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  • Why Jamie Dimon Says No to Stocks at Current Prices

    Why Jamie Dimon Says No to Stocks at Current Prices
    2026/07/21
    In this episode of The Investing Podcast, Lucas and Luna dig into Jamie Dimon's latest warning that markets are underestimating geopolitical risk. With the S&P 500 at 7,509 and the VIX elevated, Dimon says he wouldn't buy stocks or Treasuries at current prices. The hosts examine the disconnect between Dimon's caution and the market's resilience, looking at energy stocks like Chevron and Exxon that have surged 5% in the past week amid escalating U.S.-Iran tensions. They also consider what Dimon's stance means for long-term portfolio strategy and whether retail investors should pay attention. This is a focused look at one of Wall Street's most respected voices and what his caution signals for the second half of 2026. #JamieDimon #JPMorgan #StockMarket #GeopoliticalRisk #USIran #S&P500 #EnergyStocks #Chevron #ExxonMobil #Bonds #Treasuries #VIX #PortfolioStrategy #Investing #Finance #FexingoBusiness #BusinessPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Large Caps Are Quietly Losing Their Edge in July 2026

    Why Large Caps Are Quietly Losing Their Edge in July 2026
    2026/07/21
    In this episode, Lucas and Luna examine why large-cap stocks have underperformed small caps and value indexes over the past week. With the S&P 500 down 1.3% in five days while the Russell 2000 slipped only 0.8%, and value ETFs like IWD edging positive, the hosts drill into what's driving the rotation. Lucas points to signs of slowing GDP and sticky core PCE at 2.6% as reasons why growth-premium names are repricing. Luna brings up Jamie Dimon's recent warning that markets underestimate risk. They discuss JPMorgan's flatness, Chevron's 4.4% weekly gain, and what the index fund fee war means for active management. The conversation ends with a honest moment about how listener support through buy me a coffee dot com slash fexingo keeps the podcast ad-free. A nuanced look at a shift that could define the second half of 2026. #S&P500 #LargeCap #SmallCap #Russell2000 #ValueStocks #GrowthStocks #JamieDimon #JPMorgan #Chevron #IndexFunds #ETFs #FedPolicy #CorePCE #MarketRotation #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Buffett Is Buying More Occidental Petroleum Shares

    Why Buffett Is Buying More Occidental Petroleum Shares
    2026/07/20
    Berkshire Hathaway has been steadily adding to its Occidental Petroleum stake, and the latest SEC filing suggests Warren Buffett sees something the market is missing. Lucas and Luna dig into the numbers: Berkshire now owns over 30% of OXY, the timing relative to oil prices and Chevron's recent outperformance, and what this says about Buffett's view on energy at a moment when the S&P 500 is slipping and value stocks are grinding higher. They also discuss the strategic logic behind the stake — is it a bet on carbon capture, a pipeline of future dividends, or simply Buffett playing the long game while the rest of Wall Street chases AI? Plus, a real-talk moment about how listener support keeps the podcast ad-free and independent. #WarrenBuffett #BerkshireHathaway #OccidentalPetroleum #OXY #EnergyStocks #ValueInvesting #DividendStocks #CarbonCapture #SECFiling #StockBuyback #OilPrices #Chevron #S&P500 #PortfolioStrategy #LongTermInvesting #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Core PCE Is Sticky at 2.6

    Why Core PCE Is Sticky at 2.6
    2026/07/20
    In this episode of The Investing Podcast, Lucas and Luna dive into the latest inflation data for July 2026, focusing on the Core PCE price index which has remained stubbornly at 2.6 percent year-over-year for three consecutive months. They explore why this measure matters more to the Fed than CPI, how it's impacting rate cut expectations, and what it means for portfolio positioning. Using recent Fed commentary from Dallas Fed President Logan calling for modestly higher rates, they discuss the disconnect between market pricing and Fed guidance. They also break down the surprising resilience of regional banks like Bank of America and JPMorgan in this environment, and consider whether value stocks or bonds offer better protection against a sticky inflation scenario. A must-listen for investors trying to navigate the late-cycle confusion. #CorePCE #Inflation #FederalReserve #InterestRates #PortfolioStrategy #RegionalBanks #ValueStocks #Bonds #LorieLogan #DallasFed #BankOfAmerica #JPMorgan #CPI #PCE #Finance #FexingoBusiness #BusinessPodcast #Investing Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Netflix Stock Defied the Streaming Loss Narrative

