Shows / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength

Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Lucas and Luna dissect bull markets episode by episode — not as cheerleaders, but as analysts parsing what a rally actually means. Each day they pick a live market, sector, or macro signal that is showing sustained upward momentum — from the S&P 500's latest leg to semiconductor surges, crypto breakouts, or emerging-market re-ratings — and ask the uncomfortable question: Is this strength real, or is it a trap? They trace the catalysts (earnings beats, policy shifts, capital flows) and the…
Episodes
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Market Inefficiencies Fuel Momentum Trading
In this episode of Bull Market Conversations, Lucas and Luna explore the persistent gap between price and value in today's market, using Shopify's…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Loving Buybacks Again
In this episode of Bull Market Conversations, Lucas and Luna explore the recent surge in share buybacks and what it signals for the broader bull market. With…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Alibaba's AI Ambition Could Reshape the Bull Market
In this episode of Bull Market Conversations, Lucas and Luna dig into what Alibaba's $10.2 billion share placement means for the tech sector and the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Ignores CrowdStrike's Slump
CrowdStrike tumbled more than ten percent this week, yet the S&P 500 barely blinked. In this episode, Lucas and Luna explore how software stocks like…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Ignoring CrowdStrike's Slump
The S&P 500 sits near record highs, but CrowdStrike just dropped over ten percent in a week, and Cloudflare, Datadog, and other high-flying software names are…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Hide a Hidden Leverage Risk
In this episode of Bull Market Conversations, Lucas and Luna explore a fresh angle on the current bull market: the hidden leverage lurking in corporate balance…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Ignoring a Slowing GDP
This week, the S&P 500 dipped 1.4 percent as the Nasdaq fell 2.3 percent, but the bull market's bigger story is the disconnect between slowing GDP growth…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Taking a Breather
After a blistering run, the S&P 500 has slipped one percent in five days, with growth stocks like Shopify down nearly eight. In this episode, Lucas and Luna…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Ignoring a Slowing GDP
In episode 163 of Bull Market Conversations, Lucas and Luna explore a striking disconnect: GDP growth has slowed to just 1.5 percent annualized in the latest…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Is Quietly Shifting to Index Funds
Lucas and Luna drill into one of the quietest but most consequential shifts in this bull market: the accelerating move into index funds and ETFs. Using live…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Is Pricing Rate Cuts
The S&P 500 sits at 7,786 while the Fed funds rate holds at 3.63 percent. Lucas and Luna dissect a curious disconnect: stocks near highs despite the Fed…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Loves Buybacks Again
In Episode 160 of Bull Market Conversations, Lucas and Luna explore the quiet resurgence of stock buybacks in the summer of 2026. With the S&P 500 hovering…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy Record Profit Margins Are Fueling This Bull Market
The S&P 500 keeps climbing, and one overlooked driver is corporate profit margins at an all-time high. In this episode, Lucas and Luna dig into the latest GDP…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Cloud Stocks Are Carrying This Bull Market
The S&P 500 is pushing toward eight thousand, but the real action is hiding in plain sight: cloud infrastructure names like Cloudflare, Datadog, and…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy Small Caps Are Quietly Leading This Bull Market
The S&P 500 keeps setting records, but the real action in this bull market is happening further down the cap spectrum. On this episode of Bull Market…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Is Splitting Into Haves and Have-Nots
The S&P 500 sits near record highs, but underneath, a sharp divide is forming. While the index is up just 0.1% over the past week, the Nasdaq rose 0.3%, and…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Loving Momentum Stocks Again
The S&P 500 sits near record highs, but underneath the surface, a rotation is underway: momentum stocks are back. In this episode, Lucas and Luna dig into the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow One Stock Split Exposes the Bull Market's Selective Momentum
In this episode of Bull Market Conversations, Lucas and Luna dig into a striking divergence inside the August bull run: Shopify's 29.5% surge in five days…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy Palantir's 36 Percent Surge Is Bull Market Momentum
In this episode of Bull Market Conversations, Lucas and Luna dive into Palantir's stunning 36.9 percent weekly surge and what it reveals about the current…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Loves Small-Cap AI Bets
The S&P 500 just touched a new high, but the real action is in small-caps and AI-adjacent names. Lucas and Luna break down the 35.6% surge in Palantir and the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Market Breadth Is Broadening Beyond Mega-Cap Tech
In this episode of Bull Market Conversations, Lucas and Luna examine the recent broadening of the bull market beyond mega-cap tech. With the S&P 500 up 3…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy Palantir's 30 Percent Surge Is Bull Market Momentum
On this milestone episode, Lucas and Luna examine the extraordinary one-week surge in Palantir, which jumped 30.5 percent in five days, and what it signals…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy This Bull Market Is Rotating Toward Mid-Caps
