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

Energy stocks are staging a surprising rally in June 2026, with ExxonMobil up more than 4% in the last five days and Chevron following close behind. Meanwhile, the Nasdaq has barely budged. Lucas and Luna dig into what's driving this divergence — from oil supply dynamics to a rotation out of high-multiple tech into value. They also look at how the broader market is reacting, with the S&P 500 hitti...

The S&P 500 hit 7,610 on June 3, 2026, but the real story this week isn't big tech — it's regional banks and money-center lenders. Lucas and Luna dig into why JPMorgan, Bank of America, and Chevron are all up while Berkshire Hathaway slides nearly 2 percent. They unpack the macro forces: a Fed that's done hiking at 3.63 percent, sticky core CPI at 335.4, and a steepening yield curve that boosts ne...

Greg Abel just closed nearly $17 billion in deals in his first year as Berkshire Hathaway CEO. Lucas and Luna break down the biggest acquisition, an expansion into tech infrastructure, and what it tells us about the post-Buffett era at Berkshire. They discuss how Abel is channeling Buffett's capital-allocation discipline while pivoting into faster-growth sectors, and what this means for long-term...

Berkshire Hathaway's new CEO Greg Abel just completed his first major acquisition since taking over from Warren Buffett. Lucas and Luna break down the deal, why it signals a shift in Berkshire's strategy, and what it means for shareholders. They also discuss how Abel's approach differs from Buffett's, the role of the $325 billion cash pile, and whether this deal is a template for future acquisitio...

Warren Buffett's successor Greg Abel just made his first major acquisition since taking over as Berkshire Hathaway CEO. Lucas and Luna break down the deal, what it says about Berkshire's $325 billion cash pile, and why the market reacted with a 2.8 percent drop in Berkshire's stock. They connect it to Buffett's long-held preference for buying during fear, and what this means for value investors wa...

On this episode of The Investing Podcast with Fexingo, Lucas and Luna break down Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison, one of the largest homebuilders in the US. They explore what this bet says about Warren Buffett's view on housing supply, interest rates, and the broader economy as of June 2026. The hosts connect the deal to Berkshire's massive cash pile, the current r...

In this episode, Lucas and Luna dive into the latest Core PCE inflation data released April 1st, 2026, which ticked up to 129.6 from 129.32. With the Fed funds rate stuck at 3.64% and the 10-year breakeven inflation sliding to 2.38%, they explore what these numbers mean for bond investors. Lucas breaks down why the Core PCE matters more than CPI for Fed policy, and how the market is pricing in a '...

Lucas and Luna dig into this week's most striking anomaly: the S&P 500 hits a record 7,580, yet ExxonMobil is down 6.2% and Chevron off 4.7%. They trace the divergence to two forces—OPEC+ signaling a production increase and the AI trade pulling every dollar toward tech. They also discuss what this means for portfolio construction, including whether energy still earns its 'inflation hedge' label. A...

In this episode, Lucas and Luna dissect the surprise success of the NASA-themed ETF that has become a backdoor for retail investors to ride SpaceX's IPO wave. With $2.6 billion in inflows over just two months, the fund is up 12% since March. The hosts break down how this structure works, why SpaceX's private status makes it attractive, and what the flood of retail money means for the IPO market. T...

Episode 20 of The Investing Podcast with Fexingo examines the 'patent cliff' that hits major drugmakers when blockbuster exclusivity ends. Lucas and Luna use Pfizer as a case study, noting that the company faces $17 billion in revenue at risk by 2030 as patents on Eliquis, Xtandi, and other key drugs expire. They break down Pfizer's strategy: cutting costs, leaning on its COVID vaccine franchise (...

Pfizer has seen its stock languish near $26 after the Covid revenue boom faded. But with a $1.2 trillion weight-loss drug market opening and patent expirations looming, the company is at a strategic crossroads. Lucas and Luna examine Pfizer's pipeline bets, the math on its dividend yield, and what the 'patent cliff' really means for long-term investors. They reference the latest CPI data showing p...

The S&P 500 hit 7,564 this week, but ExxonMobil and Chevron are down over 4% in five days. Lucas and Luna dig into why energy stocks are getting crushed — falling oil prices, inflation data, and a market rotation out of cyclical sectors. They talk about what this means for dividend investors and whether now might be a buying opportunity. With the Russell 2000 up 3.3% in the same period, the rotati...

Lucas and Luna break down the CFTC's lawsuit against Rhode Island over prediction market regulation and the gaming association's claim that states have lost $1 billion in tax revenue. They explore how platforms like Polymarket are drawing billions in volume, why state regulators are fighting back, and what this means for investors watching the regulatory landscape. With the S&P 500 at 7,565 and th...

