesting #IndexFunds #S&P500 #Nasdaq #Russell2000 #StockMarket #Valuation #InstitutionalInvesting #SpaceIndustry #Finance #Business #FexingoBusiness #BusinessPodcast #InvestingPodcast #June2026 #IPOAllocation Keep every episode free: buymeacoffee.com/fexingo

The SpaceX IPO has raised $75 billion, but its impact on index funds is huge. Lucas and Luna break down how a single stock can distort cap-weighted indexes like the S&P 500, why Tesla's inclusion taught us painful lessons about rebalancing, and what the SpaceX IPO means for your portfolio. With the S&P 500 at 7,431 and the Russell 2000 surging 3.1% in five days, they explain why this IPO matters beyond the hype. #SpaceX #IPO #IndexFunds #SP500 #Russell2000 #PassiveInvesting #CapWeighted #Tesla #Rebalancing #PortfolioConstruction #Finance #Investing #LucasAndLuna #FexingoBusiness #BusinessPodcast #SpaceXIPO #MarketStructure #StockMarket Keep every episode free: buymeacoffee.com/fexingo

SpaceX is preparing a record-breaking IPO that could value the company above $2 trillion. But for most investors, the real action isn't in buying SpaceX stock directly — it's in how index funds are already adjusting their holdings in anticipation. Lucas and Luna break down what the S&P 500's recent additions tell us about the future of mega-cap tech, why SpaceX's inclusion is far from guaranteed, and how you can position your portfolio without betting on a single stock. Plus, a look at the small-cap surge that's catching everyone's attention in June 2026. #SpaceXIPO #IndexFunds #S&P500 #MegaCapTech #PassiveInvesting #PortfolioAllocation #SmallCaps #Russell2000 #IPO #Finance #Investing #StockMarket #LucasAndLuna #FexingoBusiness #BusinessPodcast #MarketStructure #Diversification #June2026 Keep every episode free: buymeacoffee.com/fexingo

Small-cap stocks are suddenly outperforming the S&P 500 and Nasdaq. The Russell 2000 is up more than 3 percent over the past week, while the Nasdaq has slipped. Lucas and Luna break down the rotation, looking at the drivers: lower interest rates after the Fed paused at 3.63 percent, a weaker dollar, and relative valuations that favor smaller companies. They examine recent performance of key small-cap ETFs and discuss whether this is the start of a sustained shift or just a short-term bounce. The conversation also touches on how the SpaceX IPO frenzy is affecting market sentiment and what it means for investors building long-term portfolios. #Russell2000 #SmallCaps #StockMarket #MarketRotation #ValueStocks #FederalReserve #InterestRates #PortfolioStrategy #IWD #VTV #Investing #Finance #FexingoBusiness #BusinessPodcast #ETF #June2026 #SpaceX #MarketOutperformance Keep every episode free: buymeacoffee.com/fexingo

After months of underperformance, small-cap stocks are staging a remarkable comeback. The Russell 2000 has jumped over 3% in the last five days, while the S&P 500 is flat. Lucas and Luna explore what's driving the rotation: improving economic data, easing inflation fears, and a Federal Reserve that's staying put at 3.63%. They dig into why Bank of America shares are up 2.5% this week, how the 10-year breakeven inflation rate dropping to 2.29% is reviving risk appetite, and whether this is a genuine shift or a temporary relief rally. Plus, a look at why value stocks continue to quietly outperform growth, and what the SpaceX IPO frenzy says about market sentiment. If you've been wondering whether small caps are finally worth a look, this episode offers a clear, data-driven perspective. #SmallCaps #Russell2000 #June2026 #StockMarket #MarketRotation #ValueStocks #FederalReserve #Inflation #BankOfAmerica #JPMorgan #S&P500 #Nasdaq #Investing #PortfolioStrategy #FexingoBusiness #BusinessPodcast #Finance #EconomicData Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna drill into copper's sudden breakout in June 2026. The industrial metal is up 18% year-to-date while gold slumps to a six-month low. Lucas breaks down why copper is being called 'the new oil' — driven by electrification, AI data centers, and a structural supply deficit. He cites Freeport-McMoRan's record output, the $2.5 billion Rio Tinto-Turquoise Hill expansion, and the IEA's forecast that copper demand will rise 40% by 2035. Luna challenges whether the rally is sustainable, pointing to China's slowing property sector and rising recycling capacity. They discuss how retail investors can get exposure via the $FCX stock or the $COPX ETF, and why copper miners are trading at a discount to spot prices. This episode is a concise primer on a commodity that could define the next decade of infrastructure investing. #Copper #Commodities #Investing #Finance #FreeportMcMoRan #RioTinto #Electrification #AIDataCenters #SupplyDeficit #FCX #COPX #ETFs #IndustrialMetals #Infrastructure #CommoditySuperCycle #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dive into KKR's recent report warning that the AI-driven productivity boom is reaching an 'extreme' trend not seen since the 1800s. They unpack what that means for investors, from sector rotation to portfolio positioning, citing the S&P 500 at 7,267 and the divergence between value and growth stocks in June 2026. The hosts discuss the historical parallels with the Industrial Revolution, the bond market's inflation expectations at 2.34%, and how to think about picking winners in a world where AI productivity gains might be overhyped. They also touch on Citigroup's outperformance after the Trump endorsement and the broader trend of financial stocks leading in a rate environment stuck at 3.63%. The conversation avoids rehashing prior episodes on Berkshire, bank stocks, or value vs. growth, offering a fresh lens on the AI narrative and its investable implications. #KKR #AIProductivity #IndustrialRevolution #ProductivityBoom #S&P500 #ValueStocks #GrowthStocks #Citigroup #FederalReserve #InflationExpectations #BondMarket #PortfolioStrategy #SectorRotation #Finance #Investing #FexingoBusiness #BusinessPodcast #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo

