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

The stock market is telling two different stories right now: the Nasdaq is down 3.3% in five days while the Dow is up. Lucas and Luna drill into one specific corner of the split—the quiet surge in Treasury ETFs. With the Fed holding rates at 3.63% and core PCE creeping up to 130.1, bond markets are pricing in something stocks haven't caught up to. They walk through how the iShares 20+ Year Treasur...

SpaceX is joining the Nasdaq-100 in a fast-tracked move that will trigger massive buying from ETFs tracking the index. Lucas and Luna break down the mechanics: how many shares the Invesco QQQ Trust will need to buy, what it means for the stock's liquidity, and why this hasn't happened for a company of this size in years. They also discuss the broader implications for index investors—how forced buy...

Lucas and Luna explore how the nearshoring boom—accelerated by trade tensions and supply chain resilience demands—is reshaping industrial real estate. They focus on logistics REITs like Prologis and Rexford Industrial, which are seeing record occupancy and rent growth in inland markets like Dallas-Fort Worth and Phoenix. The hosts discuss how shifting manufacturing from Asia to Mexico and the U.S....

As of late June 2026, Berkshire Hathaway is sitting on roughly $325 billion in cash and short-term Treasury bills — a record sum that has doubled in just over two years. In this episode, Lucas and Luna break down how Warren Buffett and his team have been building that pile, selling stock positions while hoarding T-bills yielding around 4.3 percent. They examine why this matters for the broader mar...

The S&P 500 sits near all-time highs, but beneath the surface, a dramatic divergence is playing out. Lucas and Luna break down the data: the Nasdaq has dropped 3.3% in five days while the Dow and Russell 2000 are flat to slightly positive. They explore what's driving the split — from tech rotation to value stock resilience — and what it means for long-term portfolio construction. With the Fed hold...

In this episode of The Investing Podcast, Lucas and Luna explore the massive surge in bond ETF flows in late June 2026. With $4.2 billion pouring into fixed-income ETFs in just one week, they examine what this 'hunt for yield' means for investors. They discuss how the Fed's pause at 3.63% and sticky core PCE at 130.1 are driving yield seekers into bonds, while the stock market shows a stark diverg...

Episode 73 of The Investing Podcast with Fexingo dives into the quiet rotation from growth to value stocks in June 2026. Lucas and Luna unpack how the iShares S&P 100 Value ETF (IWD) has gained 1% in the past five days while the Nasdaq Composite dropped 4.4%, and discuss whether this shift is sustainable. They examine JPMorgan's 3.1% weekly gain as a bellwether for financials, contrast it with Pfi...

Lucas and Luna dig into the biggest divergence in markets this June: the S&P 500 down 0.8% in the last five days, the Nasdaq off 2.1%, but the Dow up 0.7% and the Russell 2000 surging 2.4%. They focus on one sector leading the rotation — banks — and what the Fed stress test results mean for shareholder payouts. JPMorgan just announced a $50 billion buyback; Goldman Sachs raised its dividend. Meanw...

On June 24, 2026, the Russell 2000 is up 2.4% over the past five days while the Nasdaq fell over 2%. Lucas and Luna explore why small caps are leading for the first time in two years, digging into the role of domestic exposure, lower valuations, and a potential Fed tailwind. They contrast this with energy stocks—Exxon down 2.7%, Chevron off 3.5%—and ask whether the rotation has legs or is just a s...

While the Nasdaq Composite dropped 3% over the past week, the Russell 2000 gained 1.2%. Lucas and Luna dig into why small caps are outperforming big tech in June 2026. They trace the shift to the Warsh Fed's rate pause, sticky core inflation, and the rotation out of mega-cap growth into value and domestically focused stocks. The hosts discuss specific sectors driving the Russell's resilience: regi...

The S&P 500 is down nearly 2% over the past five days, the Nasdaq has dropped 3%, but the Russell 2000 is actually up more than 1%. Lucas and Luna unpack the rotation into small-cap value, why energy and pharma are getting crushed while banks rally, and what the Warsh Fed's rate pause means for your portfolio allocation. They also break down how the 10-year breakeven inflation rate of 2.23% is sig...

Lucas and Luna look past the flashy bank rally and the beaten-down energy sector to find a quieter story: consumer staples stocks are grinding higher with zero fanfare. They drill into the specific numbers — the S&P 500 down 1.1% over the past five days while the Dow eked out a tiny gain, and how the Russell 2000's 1.3% rise hints at a rotation into value. The conversation lands on Procter & Gambl...

