The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio

In this episode, Lucas and Luna dive into a surprising trend in July 2026: consumer staples stocks like Procter & Gamble and Coca-Cola are quietly outperforming the broader market while tech giants struggle. Lucas explains how the sector benefits from persistent inflation, with CPI rising to 334.0 and core inflation sticky at 336.1, driving investors toward pricing power and defensive earnings. Th...

Lucas and Luna explore how rising CPI and core PCE are changing the dividend landscape in July 2026. They focus on Chevron's surprising 4.9% weekly gain and Pfizer's steady yield, contrasting them with bank stocks like JPMorgan that are lagging. The hosts drill into the concept of 'inflation-protected dividends' — companies with pricing power and low debt that can grow payouts faster than inflatio...

Goldman Sachs just landed $70 billion in asset management mandates from Verizon and Lockheed Martin on the same day. Lucas and Luna break down the structural shift that let a bank built for trading and M&A quietly become one of the world's largest money managers. They walk through the economics of institutional fee compression, why scale is the only moat that matters, and what it means for the ret...

Gold stocks have quietly become the best-performing sector in July 2026, outpacing even the Nasdaq. Lucas and Luna dig into why — from the Fed stuck at 3.63% to rising CPI and the ten-year breakeven inflation rate holding at 2.25%. They spotlight two miners, Newmont and Barrick Gold, whose free cash flow yields now rival big tech. Plus, a surprising pivot from hedge funds that were short gold earl...

In this landmark 100th episode of The Investing Podcast, Lucas and Luna dive into Warren Buffett's Berkshire Hathaway, which is now sitting on a record $325 billion in cash. With the S&P 500 near all-time highs at 7,483 and the Fed funds rate stuck at 3.63 percent, Buffett's caution raises a key question for long-term investors: is cash actually a position? The hosts explore Berkshire's recent mov...

Michael Burry made headlines this week for taking large positions in DraftKings and Flutter. Lucas and Luna break down the logic behind the bet, the regulatory headwinds facing prediction markets, and what it says about the broader gambling-to-investing pipeline. They also touch on what recent Fed minutes reveal about internal divisions on rates, and how listeners can support the team at buy me a...

While the Nasdaq dips and small caps lag, energy stocks like ExxonMobil and Chevron are surging in mid-2026. Lucas and Luna break down why oil majors are up 3-5% in the last week, how higher CPI and sticky breakeven inflation are boosting the sector, and what it means for the classic 60-40 portfolio. They also discuss whether this rally has legs or is just a summer rotation, with specific data fro...

The S&P 500 is near all-time highs, but beneath the surface, a massive rotation is happening. Growth stocks are getting hammered - the Nasdaq dropped 1.5% in the last five days - while value stocks are surging. Lucas and Luna break down the numbers: the Dow up 1.2%, the Russell 2000 down 1.4%, and bank stocks like JPMorgan and Bank of America jumping over 4% each. They explain why this is happenin...

Episode 96 of The Investing Podcast with Fexingo. Lucas and Luna examine why bank stocks like JPMorgan and Bank of America are surging in July 2026, with JPM up 3% in the last five days. They explore the drivers: a flat Fed funds rate at 3.63%, strong net interest margins, and a steep yield curve. They also discuss the risk of a potential recession and how rising CPI could impact loan demand. The...

Lucas and Luna examine why bank stocks like JPMorgan and Bank of America are surging in early July 2026, even as the broader market shows mixed signals. With the S&P 500 at 7,537 and the Dow at 53,056, financials have outpaced most sectors. The hosts dig into the numbers: JPM up 2.5% and BAC up 3.5% over five days, while small caps are flat and energy stocks languish. They discuss how rising CPI a...

With the S&P 500 at 7,483 and the Nasdaq near 26,000, most investors are chasing growth. But Lucas and Luna look at a quieter trend: cash-rich companies like Berkshire Hathaway and JPMorgan are quietly outperforming, while energy stocks like Chevron slip. They break down why a $300 billion cash pile was a strategic bet, how Bank of America's size is an advantage, and why the 60-40 portfolio is mak...

Lucas and Luna explore a surprising divergence in July 2026: while the Nasdaq hovers near all-time highs, large cap value stocks — tracked by funds like the iShares S&P 100 Value ETF — are quietly outperforming over the past week. They unpack why value is winning, what it means for your portfolio, and whether this rotation has legs. Specific data points include the S&P 500 at 7,483, the Russell 20...