In this episode of The Investing Podcast, Lucas and Luna dive into a surprising safe haven: the Dividend Aristocrats Index. On June 10, 2026, with the Nasdaq down over 6% in five days and the S&P 500 dropping 4.1%, the S&P 500 Dividend Aristocrats Index has slipped only 1.2% — a fraction of the broader market's pain. Lucas walks through three key stocks: Procter & Gamble (down just 0.3%), Coca-Cola (flat), and Lowe's (up 0.8%). He explains why steady payout growth — not just yield — matters most when volatility spikes. Luna challenges the idea that this is just a 'defensive' rotation, pointing out that value-oriented ETFs like VTV are down only 1.5%, suggesting deeper structural demand for cash-flow stability. The hosts also discuss whether this outperformance is sustainable, noting that the Fed holding rates steady at 3.63% reinforces the appeal of reliable dividend profiles. A practical, data-rich conversation for anyone wondering where to hide in a sell-off. #DividendAristocrats #StockMarketSellOff #DefensiveStocks #ProcterAndGamble #CocaCola #Lowes #ValueInvesting #June2026 #NasdaqDecline #SP500 #DividendGrowth #IncomeInvesting #FedRateHike #PortfolioDefense #FexingoBusiness #BusinessPodcast #InvestingPodcast #PersonalFinance Keep every episode free: buymeacoffee.com/fexingo

The Russell 2000 is down 1.3% in the last five trading days while the S&P 500 sits near all-time highs. Lucas and Luna unpack the macro forces squeezing small caps: persistent inflation, elevated Fed rates at 3.63%, and a widening profitability gap between large and small companies. They drill into the specific numbers — core CPI at 332.4, the 10-year breakeven inflation rate falling to 2.33% — and explain why this isn't just a risk-off rotation but a structural shift. Plus, they tie it to the recent BYD forecast on China EV adoption as a reminder that global trends ripple through market caps differently. If you own small-cap ETFs or are considering value plays, this episode gives you the framework to decide whether the pain is temporary or a signal to rebalance. #SmallCaps #Russell2000 #June2026 #StockMarket #Inflation #FederalReserve #InterestRates #S&P500 #ValueStocks #GrowthStocks #BYD #ChinaEV #MarketRotation #Investing #Finance #FexingoBusiness #BusinessPodcast #TheInvestingPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 41 of The Investing Podcast with Fexingo. The Nasdaq has dropped nearly 5% in five trading days, but bank stocks like JPMorgan and Bank of America are up more than 3% in the same stretch. Lucas and Luna dig into what's driving the divergence — rising net interest income, a steepening yield curve, and a shift in Fed policy expectations. They also explore how JPMorgan's new AI agents could reshape banking costs. Plus: a brief, honest note on how listener support keeps the show ad-free via buy me a coffee dot com slash fexingo. Specific numbers, one focused angle, no fluff. #BankStocks #JPMorgan #BankOfAmerica #Nasdaq #SellOff #YieldCurve #NetInterestIncome #FederalReserve #InterestRates #AI #ValueStocks #MarketDivergence #Finance #Investing #FexingoBusiness #BusinessPodcast #StockMarket #June2026 Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down BYD's prediction that 80% of new car sales in China will be electric by 2030 — and what that means for global auto stocks. They look at the numbers behind the forecast, how traditional automakers like Toyota and Volkswagen are reacting, and why battery supply chains might be the real investment opportunity. Plus, a quick honest moment about how listener support on buy me a coffee dot com slash fexingo keeps the show ad-free. #BYD #ChinaEV #ElectricVehicles #AutoIndustry #Tesla #Toyota #Volkswagen #BatterySupplyChain #Investing #ValueStocks #GrowthStocks #Finance #Business #FexingoBusiness #BusinessPodcast #TheInvestingPodcast #PortfolioStrategy #MarketTrends Keep every episode free: buymeacoffee.com/fexingo