In this episode, Lucas and Luna dig into a corner of the market that rarely gets attention but is quietly shifting: REITs. With Kevin Warsh remaking the Fed and the Fed funds rate holding at 3.63 percent, real estate investment trusts—especially those tied to office and retail—are feeling a structural squeeze. Lucas breaks down why rising breakeven inflation rates and sticky core CPI are forcing R...

Lucas and Luna dig into the widening sector split in June 2026: banks like JPMorgan and Bank of America hitting new highs on a steady-rate Fed and strong lending income, while big pharma stocks like Pfizer are getting hammered. Why? Lucas walks through three factors: patent cliff losses, a tough CPI print that dents pricing power, and a market rotation that's punishing defensive sectors. Luna push...

The Warsh Fed's rate pause has been good for most stocks, but utilities are behaving strangely. Lucas and Luna dig into why utilities—normally bond proxies—are diverging from Treasuries. They examine the yield spread, the impact of falling energy costs on regulated utilities, and how the Fed's new 'velvet glove' regime is changing the risk calculus for defensive sectors. Using real data from June...

In this episode, Lucas and Luna dissect the quiet shift in the active versus passive investing debate as of June 2026. With the S&P 500 at 7,501 and the Dow at 51,565, passive index funds continue to dominate, but active ETFs are gaining ground thanks to the Warsh Fed's rate policy and sector dispersion. Lucas points to the energy sector's 6-7% drop in large-cap stocks like Exxon and Chevron as a...

In this episode of The Investing Podcast with Fexingo, Lucas and Luna unpack how the unexpectedly hawkish tone from the Warsh Federal Reserve is forcing bond investors to rethink duration and yield curve strategies. With the effective Fed funds rate holding at 3.63% and the 10-year breakeven inflation dipping to 2.25%, they discuss why the traditional 60/40 portfolio may need a tactical overlay. T...

Pfizer is down nearly 4% in the last five days, and the broader pharma sector is getting left behind while banks and small caps rally. Lucas and Luna dig into why drug stocks are underperforming despite a generally strong market. They look at the patent cliff hitting big pharma, the lack of blockbuster drug approvals in 2026, and how the Warsh Fed's hawkish stance is weighing on high-dividend sect...

In this episode, Lucas and Luna examine the sharp sell-off in energy stocks during June 2026. With ExxonMobil down 6.3% and Chevron falling 7.3% over the past week, they dig into the factors behind the sector's underperformance: falling oil prices, a hawkish Fed pivot under Chair Kevin Warsh, and shifting investor rotation toward value and financials. They discuss what this means for dividend inve...

With new Fed Chairman Kevin Warsh signaling a more hawkish stance than markets expected, Lucas and Luna break down what this means for fixed-income investors in June 2026. The ten-year breakeven inflation rate has dipped to 2.25 percent, and the Fed funds rate sits at 3.63 percent — but the real story is how bond ladder strategies need to adapt. Lucas explains why shorter-duration bonds look more...

Lucas and Luna dig into the stark divergence in June 2026: energy stocks like Exxon and Chevron are down 6-8% over the past five days, while banks like JPMorgan are up nearly 2%. They trace the cause to the Fed's new hawkish tilt under Chairman Warsh, who signaled rate hikes are back on the table. Higher rates are bad for energy capex and demand forecasts, but great for bank net interest margins....

The S&P 500 is near all-time highs, but energy stocks like ExxonMobil and Chevron are getting hammered — down 4% in a single week while JPMorgan surges over 6%. Lucas and Luna dig into the divergence: falling oil prices, OPEC+ dynamics, and the Fed's hawkish hold that's punishing commodity plays while rewarding financials. They also explore why this rotation might be a signal, not a blip, and what...

Episode 57 of The Investing Podcast digs into a practical bond-ladder construction under today's rate environment. Lucas and Luna walk through a real example: a $100,000 ladder across 1- to 5-year Treasury notes, using current yields near 4.3% on the short end and 4.6% on the long end. They discuss why the Fed's June 17 pause — with the effective fed funds rate at 3.63% — changes the roll-down cal...

With the Fed holding rates steady around 3.63% and CPI ticking up, Lucas and Luna dissect how bond laddering strategies are adapting. They walk through a concrete example: a 2-year Treasury note yielding 4.1% versus a 10-year note at 3.9%, and explain why an inverted yield curve is forcing investors to rethink duration. The hosts also touch on how the Fed chair's decision to withhold the dot plot...

Episode 55 of The Investing Podcast with Fexingo explores why energy stocks are lagging despite a broad market rally. Lucas and Luna dive into XOM and CVX's recent drops, the impact of cooling oil prices and China demand, and what it means for portfolio allocation. They discuss whether this is a buying opportunity or a structural shift, using data from the latest CPI and Fed rate signals. Plus, a...