Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The Hidden Tax of Cash Drag in Late 2026
In a market where the S&P 500 sits near 7,723 and the ten-year Treasury yield holds at 5.24 percent, holding cash feels safe but costs real wealth. Lucas and Luna dissect the opportunity cost of sitting on the sidelines, using the recent divergence between tech strength and industrial stagnation to show why dry powder can become dead weight when inflation outpaces yield. They explore how to rebalance without chasing risk.
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