The stock market is diverging sharply in June 2026: the Nasdaq is down more than 4 percent over the past five days, while value-oriented funds like the iShares S&P 100 Value ETF and Vanguard Value ETF are down less than 1 percent. Lucas and Luna break down why value stocks—particularly banks like JPMorgan and Bank of America, and energy majors like Exxon and Chevron—are quietly outperforming growth. They examine the role of sticky inflation, the Fed holding rates at 3.63 percent, and a rotation that has been building since early 2026. With Berkshire Hathaway up 3.4 percent in the same period, the hosts ask whether this is a temporary defensive move or a structural shift. One concrete takeaway: the five-day performance gap between value and growth ETFs is the widest since November 2025. #ValueStocks #GrowthStocks #StockMarket #MarketRotation #JPMorgan #BankOfAmerica #ExxonMobil #Chevron #BerkshireHathaway #FederalReserve #Inflation #Nasdaq #S&P500 #Finance #Investing #FexingoBusiness #BusinessPodcast #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is down nearly 3% in the past week, but look under the hood: value stocks are up while growth is getting hammered. Lucas and Luna break down why Bank of America and JPMorgan are hitting new highs, why the Nasdaq is in a 5% tailspin, and how the rotation into value might have legs. They also look at Berkshire Hathaway's recent outperformance and what it signals about the broader market. Plus, a quick note on why this show stays ad-free and how listeners can support it. #ValueStocks #GrowthStocks #BankOfAmerica #JPMorgan #BerkshireHathaway #Nasdaq #S&P500 #MarketRotation #June2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket #PortfolioStrategy #EconomicIndicators #DividendStocks #WealthManagement Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dissect the staggering divergence between the Dow, up just 0.4% in the past week, and the Nasdaq, down over 5%. They zero in on small caps: the Russell 2000 fell 2.5% in five days while value stocks actually gained. What's driving this? Rising core inflation, a hot jobs report that pushes Fed cuts further out, and a rotation away from rate-sensitive companies with floating-rate debt. Lucas breaks down exactly why smaller companies are more exposed to higher-for-longer rates, using JPMorgan and Bank of America as counterexamples of large caps benefiting from the same environment. They also discuss how the Fed's interest on reserve balances at 3.65% is creating a 'cash is king' dynamic that starves small caps of capital. A sharp, data-driven conversation about a market that's increasingly split between the haves and have-nots. #SmallCaps #Russell2000 #Nasdaq #DowJones #FederalReserve #InterestRates #ValueStocks #JPMorgan #BankOfAmerica #Inflation #JobsReport #MarketDivergence #Investing #Finance #FexingoBusiness #BusinessPodcast #June2026 #MonetaryPolicy Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is down nearly 3 percent over the past week, but bank stocks like JPMorgan and Bank of America are up 5 percent. Lucas and Luna unpack the divergence: a hot jobs report keeps the Fed at 3.63 percent, the Nasdaq is in a 5 percent selloff, and value stocks are quietly winning. They drill into why banks benefit from higher-for-longer rates, how the yield curve steepening is a tailwind for net interest margins, and what this means for investors building a long-term portfolio. Plus, a look at Berkshire Hathaway's 3.8 percent weekly gain as Greg Abel's value tilt gains traction. Specific numbers, no fluff. #BankStocks #JPMorgan #BankOfAmerica #ValueStocks #NasdaqSelloff #FedPolicy #HigherForLonger #YieldCurve #NetInterestMargin #BerkshireHathaway #GregAbel #PortfolioConstruction #StockMarket #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketDivergence Keep every episode free: buymeacoffee.com/fexingo

