Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why High-Growth Stocks Are Falling in a Strong Market
The broad market is near all-time highs, but high-growth stocks are getting crushed. Lucas and Luna examine the data: the NASDAQ is down 5.5% in five days, ARKK dropped 7.4%, and CrowdStrike fell 9%. They explore the rotation from growth to value, the impact of steady Fed rates at 3.63%, and what this means for momentum investors. The episode drills into one specific cause: rising real yields and the shifting discount rate for long-duration assets. Listeners will understand why their growth ETFs are underperforming and whether this is a buying opportunity or a warning sign.
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The skinny
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