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How Bull Markets Are Transforming Muni Bonds in 2026
Episode 86 of Bull Market Conversations explores a surprising beneficiary of the current bull market: municipal bonds. With the S&P 500 at 7,499 and small caps enjoying their best first half in 35 years, Lucas and Luna discuss how state and local governments are refinancing debt at lower rates, the surge in green muni bonds tied to infrastructure projects, and why investors are piling into muni ETFs. They also touch on the Fed's steady rate policy and what it means for tax-exempt yields. Plus, how the AI boom is indirectly funding new schools and bridges.
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