Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength

Prediction markets like Kalshi and Polymarket are booming in the 2026 bull market, but a wave of insider trading concerns is making companies like Goldman Sachs rethink their policies. Lucas and Luna drill into the specific case of a $50 million bet placed before the Federal Reserve's June FOMC meeting that shifted the odds on a rate cut by fifteen percentage points in two hours. They discuss the...

In this episode of Bull Market Conversations, Lucas and Luna explore how revenue-based financing (RBF) is surging in the 2026 bull market, offering startups an alternative to dilutive venture capital. They focus on Pipe, a platform that lets SaaS companies trade future subscription revenue for upfront capital, and discuss why RBF is gaining traction now—with the S&P 500 at 7,567 and the Russell 20...

Lucas and Luna dig into the corporate bond market in July 2026, where investment-grade yields have compressed to multi-year lows despite record issuance. They explore how companies like Verizon and Lockheed Martin are locking in cheap long-term debt, while Goldman Sachs wins $70 billion in asset management mandates to deploy that capital. The conversation covers the mechanics of bond pricing, the...

In this episode of Bull Market Conversations, Lucas and Luna unpack the exploding retail carry trade — where traders borrow cheap yen and other low-rate currencies to buy high-yield assets like Nasdaq stocks and crypto. With the Fed holding rates at 3.63% and the Bank of Japan stuck near zero, retail traders are now executing sophisticated multi-currency strategies from their phones. The hosts exa...

Palantir's stock has surged 5% in the past five days while the broader market wobbled. Lucas and Luna dig into what's driving the move: a new government contract, growing commercial adoption, and the stock's controversial valuation. They discuss Palantir's unique position in AI-driven defense tech, how it earns its premium multiple, and whether the bull market is overpricing hype or correctly pric...

In this episode of Bull Market Conversations, Lucas and Luna dig into Cloudflare's stunning 7.8% weekly gain as of July 8, 2026, while the Nasdaq and high-growth peers like Shopify and CrowdStrike stumbled. They explore why NET is defying the rotation out of growth, what the company's edge network and AI traffic really mean for its moat, and whether this rally is built on revenue fundamentals or m...

In this episode, Lucas and Luna drill into the recent divergence between the S&P 500 at 7,504 and the Nasdaq down 1.5% over the past week. They focus on high-beta names like Palantir, up 15.2% in five days, and Cloudflare, up 9.6%, asking whether this is a rotation into risk or a momentum trap. Using the live data, they contrast the Russell 2000's 1.4% decline with the Dow's 1.2% gain, unpacking h...

Episode 100 of Bull Market Conversations with Fexingo. With the S&P 500 near 7,500 and the Dow at a record 52,925, small-cap stocks are lagging — the Russell 2000 is down 1.4% over the past five days. But Lucas and Luna argue that this divergence is creating a hidden opportunity in small-cap mergers and acquisitions. They explore how bull market conditions — cheap debt, high equity valuations, and...

The S&P 500 is up 0.2% over the past five days, but the Russell 2000 is down 1%. The real story? Micro-cap stocks, as tracked by the iShares Micro-Cap ETF (IWC), are up over 8% this month. Lucas and Luna dig into why tiny companies are suddenly outperforming their larger peers, focusing on the mechanics of the Trump Accounts program, which is channeling retail cash into smaller stocks. They explor...

In this episode of Bull Market Conversations, Lucas and Luna explore the shifting dynamics of factor investing in 2026. With the S&P 500 at 7,537 and growth stocks like Palantir surging 14.6% in a week, they question whether traditional factors like value and momentum still work as expected. Lucas breaks down how low-volatility and quality factors are outperforming, while Luna points out the rise...

Episode 97 of Bull Market Conversations. The S&P 500 sits at 7,533, the Dow at 52,908, and certain stocks are running away from the pack. Palantir is up nearly 15 percent in five days, CrowdStrike nearly 8 percent. Lucas and Luna dig into why momentum investing in mid-2026 looks different than in past cycles. They examine how concentrated flows, algorithmic herding, and the sheer speed of moves ar...

SPACs were left for dead after 2021's crash. Now they're back — but different. Lucas and Luna unpack how blank-check companies are staging a revival in mid-2026, fueled by structural shifts in the bull market. They dig into the numbers: Palantir's 14.5% weekly surge, the Russell 2000's underperformance versus the Nasdaq, and what record-high prediction market volumes tell us about risk appetite. P...

