Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why Real GDP Growth Is Cooling Faster Than the Stock Market
The stock market sits near record highs while real GDP growth slows to 1.5 percent. In this episode, Lucas and Luna dig into the disconnect — why investors keep buying while the underlying economy cools. They start with the latest GDP print and the steepening yield curve, then unpack the role of mega-cap tech, AI capex, and the Fed's next move. They also look at what history says about late-cycle slowdowns and whether this time is different because of productivity gains. By the end, you'll have a clearer picture of what to watch — earnings, credit spreads, and the labor market —…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.