The Russell 2000 has surged 3.6% in the past five days, more than double the S&P 500's gain. Lucas and Luna examine what's driving the rotation into small caps—including lower rates, domestic exposure, and a rebound in bank lending. With energy stocks like ExxonMobil down over 5% in the same period, the market is clearly rotating. But is this rally sustainable? The hosts discuss the risks, from st...

Lucas and Luna dig into Berkshire Hathaway's growing bet on Japan's five trading houses — Mitsubishi, Mitsui, Itochu, Sumitomo, and Marubeni. With Berkshire's cash pile hitting $325 billion, why is Warren Buffett adding to positions in a market that's already rallied 200% since he first bought in 2020? Lucas explains the structural appeal: cheap leverage, diversified revenue streams, and a yen car...

Warren Buffett's Berkshire Hathaway has amassed a record $325 billion cash pile, nearly a third of its market cap. Lucas and Luna unpack why Buffett is hoarding cash at historic levels, how the current market environment—with the S&P 500 at 7,519 and small caps surging 6.3% in a week—mirrors conditions that preceded past bull markets, and whether individual investors should follow Berkshire's lead...

The S&P 500 is up 2.3% in the past five days, the Russell 2000 is surging 6.2%, but ExxonMobil has dropped 7.7% and Chevron is down 6.3%. Lucas and Luna dig into the divergence: is it peak oil fears, a rotation out of defensives, or something else? They break down the macro backdrop — sticky PCE inflation at 130.3, the Fed holding rates at 3.64% — and what the sell-off means for long-term portfoli...

Despite headline CPI and PCE both creeping up, the market just hit new highs. Lucas and Luna unpack the disconnect: why rising core PCE (up to 129.3) isn't triggering a sell-off, what it means for rate cut timelines, and how to adjust your sector allocation. They examine the rotation into value and small caps — the Russell 2000 up 3.4% in five days — and debate whether the 10-year breakeven inflat...

Small-cap stocks are smashing large caps in May 2026, with the Russell 2000 up 3.4% in the past week versus the S&P 500's 1.0%. Lucas and Luna dig into the forces behind the rotation: a flat Fed funds rate at 3.62%, sticky but slowing inflation as measured by core PCE at 129.3, and a valuation gap that hasn't been this wide in a decade. They zoom in on Bank of America, which gained 2.2% this week...

Small-cap stocks are up 3.4 percent in the last five days, more than triple the S&P 500's gain. Lucas and Luna dig into what's driving the Russell 2000's quiet rally — lower interest rate sensitivity, domestic revenue exposure, and a rotation out of mega-cap tech. They look at which sectors are leading within small caps, how the Fed's flat rate policy plays in, and whether this is a short-term bou...

The Russell 2000 jumped 3.4 percent in the past five days while the S&P 500 managed only 1 percent. Lucas and Luna dig into why small-cap stocks are suddenly outperforming big tech—not just a one-week fluke but a pattern that's been building since early 2026. They look at the economic data: sticky core CPI, flat Fed funds at 3.64 percent, and a ten-year breakeven inflation rate ticking up to 2.40...

The April CPI reading came in hotter than expected, with core CPI rising to 335.4 from 334.17, and the 10-year breakeven inflation rate ticking up to 2.40%. Lucas and Luna drill into what this sticky inflation means for the classic 60/40 portfolio, and why dividend stocks—like Pfizer, up 2.3% in the last five days—are suddenly attracting attention again. They discuss whether the Fed's flat interes...

With the Fed holding rates steady at 3.64 percent and bond yields creeping up, investors are rediscovering dividend stocks as a source of reliable income. Lucas and Luna break down why companies like JPMorgan and Bank of America are seeing renewed interest, how the 10-year Treasury yield above 2.40 percent is changing the math, and whether a dividend-focused strategy makes sense in a market where...

In this episode, Lucas and Luna examine why bank stocks like JPMorgan and Bank of America are outperforming the broader market in late May 2026. With the S&P 500 at 7,473 and small caps surging 3.4% in five days, the financial sector is standing out. Lucas breaks down the key drivers: a stable Fed funds rate at 3.64%, rising long-term yields making lending more profitable, and a regulatory environ...

On this episode of The Investing Podcast, Lucas and Luna dig into the quiet rally in value stocks that has been unfolding through mid-2026. With the S&P 500 hovering near 7,472 and small caps surging 3.3% in the past week alone, the Russell 2000 is suddenly the place to be. But is this a genuine regime shift or just a rotation that will snap back? Lucas points to real data: value ETFs like IWD and...