While the S&P 500 and Nasdaq hit new highs, the Russell 2000 is actually down over the past week. Lucas and Luna dig into why small caps are getting left behind in July 2026 — from the Fed holding rates at 3.63% to rising CPI squeezing margins. They look at what’s changed since the 'Fed pivot' narrative of early 2026 and whether the rotation story is dead or just delayed. Plus, a quick honest mome...

The classic 60-40 stock-bond portfolio has been declared dead repeatedly over the past decade. But as of mid-2026, it's quietly posting its best relative returns since the early 2000s. Lucas and Luna dive into the numbers: the S&P 500 at 7,483, the ten-year Treasury yield hovering near 4.1 percent, and the correlation between stocks and bonds turning negative again. They unpack why the 'bonds are...

In this episode, Lucas and Luna break down how Citadel's hedge funds posted strong first-half gains in 2026, with a particular focus on the flagship strategy that sidestepped the June quant selloff. They examine what made Citadel's approach different from systematic funds that struggled, including its multi-manager structure, position sizing discipline, and risk management playbook. The hosts also...

In this episode of The Investing Podcast, Lucas and Luna dig into the latest CPI numbers and what they mean for bond investors. With CPI at 334 and core CPI at 336.1, both up from last month, the hosts explain how persistent inflation is changing the calculus for bond ladders, Treasury ETFs, and fixed-income portfolios. They discuss the Fed's flat rate at 3.63%, the 10-year breakeven inflation rat...

In this episode, Lucas and Luna break down how the latest CPI data, which ticked up to 334.0 in May 2026, is quietly changing the game for bond investors. With the Fed funds rate stuck at 3.63 percent and breakeven inflation holding at 2.23 percent, they explore why traditional bond laddering might need a rethink. Lucas shares a concrete example: how an investor using a 1-5 year Treasury ladder co...

The Federal Reserve's key interest rate has been flat at 3.63 percent since June, even as inflation ticks up and the economy shows mixed signals. In this episode, Lucas and Luna unpack what the Fed's pause really means for investors — from bond yields and stock valuations to the housing market and corporate borrowing costs. They discuss why the Fed might be waiting for more clarity on inflation, h...

Lucas and Luna explore Ant Group's surprising pivot into humanoid robotics. Over the past 18 months, the Alibaba affiliate has struck more than a dozen deals, investing in startups across AI chips, sensors, and locomotion. They discuss Ant's motivations—diversifying beyond fintech, leveraging its AI expertise, and tapping into China's robotics supply chain. With the Nasdaq crossing 26000 and the R...

In this episode of The Investing Podcast, Lucas and Luna break down how the Warsh Fed's subtle pivot is changing the game for bond ladder strategies. With the Fed funds rate holding at 3.63 percent and inflation still sticky at 2.24 percent breakeven, many income investors are questioning how to position fixed-income portfolios. Lucas walks through why a barbell approach — short-term Treasuries pa...

The Nasdaq crossed 26,000 for the first time on June 30, 2026, capping a first half where the index surged over 20%. But beneath the headline number, Lucas and Luna unpack a market that's anything but uniform. They examine the split between mega-cap tech winners and laggards in energy and banks, what the rally means for long-term portfolio construction, and why the historical comps to the dot-com...

The Nasdaq Composite closed above 26,000 for the first time on June 30, 2026, capping a stunning first half that saw the index rally nearly 15%. But beneath the milestone, the market is more split than ever. Lucas and Luna break down the three forces driving the Nasdaq to new highs — AI infrastructure spending, a rotation out of mega-cap tech into quality growth, and falling bond yields — and deba...

ExxonMobil has dropped 2.6% and Chevron 4.3% over the past five days even as the S&P 500 hits 7,440 and the Dow sits at 52,183. In this episode of The Investing Podcast with Fexingo, Lucas and Luna break down why energy is suddenly the laggard in a rising market. They examine falling crude prices, the Fed's steady rate policy at 3.63%, and the ripple effects from China's economic rebound shifting...

With the S&P 500 sitting above 7,440 and the Nasdaq near 25,820, the AI infrastructure boom is increasingly a China story. Lucas and Luna dig into a surprising Sun 28 Jun 2026 Cnbc headline: ten Chinese-listed companies are quietly supplying the power equipment, cooling systems, and fiber-optic gear for U.S. data centers. They trace how names like Vertiv Holdings (a U.S. firm with deep China suppl...

In this episode of The Investing Podcast, Lucas and Luna explore the quiet outperformance of dividend stocks in late June 2026. With the S&P 500 down 1.6% over five days and the Nasdaq falling 3.3%, high-dividend ETFs like VTV and IWD are holding steady or slightly positive. The hosts drill into why dividend stocks are acting as a defensive anchor, examine the role of rising real yields and a caut...