In this episode of Bull Market Conversations, Lucas and Luna dive into the soaring volumes on prediction markets, driven by the World Cup and other high-profile events. They explore how platforms like Polymarket and Kalshi are benefiting from the current bull market environment, with volumes hitting record highs. The hosts analyze the economics of prediction markets—how they work, who uses them, a...

Episode 94 of Bull Market Conversations with Fexingo explores a counterintuitive trend: as the S&P 500 hits 7,483 and the Nasdaq soars 2.1% in a week, the US dollar has been weakening, creating a natural hedge for multinational earnings. Lucas and Luna break down how companies like Apple and Microsoft are reporting currency tailwinds, why the 'strong dollar headwind' narrative of 2022 has reversed...

This episode of Bull Market Conversations explores how the 2026 bull market is reshaping the IPO playbook, with SpaceX emerging as the ultimate blueprint for a new wave of mega-cap listings. Lucas and Luna break down the numbers behind the recent surge in prediction market volumes tied to the World Cup, the Citadel hedge fund gains that sidestepped the quant selloff, and why the traditional IPO pi...

Even as the S&P 500 sits at 7,483 and the Nasdaq at 25,833 — both up over 2 percent in the last five days — the Russell 2000 has actually fallen half a percent. Lucas and Luna dig into what this divergence means for investors riding the July 2026 bull market. They explore how the narrow leadership of mega-cap tech is masking weakness in small caps, what it signals about the health of the rally, an...

In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore why dividend-paying stocks are being left behind in the current rally. With the S&P 500 at 7,483 and the Nasdaq surging 2.1% in the last five days, investors are flocking to growth names like Palantir and CrowdStrike. But Lucas argues that boring dividends still have a place—especially for risk-aware investors. They...

SpaceX has never gone public, but its approach to capital raising and long-term strategy is reshaping how companies think about IPOs in 2026. Lucas and Luna break down the SpaceX blueprint: staying private to avoid quarterly pressure, raising massive rounds at ever-higher valuations, and letting employees sell on the secondary market. They contrast this with the traditional IPO path, using the rec...

This episode of Bull Market Conversations examines how SpaceX's private-market success is rewriting the rules for mega-cap tech IPOs. Lucas and Luna look at the evolving blueprint—from staying private longer to building cult-like investor demand—and discuss what it means for the bull market. They reference recent headlines about a new wave of mega-cap IPOs and connect it to the broader market rall...

In this episode, Lucas and Luna examine how the Nasdaq Composite's surge to 26,040 is reshaping the bull market playbook for growth investors. They discuss the concentration of gains in mega-cap tech, the role of AI-driven infrastructure demand in companies like Datadog and Cloudflare, and the economic backdrop of steady GDP growth at 2.1% with stable interest rates around 3.63%. The conversation...

In this episode of Bull Market Conversations, Lucas and Luna dive into Datadog's explosive 21.3% rally over the past five trading days, exploring why the cloud monitoring company is outperforming even the high-flying Nasdaq. With the Nasdaq up 3% and growth ETFs like VUG soaring 4.2%, Datadog stands out as a bellwether for enterprise software demand. Lucas explains how Datadog's platform, which ag...

Episode 86 of Bull Market Conversations explores a surprising beneficiary of the current bull market: municipal bonds. With the S&P 500 at 7,499 and small caps enjoying their best first half in 35 years, Lucas and Luna discuss how state and local governments are refinancing debt at lower rates, the surge in green muni bonds tied to infrastructure projects, and why investors are piling into muni ET...

In episode 85 of Bull Market Conversations, Lucas and Luna dig into a concept that sounds old-fashioned but is having a moment: competitive moats. They use CrowdStrike and Datadog as case studies to show how durable competitive advantages have driven outperformance in the 2026 bull market. With CrowdStrike up over 60 percent year-to-date and Datadog up nearly 80 percent, the hosts explore what sep...

In this episode, Lucas and Luna dig into the surprising repricing of growth stocks in the current bull market. With the S&P 500 at 7,497 and the Nasdaq Composite up 2.8% over the past five days, they examine how high-multiple stocks like Datadog and Cloudflare are seeing renewed momentum. They discuss the role of AI-driven optimism, the shift in investor sentiment from value to growth, and what th...

In this episode of Bull Market Conversations, Lucas and Luna explore how the sustained bull market of 2026 is transforming the corporate bond landscape. With the S&P 500 at 7,440 and real GDP growth at 2.1%, companies are finding cheap capital, but investors face a tightening spread between investment-grade and high-yield debt. Lucas explains how falling Fed funds rates and strong economic data ar...