Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How Small Caps Are Leading While Big Tech Sits Out
The Russell 2000 is up 6.2% in the last five days while the S&P 500 has gained just 2.1%. Lucas and Luna dig into what this small-cap outperformance really means in late May 2026. They explore who's buying, why the rally hasn't stalled, and how the yield curve's slight inversion is actually feeding the rotation out of mega-cap tech into beaten-down value. Lucas points to the three-month versus ten-year Treasury spread turning negative again as a subtle catalyst. Luna asks whether this is a genuine broadening of the market or just a temporary catch-up trade. They also discuss…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.