PODCAST · business
The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio
by Fexingo
Lucas and Luna dissect the daily machinery of long-term investing—stock picks, bond yields, portfolio construction, and the macroeconomic currents that move markets. Each episode starts with a live data feed: Treasury curve shifts from FRED, sector flows from yfinance, or a breaking Fed statement. They debate a single thesis—say, the case for TIPS over nominal bonds in a sticky-inflation regime, or whether a 60/40 portfolio still works when stock-bond correlation turns positive. Lucas frames the numbers with journalist rigor; Luna pushes back with real-world allocation problems from actual portfolio builds. No hot takes, no stock tips—just a clear-eyed conversation about risk, return, and the discipline of staying invested through cycles. Directed at the serious retail investor, the aspiring CFA candidate, or the finance professional who wants to think out loud about markets. Every episode ends with a question: given what we know today, what one move does your portfolio need?
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ABOUT THIS SHOW
Lucas and Luna dissect the daily machinery of long-term investing—stock picks, bond yields, portfolio construction, and the macroeconomic currents that move markets. Each episode starts with a live data feed: Treasury curve shifts from FRED, sector flows from yfinance, or a breaking Fed statement. They debate a single thesis—say, the case for TIPS over nominal bonds in a sticky-inflation regime, or whether a 60/40 portfolio still works when stock-bond correlation turns positive. Lucas frames the numbers with journalist rigor; Luna pushes back with real-world allocation problems from actual portfolio builds. No hot takes, no stock tips—just a clear-eyed conversation about risk, return, and the discipline of staying invested through cycles. Directed at the serious retail investor, the aspiring CFA candidate, or the finance professional who wants to think out loud about markets. Every episode ends with a question: given what we know today, what one move does your portfolio need?
HOSTED BY
Fexingo
CATEGORIES
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