Fexingo

ETF Investing with Fexingo: Exchange-Traded Funds, Sector Picks, and Diversified Portfolios

Business EN ↓ 104 episodes

Lucas and Luna examine the mechanics of exchange-traded funds: how sector-specific ETFs track their benchmarks, when diversification becomes dilution, and which fund structures hold up in volatile markets. Each episode starts with a single ETF or a pair—say, an S&P 500 equal-weight fund versus a market-cap-weighted one—and traces the implications for tax efficiency, liquidity, and rebalancing discipline. Lucas brings the journalistic rigor of tracing an ETF's actual holdings and expense trends over time; Luna pushes back with real-world scenarios: a retiree in a drawdown phase, a growth invest...

Author

Fexingo

Category

Business

Podcast website

www.fexingo.com

Latest episode

Jul 11, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Prediction Markets and the SEC Power Struggle 22.05.2026

Lucas and Luna dive into the regulatory fight over prediction markets, which allow betting on everything from Fed rate decisions to Super Bowl winners. Lucas explains how these markets differ from traditional gambling and why the SEC and states like New Jersey are battling for control. They discuss a recent case where a prediction platform was sued by the SEC, and Lucas highlights the potential im...

The Case for Inflation Protected Bond ETFs Right Now 21.05.2026

Lucas and Luna dig into TIPS and inflation-protected bond ETFs as a portfolio hedge in a cooling-but-sticky inflation environment. With the Fed holding rates steady and the iShares TIPS ETF (TIP) dipping slightly over the past week, they examine why real yields are attractive again, how TIPS ETFs differ from nominal Treasuries, and whether investors should allocate now or wait for a clearer CPI si...

Bond ETFs Are Repricing for a Rate Hike Scenario 21.05.2026

Lucas and Luna dig into the bond ETF moves this week after the Fed minutes revealed officials see a rate hike ahead if inflation stays elevated. With long-duration Treasuries like TLT down 1.2% in five days and the aggregate bond ETF AGG sliding 0.4%, they discuss what this repricing means for fixed-income investors. Lucas points to the flat yield curve and the fact that short-duration ETFs like S...

The Great Rotation From Cash to Stocks Is a Sell Signal 19.05.2026

Lucas and Luna dig into Bank of America's warning that the flood of money flowing out of money-market funds and into equities is a classic 'bull capitulation' — and historically, a sell signal. With the S&P 500 at 7,388, the Dow near 49,558, and the small-cap Russell 2000 down 2.8% over five days, they ask whether this rotation really means the bull is exhausted or just broadening. They look at th...

Listen to the ETF Investing with Fexingo: Exchange-Traded Funds, Sector Picks, and Diversified Portfolios podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.