Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The Real Cost of Earnings Season Drift
As the S&P 500 hovers near record highs and the VIX sits at 15, something odd is happening: earnings season is drifting into the background. In this episode, Lucas and Luna unpack the quiet shift in market psychology—how investors are increasingly ignoring quarterly numbers in favor of macro signals and momentum. They discuss why the VIX's calm is misleading, what the surge in the VVIX tells us about trader anxiety, and why a 1.5 percent real GDP growth rate might matter more than any single earnings beat. They also explore the rise of index funds and market concentration, asking whether…
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