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  • Why Growth Stocks Are Getting Crushed in a Broad Bull Market

    Why Growth Stocks Are Getting Crushed in a Broad Bull Market
    2026/06/06
    Episode 35 of Bull Market Conversations dives into the stark rotation happening in June 2026: while the Dow holds near 50,800 and the NYSE composite barely dips, the NASDAQ has shed 5.1% in a week and high-growth darlings like Shopify, CrowdStrike, Datadog, and Palantir are down 12 to 16 percent. Lucas and Luna unpack the macro and sector forces behind this divergence — from the hot May jobs report pushing Fed cuts further out, to rising bond yields, to the rotation into value and cyclicals. They discuss what this means for momentum investors and whether the bull market is truly broadening or simply changing its leaders. Specific numbers and real market data ground every beat, making this a concrete 10-minute briefing for anyone navigating the June market. #GrowthStocksCrash #BullMarketRotation #DowVsNasdaq #June2026Markets #FedPolicy #RateHikes #ValueStocks #Cyclicals #Shopify #CrowdStrike #Palantir #Datadog #ARKK #TechnicalAnalysis #MarketDivergence #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Growth Stocks Are Getting Crushed in a Broad Bull Market

    Why Growth Stocks Are Getting Crushed in a Broad Bull Market
    2026/06/06
    The bull market isn't over — it's rotating. While the S&P 500 and Dow are holding near all-time highs, the NASDAQ has dropped over 5% in five days, and high-growth names like Shopify, CrowdStrike, Datadog, and Palantir have been hit especially hard. In this episode, Lucas and Luna dissect the June 2026 growth stock sell-off: what's driving it, why a hot jobs report is pushing rate-cut expectations further out, and what it means for investors who've been riding the momentum trade. Lucas breaks down the numbers — Shopify down 11.7% in a week, CrowdStrike off 14.2%, Palantir down 15.6% — while Luna questions whether this is a healthy rotation into cyclicals or a warning sign for the broader rally. If you're wondering whether to hold, trim, or rotate your growth positions, this episode gives you the framework to decide. #GrowthStocks #SellOff #BullMarket #Rotation #Shopify #CrowdStrike #Datadog #Palantir #NASDAQ #SP500 #DowJones #Fed #RateCuts #JobsReport #MomentumTrading #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • High-Growth Stocks Are Crashing While the Dow Holds Steady

    High-Growth Stocks Are Crashing While the Dow Holds Steady
    2026/06/05
    Episode 33 of Bull Market Conversations with Fexingo explores the dramatic divergence between high-growth stocks and the Dow Jones Industrial Average as of June 5, 2026. While the Dow sits near 51,172, largely flat on the week, growth-heavy names like Shopify, CrowdStrike, Datadog, and Palantir have suffered sharp double-digit declines. Lucas and Luna drill into the numbers—Shopify down 11.4%, Datadog off 15.5%, Palantir losing 14.6%—and ask whether this is a healthy rotation or a warning signal. They examine the role of the Fed holding rates at 3.63%, the quiet strength of value and industrial stocks, and what investors should watch for next. The episode includes a low-key listener-support pitch tied to navigating market shifts. A focused, data-driven conversation for anyone trying to understand why some parts of the bull market are suddenly breaking. #MarketRotation #GrowthStocks #DowJones #Shopify #CrowdStrike #Datadog #Palantir #ValueStocks #FederalReserve #InterestRates #InvestingStrategy #BullMarket #StockMarketCrash #TechSelloff #PortfolioManagement #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How SpaceX and Starlink Create a 2 Trillion Dollar IPO Opportunity

    How SpaceX and Starlink Create a 2 Trillion Dollar IPO Opportunity
    2026/06/05
    Lucas and Luna dig into Ark Invest's recent claim that Starlink alone could support a $2 trillion valuation for SpaceX at IPO. They explore what that number means for retail investors who own SpaceX through Ark's venture ETF, the logic behind private-market pricing, and how Starlink's revenue trajectory might justify such a lofty figure. With the S&P 500 at 7,584 and the NASDAQ above 26,800, Luna asks whether this is a moment to consider pre-IPO exposure or just more hype. Lucas walks through the math on Starlink's subscriber growth and the broader satellite-internet market, then offers a measured take on what the $2 trillion figure really signals. They also touch on how prediction markets like Kalshi are trying to build a Bloomberg Terminal for event contracts, linking the theme of valuing non-traditional assets. The episode closes with a look at what happens when retail investors get access to companies that used to be institutional-only. #SpaceX #Starlink #ArkInvest #IPO #VentureETF #RetailInvesting #SatelliteInternet #PrivateMarkets #Valuation #BullMarket #PreIPO #ElonMusk #Kalshi #PredictionMarkets #Finance #FexingoBusiness #BusinessPodcast #BullMarketConversations Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why NASDAQ and Dow Divergence Signals Rotational Bull Market