On June 06, 2026, the Nasdaq is down over 5% in five days while the Dow has barely budged. Lucas and Luna dig into the mechanics behind the divergence: why the Dow's price-weighting and defensive tilt are masking a tech-driven selloff that's actually broader than the headlines suggest. They look at the data — the Dow at 50,867, the Nasdaq at 25,709 — and what it means for portfolio construction. Plus, they discuss whether the Fed's stuck rate policy and Friday's hot jobs report are making the pain worse for growth stocks. A targeted conversation about market structure and what investors should actually watch. #DowJones #Nasdaq #StockMarketDivergence #MarketStructure #TechSelloff #PriceWeightedIndex #FedPolicy #JobsReport #PortfolioConstruction #DefensiveStocks #GrowthStocks #FederalReserve #June2026 #FinancialEducation #InvestingStrategy #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The Nasdaq is down over 5 percent in the past five trading days while the Dow is barely off. Lucas and Luna dig into what's driving this June 2026 tech sell-off — rising real yields, a hot jobs report pushing Fed cuts further out, and a rotation into value and financials. They walk through specific numbers: the S&P 500 at 7,384, the Nasdaq at 25,709, and the performance of Berkshire Hathaway and JPMorgan. Plus, a closer look at how higher-for-longer interest rates are compressing growth stock multiples and what that means for long-term portfolio construction. No hot takes — just the data and the mechanics. #Nasdaq #TechSellOff #ValueStocks #BondYields #FedPolicy #PortfolioRotation #JPMorgan #BerkshireHathaway #RealYields #GrowthStocks #SP500 #DowJones #June2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo

In this episode of The Investing Podcast, Lucas and Luna break down a surprising trend in June 2026: value stocks are beating growth. With the S&P 500 down 2.8% over five days but the value-focused VTV up 0.3%, they explore why defensive sectors like energy and banks are holding up while tech gets hammered. They dig into JPMorgan's 5.2% weekly gain, Berkshire Hathaway's 3.9% rise amid a $488 price, and what the Fed stuck at 3.63% means for value investors. Lucas explains the Russell 2000's recent relative strength and why small-cap value may have more room to run. Luna questions whether this is a rotation or just a pause. They also touch on how rising core CPI and sticky PCE inflation are keeping bond yields elevated, making value stocks with strong cash flows more attractive. The episode closes with a look at what history says about value cycles. A must-listen for anyone reassessing their asset allocation in a sideways market. #ValueStocks #GrowthStocks #StockMarket #Investing #June2026 #Fed #Inflation #JPMorgan #BerkshireHathaway #Russell2000 #SmallCap #Banks #Energy #TechSelloff #Portfolio #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 hit a record 7,584 this week, but beneath the surface a huge rotation is underway. While the Nasdaq has slipped, bank stocks are surging: JPMorgan up nearly 4% in five days, Bank of America up 5%. Lucas and Luna explore what's driving this shift, from the Fed stuck at 3.63% to a steepening yield curve and a regulatory environment that's finally giving lenders some breathing room. They also break down what it means for your portfolio — whether you're a value investor or still holding growth stocks. Plus, a look at why energy stocks are joining the rally and what the TINA trade looks like in mid-2026. #BankStocks #JPMorgan #BankOfAmerica #FederalReserve #InterestRates #YieldCurve #PortfolioRotation #ValueInvesting #GrowthStocks #EnergyStocks #ExxonMobil #Chevron #SP500 #Nasdaq #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The Federal Reserve has held the federal funds rate at 3.63 percent since May, and the latest inflation data suggests no cuts are coming soon. Lucas and Luna break down why the Fed is stuck — with core PCE still running hot at 2.8 percent and the labor market showing surprising resilience. They look at how this 'higher for longer' environment is reshaping portfolios, from bank stocks surging to energy outperforming, and what it means for bond investors. A focused, data-driven conversation about a market that refuses to cooperate with rate-cut expectations. #FederalReserve #InterestRates #MonetaryPolicy #Inflation #CorePCE #BondMarket #PortfolioStrategy #BankStocks #EnergyStocks #ValueInvesting #HigherForLonger #FedWatch #Finance #Investing #FexingoBusiness #BusinessPodcast #InvestingPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo

The Fed funds rate has been frozen at 3.63% since May, and markets are starting to notice. In this episode, Lucas and Luna dig into why the Federal Reserve is in a policy standoff: sticky core PCE inflation at 2.8% keeps the Fed on hold, while the ten-year breakeven inflation rate dipping to 2.38% signals that bond traders expect disinflation. Lucas walks through the specific data that suggests the Fed is trapped between two conflicting signals — and why that matters for your portfolio. They also look at which sectors are benefiting from this rate environment: energy stocks like Exxon and Chevron are up more than 3% in the last five days, while value ETFs like IWD and VTV are quietly outperforming growth. If you are building a long-term portfolio, this episode helps you understand why cash may not be trash, why energy and value may have more room to run, and why the most important indicator to watch right now is not the Fed's next move but the breakeven spread. #FederalReserve #FedFundsRate #MonetaryPolicy #Inflation #CorePCE #BreakevenInflation #PortfolioStrategy #EnergyStocks #ValueInvesting #ExxonMobil #Chevron #IWD #VTV #InterestRates #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Energy stocks are staging a surprising rally in June 2026, with ExxonMobil up more than 4% in the last five days and Chevron following close behind. Meanwhile, the Nasdaq has barely budged. Lucas and Luna dig into what's driving this divergence — from oil supply dynamics to a rotation out of high-multiple tech into value. They also look at how the broader market is reacting, with the S&P 500 hitting new highs while small caps and growth stocks lag. Along the way, they touch on the Fed's latest moves and what it all means for long-term portfolio construction. Plus, a quick note on how listener support keeps this podcast ad-free. #EnergyStocks #ExxonMobil #Chevron #TechStocks #Nasdaq #SP500 #StockMarket #ValueInvesting #Rotation #OilPrices #Fed #PortfolioConstruction #Finance #Business #MarketUpdate #June2026 #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 hit 7,610 on June 3, 2026, but the real story this week isn't big tech — it's regional banks and money-center lenders. Lucas and Luna dig into why JPMorgan, Bank of America, and Chevron are all up while Berkshire Hathaway slides nearly 2 percent. They unpack the macro forces: a Fed that's done hiking at 3.63 percent, sticky core CPI at 335.4, and a steepening yield curve that boosts net interest margins. Plus, they look at the contrarian signal in Greg Abel's recent $17 billion deal spree — why Berkshire is buying even as its own stock dips. And they tie it all back to a classic portfolio lesson: when leadership rotates, are you positioned for it? #BankStocks #JPMorgan #BankOfAmerica #Chevron #BerkshireHathaway #GregAbel #S&P500 #Russell2000 #FederalReserve #InterestRates #NetInterestMargin #PortfolioRotation #ValueStocks #InvestingStrategy #Finance #EconomicIndicators #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Greg Abel just closed nearly $17 billion in deals in his first year as Berkshire Hathaway CEO. Lucas and Luna break down the biggest acquisition, an expansion into tech infrastructure, and what it tells us about the post-Buffett era at Berkshire. They discuss how Abel is channeling Buffett's capital-allocation discipline while pivoting into faster-growth sectors, and what this means for long-term Berkshire shareholders. With the S&P 500 at 7,612 and Berkshire stock flat year-to-date, this episode drills into one specific deal and one strategic shift that could define the next decade at Berkshire. A concrete look at how the Oracle of Omaha's successor is putting his stamp on the portfolio. #GregAbel #BerkshireHathaway #WarrenBuffett #DealMaking #TechInfrastructure #CapitalAllocation #ValueInvesting #BerkshireDeals #Acquisitions #Finance #Investing #LongTermPortfolio #Stocks #Bonds #S&P500 #FexingoBusiness #BusinessPodcast #Fexingo Keep every episode free: buymeacoffee.com/fexingo

Berkshire Hathaway's new CEO Greg Abel just completed his first major acquisition since taking over from Warren Buffett. Lucas and Luna break down the deal, why it signals a shift in Berkshire's strategy, and what it means for shareholders. They also discuss how Abel's approach differs from Buffett's, the role of the $325 billion cash pile, and whether this deal is a template for future acquisitions. Plus, a quick look at how Berkshire's stock has reacted and what investors should watch for next. #GregAbel #BerkshireHathaway #WarrenBuffett #MergersAndAcquisitions #CEOTransition #BerkshireDeal #CashPile #InvestmentStrategy #ValueInvesting #Finance #BusinessPodcast #FexingoBusiness #BusinessPodcast #Investing #Stocks #Buffett #Abel #BerkshireStock Keep every episode free: buymeacoffee.com/fexingo

