Fexingo
The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio
Lucas and Luna dissect the machinery of long-term portfolio construction in this daily show, tackling asset allocation, fixed income, and equity selection with a critical eye on valuation and risk. Each episode is anchored to current market conditions—yields, spreads, sector rotations, and macro data—so the conversation is always timely but never reactive. Lucas brings the analytical rigor of a financial journalist, citing specific bond yields, PE ratios, and earnings reports, while Luna challenges assumptions about duration risk, dividend irrelevance, and the role of international equities. T...
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Episodes
Why Small Caps Are Beating Big Tech Right Now 22.05.2026 8:26
The Russell 2000 is up nearly 2 percent over the past week while the S&P 500 has barely budged. Lucas and Luna explore what's driving the rotation into small-cap value stocks, from falling long-term inflation expectations to a Federal Reserve that's held rates steady at 3.64 percent. They break down why Bank of America is up 3.5 percent in five days while Berkshire Hathaway is flat, and what the s...
Retail Investors Finally Get Access to SpaceX IPO 21.05.2026 6:52
SpaceX is reportedly planning to go public later this year, and for the first time, retail investors can participate directly through major brokerage platforms like Robinhood and Fidelity. This episode dives into the mechanics of the IPO, the unusual deal structure that bypasses traditional underwriting, and what it means for the broader market. Lucas and Luna discuss the implications for private...
Why Fed Minutes Have the Market on Edge 21.05.2026 6:37
This episode of The Investing Podcast with Fexingo breaks down the latest Federal Reserve minutes, released May 20, 2026, which revealed that some officials see a rate hike ahead if inflation stays elevated. Lucas and Luna discuss what this means for bond yields, the flattening yield curve, and why dividend stocks and value sectors like energy and banks are suddenly outperforming the broader marke...
How ExxonMobil Gained 8 Percent While the Market Dropped 19.05.2026 8:39
On the debut episode of The Investing Podcast, Lucas and Luna dig into a striking market anomaly: as of May 19, 2026, the S&P 500 is down 1.2% over the past five days, but ExxonMobil is up 8%. Chevron is up 6%. Meanwhile, Bank of America warns that investors flooding out of cash to buy stocks looks like 'bull capitulation' and a sell signal. So what's really going on? Lucas argues it's not just en...
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