Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why CrowdStrike Is the Canary in the Bull Market Coal Mine
Episode 75 of Bull Market Conversations examines why CrowdStrike — a high-flying cybersecurity stock — barely budged while Palantir cratered 16 percent in the same week. Lucas and Luna unpack what CrowdStrike's resilient stock tells us about institutional conviction in the June 2026 bull market. They look at the Nasdaq's 4.4 percent five-day drop, the rotation into small caps and value, and why bond ETF flows are surging. The conversation drills into the difference between stocks that sell mission-critical infrastructure versus those selling aspirational narratives, and what that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.