Warren Buffett's successor Greg Abel just made his first major acquisition since taking over as Berkshire Hathaway CEO. Lucas and Luna break down the deal, what it says about Berkshire's $325 billion cash pile, and why the market reacted with a 2.8 percent drop in Berkshire's stock. They connect it to Buffett's long-held preference for buying during fear, and what this means for value investors watching the conglomerate's next moves. Plus, a quick look at how Berkshire's housing bet fits into today's higher-rate environment. No fluff, just the concrete details of one of the year's most watched corporate decisions. #BerkshireHathaway #GregAbel #WarrenBuffett #ValueInvesting #MergersAndAcquisitions #CashPile #HousingMarket #StockBuybacks #InsuranceFloat #AppleInvestment #JapaneseTradingHouses #CapitalAllocation #Finance #InvestingPodcast #LongTermInvesting #FexingoBusiness #BusinessPodcast #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo

On this episode of The Investing Podcast with Fexingo, Lucas and Luna break down Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison, one of the largest homebuilders in the US. They explore what this bet says about Warren Buffett's view on housing supply, interest rates, and the broader economy as of June 2026. The hosts connect the deal to Berkshire's massive cash pile, the current rate environment, and how retail investors might think about housing-related stocks. They also discuss the historical timing of Berkshire's housing investments and whether this signals a long-term shift in the conglomerate's portfolio. A focused, data-driven conversation for anyone building a long-term portfolio. #BerkshireHathaway #TaylorMorrison #HousingMarket #Homebuilders #WarrenBuffett #MergersAndAcquisitions #RealEstate #CashPile #PortfolioStrategy #InterestRates #FedPolicy #ValueInvesting #Finance #InvestingPodcast #StockMarket #FexingoBusiness #BusinessPodcast #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna dive into the latest Core PCE inflation data released April 1st, 2026, which ticked up to 129.6 from 129.32. With the Fed funds rate stuck at 3.64% and the 10-year breakeven inflation sliding to 2.38%, they explore what these numbers mean for bond investors. Lucas breaks down why the Core PCE matters more than CPI for Fed policy, and how the market is pricing in a 'higher for longer' rate environment. They also discuss the recent slide in oil stocks like Exxon and Chevron, and what that signals about inflation expectations. Plus, a nod to the Berkshire Hathaway cash pile and what it says about current valuations. The episode closes with a thoughtful look at whether bonds are finally becoming attractive again for long-term portfolios. #CorePCE #Inflation #Bonds #FedPolicy #InterestRates #PortfolioStrategy #Exxon #Chevron #BerkshireHathaway #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketData #CPI #BondMarket #TreasureYields #Macro Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into this week's most striking anomaly: the S&P 500 hits a record 7,580, yet ExxonMobil is down 6.2% and Chevron off 4.7%. They trace the divergence to two forces—OPEC+ signaling a production increase and the AI trade pulling every dollar toward tech. They also discuss what this means for portfolio construction, including whether energy still earns its 'inflation hedge' label. Along the way, they touch on a new NASA-linked ETF that turned SpaceX IPO access into a $2.6 billion retail phenomenon. A concise, numbers-driven episode for anyone wondering why their energy holdings are bleeding while the rest of the market soars. #EnergyStocks #ExxonMobil #Chevron #OPEC #AITrade #S&P500 #RecordHigh #InflationHedge #NASAETF #SpaceXIPO #PortfolioConstruction #ValueStocks #SectorRotation #FexingoBusiness #BusinessPodcast #Finance #Investing #MarketAnomaly Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna dissect the surprise success of the NASA-themed ETF that has become a backdoor for retail investors to ride SpaceX's IPO wave. With $2.6 billion in inflows over just two months, the fund is up 12% since March. The hosts break down how this structure works, why SpaceX's private status makes it attractive, and what the flood of retail money means for the IPO market. They also connect the phenomenon to broader market dynamics, including the Russell 2000's recent outperformance and the Fed's cautious stance on inflation. #NASAETF #SpaceX #IPO #RetailInvesting #ETF #SpaceStocks #FexingoBusiness #BusinessPodcast #Investing #Finance #WallStreet #Markets #Russell2000 #Fed #Inflation #Portfolio #LucasAndLuna #StockMarket Keep every episode free: buymeacoffee.com/fexingo