    Why Netflix Stock Defied the Streaming Loss Narrative
    2026/07/19
    Netflix reported Q2 2026 earnings that sent the stock up 8% in after-hours trading. Lucas and Luna break down the key numbers: 8.2 million net new subscribers, a $0.50 operating margin improvement, and a 15% year-over-year revenue growth in the APAC region. They discuss how Netflix's ad-tier pivot and password-sharing crackdown are driving profitability, and why Wall Street is rethinking the 'streaming is dead' narrative. The hosts also touch on the broader media landscape, including Disney's streaming losses and the rise of free ad-supported TV. Plus: Lucas makes the case for why Netflix's free cash flow trajectory is the most underrated metric in the space. A must-listen for media investors and anyone wondering where streaming profits actually come from. #Netflix #Streaming #Earnings #Investing #Finance #Business #Media #AdTier #FreeCashFlow #SubscriberGrowth #Disney #WallStreet #Q2Earnings #PasswordSharing #FAST #StockMarket #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Netflix Stock Defied the Streaming Loss Narrative

    How Netflix Stock Defied the Streaming Loss Narrative
    2026/07/19
    Netflix shares have surged over 40% year to date, even as the company reports its first quarterly subscriber loss in a decade. In this episode, Lucas and Luna unpack the paradox: how Netflix convinced Wall Street to stop caring about subscriber counts and start valuing profit margins, free cash flow, and ad-tier revenue. They dig into the July 2026 numbers — ad-tier users now represent 38% of new sign-ups, average revenue per user is up 11% year over year, and the company generated $2.1 billion in free cash flow last quarter. They also compare Netflix's pivot to the struggles at Disney+ and Warner Bros. Discovery, and ask whether the streaming industry has finally learned that growth-at-all-costs doesn't work. If you've been following the streaming wars, this episode reframes the whole narrative around what actually drives long-term shareholder value. #Netflix #StreamingWars #Investing #Finance #Business #FexingoBusiness #BusinessPodcast #Earnings #FreeCashFlow #AdTier #SubscriberGrowth #Disney #WarnerBrosDiscovery #Valuation #ProfitMargins #TechStocks #Media #StockAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Buffett Is Quietly Buying Regional Banks Again

    Why Buffett Is Quietly Buying Regional Banks Again
    2026/07/18
    In July 2026, Berkshire Hathaway has been adding to its position in a midwestern regional bank—a name that doesn't make the usual headlines. Lucas and Luna dig into why Buffett is ignoring the big money-center banks and focusing on a lender with a fortress balance sheet and a loan book tied to agricultural and small-business lending. They look at the regional bank recovery since the 2023 crisis, the current interest-rate backdrop with the Fed holding at 3.63%, and what the Berkshire move signals for value investors. Specific numbers: the bank's return on equity of 14.2%, a price-to-book ratio of 1.1, and a dividend yield of 2.8%. Plus the hosts discuss how the Dallas Fed's recent call for 'modestly' higher rates might affect small-bank net interest margins. A concrete case study in how legendary value investors find opportunity when the crowd is looking elsewhere. #WarrenBuffett #BerkshireHathaway #RegionalBanks #ValueInvesting #Banking #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket #Dividends #SmallBusinessLending #AgriculturalLending #InterestRates #Fed #PortfolioManagement #BankStocks #MidwestBanking Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • The Index Fund Fee War Reaches Zero

    The Index Fund Fee War Reaches Zero
    2026/07/18
    Episode 118 of The Investing Podcast. Lucas and Luna break down the race to zero in index fund fees. Vanguard, BlackRock, and Fidelity are slashing expense ratios to fractions of a basis point. But when management fees approach zero, where do profits come from? The hosts discuss securities lending, cash drag, and how asset managers are making money after the fee disappears. With the S&P 500 near all-time highs and the Federal Reserve holding rates at 3.63 percent, the economics of passive investing are shifting. Lucas and Luna examine whether investors are paying hidden costs in the name of 'free.' A must-listen for anyone holding low-cost ETFs in their retirement portfolio. #IndexFunds #Vanguard #BlackRock #Fidelity #ExpenseRatio #PassiveInvesting #ETFs #SecuritiesLending #FeeWar #AssetManagement #Investing #Finance #S&P500 #Fed #Portfolio #LowCostInvesting #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分