    Why NASDAQ and Dow Divergence Signals Rotational Bull Market
    2026/06/04
    The S&P 500 sits at 7,584, but beneath the surface the NASDAQ is down 0.5% in a week while the Dow is up 1.1%. Lucas and Luna unpack what this divergence means for the bull market in early June 2026. They focus on two specific sectors driving the rotation: utilities and energy, which have quietly taken the baton from Big Tech. Lucas cites the Dow's 51,601 level and the NASDAQ's 26,825 to show how the rally is broadening. They discuss how the ten-year Treasury yield near 4.2% is reshaping investor math, making dividend stocks more attractive. Luna brings up the recent underperformance of high-growth names like CrowdStrike and Palantir, down 3.8% and 9.9% respectively this week. The hosts drill into why this rotation might have legs, referencing the Fed's steady rate at 3.63% and the 1.6% real GDP growth backdrop. The episode closes with a reflection on how listening to market signals like sector leadership changes is more useful than forecasting. #DowJones #NASDAQ #S&P500 #RotationalBullMarket #Utilities #EnergyStocks #SectorRotation #FedRate #TreasuryYield #DividendStocks #GrowthStocks #CrowdStrike #Palantir #MarketDivergence #BullMarket #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Small Caps Are Quietly Rebuilding Amid the June 2026 Bull Market

    How Small Caps Are Quietly Rebuilding Amid the June 2026 Bull Market
    2026/06/04
    Lucas and Luna explore a surprising development in the ongoing bull market: while large-cap indexes like the S&P 500 and NASDAQ have stalled this week, the Russell 2000 has actually pulled back more sharply, dropping 1.5% in five days. But beneath that headline, there are signs of quiet rotation into higher-quality small-cap names, particularly in industrials and technology. Lucas breaks down the divergence between the Russell's recent underperformance and the underlying earnings growth among small-cap stocks, which are now growing profits at a faster clip than large caps for the first time in three years. Luna brings data showing that small-cap valuations relative to large caps are near historic lows, and that active managers are starting to increase exposure. They discuss whether this is a setup for a catch-up rally or just another false dawn for small caps. Specific numbers: the Russell 2000 trades at roughly 15 times forward earnings versus the S&P 500's 21 times, a gap not seen since the early 2000s. They also touch on the recent CrowdStrike and Datadog surges as examples of how quality growth is rotating within the small- and mid-cap space. #Russell2000 #SmallCaps #BullMarket #June2026 #StockMarket #Investing #Finance #Business #Podcast #FexingoBusiness #BusinessPodcast #MarketRotation #ValuationGap #EarningsGrowth #CrowdStrike #Datadog #IndustrialStocks #SmallCapValue Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Cloudflare and CrowdStrike Are Leading This Bull Market in June 2026

    Why Cloudflare and CrowdStrike Are Leading This Bull Market in June 2026
    2026/06/03
    Lucas and Luna dig into the striking divergence in this bull market: while mega-cap tech and small caps stall, cybersecurity and cloud infrastructure stocks like Cloudflare, CrowdStrike, and Datadog are surging double digits in a single week. They explore what's driving the rotation — from AI agent adoption to enterprise spending shifts — and what it signals about the next phase of the cycle. Tune in for a data-rich look at the stocks quietly powering the June 2026 rally. #Cloudflare #CrowdStrike #Datadog #Cybersecurity #CloudInfrastructure #BullMarket #StockMarket #AI #EnterpriseTech #MarketRotation #June2026 #Fexingo #Business #Finance #FexingoBusiness #BusinessPodcast #InvestmentStrategy #TechStocks Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Greg Abel Is Reshaping Berkshire Hathaway for June 2026

    How Greg Abel Is Reshaping Berkshire Hathaway for June 2026
    2026/06/03
    Episode 28 of Bull Market Conversations looks at how Greg Abel is putting his own stamp on Berkshire Hathaway in 2026. Since assuming the Berkshire reins, Abel has orchestrated nearly 17 billion dollars in deals this year, including a surprise push into tech and AI hardware. Lucas and Luna use the latest data from June 3, 2026, to break down how this marks a departure from Warren Buffett's traditional playbook, why the market is rewarding the strategy with a 1.2% S&P 500 gain over the past week, and what it means for long-term Berkshire investors. The conversation also touches on the role of AI in reshaping even the most conservative conglomerates and why this moment feels different from past leadership transitions. A focused, insight-driven look at one of the biggest stories in corporate finance this quarter. #GregAbel #BerkshireHathaway #WarrenBuffett #MergersAndAcquisitions #AIHardware #TechStocks #ValueInvesting #Conglomerate #SP500 #BullMarket #June2026 #CorporateFinance #DealMaking #LeadershipChange #InvestmentStrategy #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分