Episode 20 of The Investing Podcast with Fexingo examines the 'patent cliff' that hits major drugmakers when blockbuster exclusivity ends. Lucas and Luna use Pfizer as a case study, noting that the company faces $17 billion in revenue at risk by 2030 as patents on Eliquis, Xtandi, and other key drugs expire. They break down Pfizer's strategy: cutting costs, leaning on its COVID vaccine franchise (Comirnaty), and pursuing targeted acquisitions. The hosts also touch on the broader market backdrop — the S&P 500 at 7,580 and energy stocks like ExxonMobil down over 6 percent in a week. A specific look at how pharma companies navigate the cliff, with numbers and timelines listeners can use. #Pfizer #PatentCliff #PharmaStocks #Eliquis #Comirnaty #DrugPatents #Investing #HealthcareStocks #DividendStocks #Biotech #MergersAndAcquisitions #CostCutting #RevenueAtRisk #S&P500 #EnergyStocks #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Pfizer has seen its stock languish near $26 after the Covid revenue boom faded. But with a $1.2 trillion weight-loss drug market opening and patent expirations looming, the company is at a strategic crossroads. Lucas and Luna examine Pfizer's pipeline bets, the math on its dividend yield, and what the 'patent cliff' really means for long-term investors. They reference the latest CPI data showing persistent inflation and discuss how pharma stocks fit into a portfolio when big pharma is out of favor. #Pfizer #PatentCliff #PharmaStocks #DividendYield #WeightLossDrugs #GLP1 #Inflation #CPI #PortfolioStrategy #ValueInvesting #BigPharma #DrugPricing #Finance #Investing #FexingoBusiness #BusinessPodcast #TheInvestingPodcast #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 hit 7,564 this week, but ExxonMobil and Chevron are down over 4% in five days. Lucas and Luna dig into why energy stocks are getting crushed — falling oil prices, inflation data, and a market rotation out of cyclical sectors. They talk about what this means for dividend investors and whether now might be a buying opportunity. With the Russell 2000 up 3.3% in the same period, the rotation story is getting louder. If you hold energy or are thinking about it, this episode gives you the numbers and the context to decide. #EnergyStocks #ExxonMobil #Chevron #StockMarket #Investing #PortfolioRotation #OilPrices #DividendInvesting #Russell2000 #SP500 #Inflation #ValueStocks #Commodities #MarketAnalysis #FexingoBusiness #BusinessPodcast #InvestingPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the CFTC's lawsuit against Rhode Island over prediction market regulation and the gaming association's claim that states have lost $1 billion in tax revenue. They explore how platforms like Polymarket are drawing billions in volume, why state regulators are fighting back, and what this means for investors watching the regulatory landscape. With the S&P 500 at 7,565 and the Russell 2000 surging 3.4% in five days, the hosts connect the dots between market momentum and the growing clash over event-based contracts. A fresh angle on finance that hasn't been covered in prior episodes. #PredictionMarkets #Polymarket #CFTC #RhodeIsland #TaxRevenue #Regulation #Investing #Finance #BusinessNews #FexingoBusiness #BusinessPodcast #InvestingPodcast #GamingAssociation #InsiderTrading #Google #MarketData #Russell2000 #S&P500 Keep every episode free: buymeacoffee.com/fexingo

The Russell 2000 has surged 3.6% in the past five days, more than double the S&P 500's gain. Lucas and Luna examine what's driving the rotation into small caps—including lower rates, domestic exposure, and a rebound in bank lending. With energy stocks like ExxonMobil down over 5% in the same period, the market is clearly rotating. But is this rally sustainable? The hosts discuss the risks, from sticky inflation to geopolitical uncertainty, and what it means for your portfolio. #Russell2000 #SmallCaps #SP500 #LargeCaps #MarketRotation #ExxonMobil #EnergyStocks #Inflation #FederalReserve #InterestRates #PortfolioStrategy #ValueStocks #GrowthStocks #EconomicData #StockMarket #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into Berkshire Hathaway's growing bet on Japan's five trading houses — Mitsubishi, Mitsui, Itochu, Sumitomo, and Marubeni. With Berkshire's cash pile hitting $325 billion, why is Warren Buffett adding to positions in a market that's already rallied 200% since he first bought in 2020? Lucas explains the structural appeal: cheap leverage, diversified revenue streams, and a yen carry trade that effectively lets Berkshire borrow at near-zero rates. They also discuss the implications for the broader market, including how Japan's corporate governance reforms are making these stocks more shareholder-friendly. Plus, a quick look at the latest news: Jamie Dimon says JPMorgan is eyeing a $20 billion acquisition, and what that says about bank M&A appetite. Tune in for a focused 10-minute conversation on one of the most interesting portfolio moves of 2026. #BerkshireHathaway #WarrenBuffett #JapaneseTradingHouses #Mitsubishi #Mitsui #Itochu #Sumitomo #Marubeni #Investing #Finance #FexingoBusiness #BusinessPodcast #ValueInvesting #InternationalStocks #YenCarryTrade #Dividends #PortfolioDiversification #CorporateGovernance Keep every episode free: buymeacoffee.com/fexingo

