『How Value Stocks Are Quietly Outperforming Growth in June 2026』のカバーアート

How Value Stocks Are Quietly Outperforming Growth in June 2026

How Value Stocks Are Quietly Outperforming Growth in June 2026

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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
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