Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Reward Moat Investing in 2026
In episode 85 of Bull Market Conversations, Lucas and Luna dig into a concept that sounds old-fashioned but is having a moment: competitive moats. They use CrowdStrike and Datadog as case studies to show how durable competitive advantages have driven outperformance in the 2026 bull market. With CrowdStrike up over 60 percent year-to-date and Datadog up nearly 80 percent, the hosts explore what separates genuine moats from narrative-driven hype. They reference the latest GDP data — real growth at 2.1 percent annualised — and the Fed funds rate held at 3.63 percent to frame why investors are…
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