Warren Buffett's Berkshire Hathaway has amassed a record $325 billion cash pile, nearly a third of its market cap. Lucas and Luna unpack why Buffett is hoarding cash at historic levels, how the current market environment—with the S&P 500 at 7,519 and small caps surging 6.3% in a week—mirrors conditions that preceded past bull markets, and whether individual investors should follow Berkshire's lead or stay invested. They examine Berkshire's recent sales of Apple and Bank of America, the lack of attractive acquisition targets, and what the cash pile says about Buffett's view on valuations. Plus, the hosts discuss the risks of sitting out vs. staying fully invested, and offer a framework for thinking about portfolio cash allocation today. #BerkshireHathaway #WarrenBuffett #CashPile #RecordCash #StockMarket #InvestingStrategy #PortfolioAllocation #CashIsKing #S&P500 #SmallCaps #Russell2000 #ValueInvesting #Acquisition #Apple #BankOfAmerica #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is up 2.3% in the past five days, the Russell 2000 is surging 6.2%, but ExxonMobil has dropped 7.7% and Chevron is down 6.3%. Lucas and Luna dig into the divergence: is it peak oil fears, a rotation out of defensives, or something else? They break down the macro backdrop — sticky PCE inflation at 130.3, the Fed holding rates at 3.64% — and what the sell-off means for long-term portfolio construction. Plus, a look at how Berkshire Hathaway's energy holdings fit into the picture, and whether dividend hunters should be buying the dip in Big Oil or looking elsewhere. Specific, actionable, and grounded in the latest data from May 26, 2026. #EnergyStocks #ExxonMobil #Chevron #StockMarket #S&P500 #Russell2000 #DividendInvesting #FederalReserve #PCEInflation #PortfolioConstruction #ValueStocks #MarketRotation #OilPrices #BerkshireHathaway #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Despite headline CPI and PCE both creeping up, the market just hit new highs. Lucas and Luna unpack the disconnect: why rising core PCE (up to 129.3) isn't triggering a sell-off, what it means for rate cut timelines, and how to adjust your sector allocation. They examine the rotation into value and small caps — the Russell 2000 up 3.4% in five days — and debate whether the 10-year breakeven inflation rate at 2.40% signals a new regime. With Fed funds flat at 3.64%, the hosts break down the bond market's message and what it says about growth versus inflation fears. Plus: why dividend stocks and banks (JPMorgan up 1.9%) are winning in this environment, and one concrete portfolio move listeners can make this week. #PCE #Inflation #CorePCE #FederalReserve #RateCuts #Russell2000 #SmallCaps #ValueStocks #DividendStocks #JPMorgan #BondMarket #PortfolioStrategy #SectorRotation #StickyInflation #InvestingPodcast #FexingoBusiness #BusinessPodcast #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo

Small-cap stocks are smashing large caps in May 2026, with the Russell 2000 up 3.4% in the past week versus the S&P 500's 1.0%. Lucas and Luna dig into the forces behind the rotation: a flat Fed funds rate at 3.62%, sticky but slowing inflation as measured by core PCE at 129.3, and a valuation gap that hasn't been this wide in a decade. They zoom in on Bank of America, which gained 2.2% this week as regional lenders benefit from the steepening yield curve, and Pfizer, up 2.3% as investors hunt for defensive value in a late-cycle economy. The hosts also weigh the risks—Huawei's chip push and US-China trade tensions—and ask whether this small-cap rally has legs or is just a sugar high. Specific, data-driven, and grounded in the May 25, 2026 market close. #Russell2000 #SmallCaps #SP500 #StockMarket #Investing #ValueStocks #BankOfAmerica #Pfizer #Fed #Inflation #PCE #YieldCurve #PortfolioStrategy #Rotation #FexingoBusiness #BusinessPodcast #Finance #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo