Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Challenging Growth at a Reasonable Price
Episode 131 of Bull Market Conversations with Fexingo: Lucas and Luna explore the tension between momentum-driven growth and valuation discipline in this bull market. They examine Shopify's 5.3% weekly drop and Palantir's 7.3% decline as signs that investors are rethinking the 'growth at any price' narrative. The hosts discuss how the GARP strategy—Growth at a Reasonable Price—is gaining traction, with the IWF growth ETF down only 0.2% versus ARKK's 0.8% decline. They reference the Fed's flat rate at 3.63% and real GDP growth of 2.1% as backdrop, and consider…
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