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

June 16, 2026 — with the S&P 500 at 7,554 and the Dow at 51,671, investors are grappling with what the latest CPI and PCE data mean for fixed income. Lucas and Luna break down how a modest uptick in core inflation (CPI at 334.0, core at 336.1) and the Fed holding rates at 3.63% is changing the calculus for bond investors. They look at the breakeven inflation rate now at 2.32% and what that signals...

The stock market is rallying in June 2026, but energy stocks are conspicuously absent from the party. With the S&P 500, Nasdaq, and Russell 2000 all posting strong gains, ExxonMobil has dropped 5.3% in five days and Chevron is down 3.4%. Lucas and Luna explore what's behind the divergence: falling oil prices, shifting Fed rate expectations, and the quiet rotation out of commodities. They look at t...

With the S&P 500 near 7,431 and the Dow at 51,202, energy giants ExxonMobil and Chevron are down 3.1% and 1.1% respectively over the past five days, while financials like JPMorgan surge. Lucas and Luna explore why oil stocks are diverging from the broader market rally, citing falling crude prices, refinery oversupply, and the shift toward renewables. They discuss Exxon's declining downstream margi...

Lucas and Luna explore how Dividend Aristocrats—companies with 25+ years of consecutive dividend increases—are serving as a defensive anchor during a June 2026 market where the Russell 2000 is surging 3.1% in five days while the Nasdaq slips 0.2%. They spotlight Procter & Gamble and Coca-Cola as examples, showing how these steady payers offer ballast when growth and small caps diverge. The hosts a...

On episode 50 of The Investing Podcast, Lucas and Luna tackle the biggest IPO of the decade -- SpaceX -- and what its record-setting $75 billion raise means for ordinary investors. With retail allocation reportedly cut to the low 20% range, they explore how this deal exposes a growing gap between how institutions and individuals access high-growth opportunities. Lucas breaks down the S&P 500's qui...

The SpaceX IPO has raised $75 billion, but its impact on index funds is huge. Lucas and Luna break down how a single stock can distort cap-weighted indexes like the S&P 500, why Tesla's inclusion taught us painful lessons about rebalancing, and what the SpaceX IPO means for your portfolio. With the S&P 500 at 7,431 and the Russell 2000 surging 3.1% in five days, they explain why this IPO matters b...

SpaceX is preparing a record-breaking IPO that could value the company above $2 trillion. But for most investors, the real action isn't in buying SpaceX stock directly — it's in how index funds are already adjusting their holdings in anticipation. Lucas and Luna break down what the S&P 500's recent additions tell us about the future of mega-cap tech, why SpaceX's inclusion is far from guaranteed,...

Small-cap stocks are suddenly outperforming the S&P 500 and Nasdaq. The Russell 2000 is up more than 3 percent over the past week, while the Nasdaq has slipped. Lucas and Luna break down the rotation, looking at the drivers: lower interest rates after the Fed paused at 3.63 percent, a weaker dollar, and relative valuations that favor smaller companies. They examine recent performance of key small-...

After months of underperformance, small-cap stocks are staging a remarkable comeback. The Russell 2000 has jumped over 3% in the last five days, while the S&P 500 is flat. Lucas and Luna explore what's driving the rotation: improving economic data, easing inflation fears, and a Federal Reserve that's staying put at 3.63%. They dig into why Bank of America shares are up 2.5% this week, how the 10-y...

Lucas and Luna drill into copper's sudden breakout in June 2026. The industrial metal is up 18% year-to-date while gold slumps to a six-month low. Lucas breaks down why copper is being called 'the new oil' — driven by electrification, AI data centers, and a structural supply deficit. He cites Freeport-McMoRan's record output, the $2.5 billion Rio Tinto-Turquoise Hill expansion, and the IEA's forec...

Lucas and Luna dive into KKR's recent report warning that the AI-driven productivity boom is reaching an 'extreme' trend not seen since the 1800s. They unpack what that means for investors, from sector rotation to portfolio positioning, citing the S&P 500 at 7,267 and the divergence between value and growth stocks in June 2026. The hosts discuss the historical parallels with the Industrial Revolut...

In this episode of The Investing Podcast, Lucas and Luna dive into a surprising safe haven: the Dividend Aristocrats Index. On June 10, 2026, with the Nasdaq down over 6% in five days and the S&P 500 dropping 4.1%, the S&P 500 Dividend Aristocrats Index has slipped only 1.2% — a fraction of the broader market's pain. Lucas walks through three key stocks: Procter & Gamble (down just 0.3%), Coca-Col...

The Russell 2000 is down 1.3% in the last five trading days while the S&P 500 sits near all-time highs. Lucas and Luna unpack the macro forces squeezing small caps: persistent inflation, elevated Fed rates at 3.63%, and a widening profitability gap between large and small companies. They drill into the specific numbers — core CPI at 332.4, the 10-year breakeven inflation rate falling to 2.33% — an...

Episode 41 of The Investing Podcast with Fexingo. The Nasdaq has dropped nearly 5% in five trading days, but bank stocks like JPMorgan and Bank of America are up more than 3% in the same stretch. Lucas and Luna dig into what's driving the divergence — rising net interest income, a steepening yield curve, and a shift in Fed policy expectations. They also explore how JPMorgan's new AI agents could r...

Lucas and Luna break down BYD's prediction that 80% of new car sales in China will be electric by 2030 — and what that means for global auto stocks. They look at the numbers behind the forecast, how traditional automakers like Toyota and Volkswagen are reacting, and why battery supply chains might be the real investment opportunity. Plus, a quick honest moment about how listener support on buy me...

The stock market is diverging sharply in June 2026: the Nasdaq is down more than 4 percent over the past five days, while value-oriented funds like the iShares S&P 100 Value ETF and Vanguard Value ETF are down less than 1 percent. Lucas and Luna break down why value stocks—particularly banks like JPMorgan and Bank of America, and energy majors like Exxon and Chevron—are quietly outperforming growt...

The S&P 500 is down nearly 3% in the past week, but look under the hood: value stocks are up while growth is getting hammered. Lucas and Luna break down why Bank of America and JPMorgan are hitting new highs, why the Nasdaq is in a 5% tailspin, and how the rotation into value might have legs. They also look at Berkshire Hathaway's recent outperformance and what it signals about the broader market....

Lucas and Luna dissect the staggering divergence between the Dow, up just 0.4% in the past week, and the Nasdaq, down over 5%. They zero in on small caps: the Russell 2000 fell 2.5% in five days while value stocks actually gained. What's driving this? Rising core inflation, a hot jobs report that pushes Fed cuts further out, and a rotation away from rate-sensitive companies with floating-rate debt...

The S&P 500 is down nearly 3 percent over the past week, but bank stocks like JPMorgan and Bank of America are up 5 percent. Lucas and Luna unpack the divergence: a hot jobs report keeps the Fed at 3.63 percent, the Nasdaq is in a 5 percent selloff, and value stocks are quietly winning. They drill into why banks benefit from higher-for-longer rates, how the yield curve steepening is a tailwind for...

On June 06, 2026, the Nasdaq is down over 5% in five days while the Dow has barely budged. Lucas and Luna dig into the mechanics behind the divergence: why the Dow's price-weighting and defensive tilt are masking a tech-driven selloff that's actually broader than the headlines suggest. They look at the data — the Dow at 50,867, the Nasdaq at 25,709 — and what it means for portfolio construction. P...

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 J...

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...

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...

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 en...

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 th...