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  • Why the Nasdaq Is Falling More Than the S&P 500 in June 2026

    Why the Nasdaq Is Falling More Than the S&P 500 in June 2026
    2026/06/06
    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
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    9 分
  • How Value Stocks Are Quietly Outperforming Growth in June 2026

    How Value Stocks Are Quietly Outperforming Growth in June 2026
    2026/06/05
    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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    8 分
  • Why Bank Stocks Are Crushing Tech in June 2026

    Why Bank Stocks Are Crushing Tech in June 2026
    2026/06/05
    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
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    10 分
  • Why the Fed Is Stuck at 3.63 Percent and What It Means

    Why the Fed Is Stuck at 3.63 Percent and What It Means
    2026/06/04
    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
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    8 分
  • Why the Federal Reserve Is Stuck at 3.63 Percent

    Why the Federal Reserve Is Stuck at 3.63 Percent
    2026/06/04
    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
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    6 分
  • Why Energy Stocks Are Surging While Tech Stalls

    Why Energy Stocks Are Surging While Tech Stalls
    2026/06/03
    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
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    7 分
  • Why Bank Stocks Are Quietly Outperforming in June 2026

    Why Bank Stocks Are Quietly Outperforming in June 2026
    2026/06/03
    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
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    5 分
  • How Greg Abel Is Remaking Berkshire Hathaway in 2026

    How Greg Abel Is Remaking Berkshire Hathaway in 2026
    2026/06/02
    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
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    10 分