In today's episode, Lucas and Luna explore a surprising shift in the current bull market: mid-cap stocks are starting to outpace their mega-cap cousins…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the VIX Is Quiet While the S&P Hits New Highs
The S&P 500 is up 2.1% in a week, the Nasdaq is up 4%, and yet the VIX is eerily calm. In this episode of Bull Market Conversations, Lucas and Luna dig into…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Forcing a Rethink of the Front End of the Yield Curve
Episode 147 of Bull Market Conversations digs into a quiet but telling shift in this bull market: investors are starting to care about the front end of the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Is Pricing the AI Trade for Perfection
As the S&P 500 hits fresh records and the Nasdaq climbs, Lucas and Luna unpack a subtle shift beneath the surface: the AI trade is pricing in perfection. They…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Shrugged Off a 1000-Point Dow Drop
The Dow Jones Industrial Average suffered a 1,000-point drop last week on China tech tensions, but the bull market quickly recovered. As of July 30, 2026, the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Is Betting on Cloud Infrastructure as AI Competition Intensifies
Episode 144 of Bull Market Conversations: Lucas and Luna examine why cloud infrastructure stocks like Datadog (+8.1%) and Cloudflare (+3.1%) are rallying even…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow GDP Acceleration Is Reshaping Bull Market Rotation
Real GDP growth surged to an annualized 2.1% in early 2026, up from just 0.5% the prior quarter. But the S&P 500 has barely budged, while the Dow climbs and…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthAI Agents Are Rewriting Momentum in This Bull Market
The S&P 500 sits above 7,400 and the Nasdaq near 25,000, but a new force is quietly reshaping how momentum happens: AI agents that trade 24/7. Lucas and Luna…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Increasingly Selective – Shopify's 12.5% Surge as a Case Study
The Nasdaq is down nearly 3% over five days, but Shopify skyrocketed 12.5% in the same window. Lucas and Luna explore what this divergence reveals about the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Steve Eisman's AI Exit Reveals a Shift in the Bull Market
This episode drills into the growing divergence in the bull market as growth stocks crack and value holds. We anchor on Steve Eisman selling a key AI position…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Is Rewarding Value While Growth Stumbles
The Nasdaq just dropped 3.5% in a week, and ARKK is down over 6%. Yet the Dow is flat, and the NYSE composite is actually up. Lucas and Luna unpack the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthSteve Eisman Sells AI Bets as Bull Market Turns Cautious
Steve Eisman, the 'Big Short' investor who famously bet against subprime mortgages, just sold a key tech stock and voiced doubts about artificial…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Bull Market Is Shrugging Off Rising Oil Prices
The S&P 500 sits above 7,400, but crude oil has surged 15% in a month, driving rate-hike odds higher. Lucas and Luna explore why the bull market isn't…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Market Concentration in Mega-Cap Tech Hides Risks
The S&P 500 flirts with 7,400, but beneath the surface, a handful of mega-cap tech stocks are driving most of the gains. In this episode, Lucas and Luna…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Dismissing the Risk of a Rate Hike
The S&P 500 sits at 7,412 and the Dow above 51,900, but the Russell 2000 is barely flat. Meanwhile, oil prices are surging and the odds of a Federal Reserve…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow AI Spending Is Creating a Credit Risk Underneath the Bull Market
The S&P 500 sits near 7,400, but Moody's just warned that 'unprecedented' AI capital spending by Amazon, Meta, Alphabet, and others is…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Growth Stocks a Trap
The S&P 500 sits at 7,408 and the Nasdaq is off 1.5% in five days. High-growth names like Shopify, CrowdStrike, Cloudflare, and Palantir have sold off hard —…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Growth Stocks a Trap
The S&P 500 sits at 7,408, but many former high-flyers are getting crushed. Lucas and Luna dig into an uncomfortable pattern: Shopify down 8.5% in a week…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Challenging Growth at a Reasonable Price
Episode 131 of Bull Market Conversations with Fexingo: Lucas and Luna explore the tension between momentum-driven growth and valuation discipline in this bull…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the Midterm Prediction Market Playbook
This episode of Bull Market Conversations examines how the current bull market is fueling the prediction market boom, specifically around the 2026 midterm…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Private Markets Platforms a Must-Watch
In Episode 129 of Bull Market Conversations, Lucas and Luna unpack Goldman Sachs' recent launch of a private markets platform for wealthy investors…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Private Markets Platforms a Must-Watch
Episode 128 of Bull Market Conversations with Fexingo dives into Goldman Sachs' new private markets platform, launched July 21, 2026 to meet surging…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the Dividend Aristocrat Playbook
In July 2026, the S&P 500 sits at 7,513 and the Nasdaq at 25,863, but the classic Dividend Aristocrats—companies with 25+ years of consecutive dividend…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Bitcoin ETFs a Mainstay
In this episode, Lucas and Luna examine how the bull market of 2026 has transformed Bitcoin ETFs from a speculative novelty into a mainstream portfolio staple…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the Prediction Market Boom in 2026
Prediction markets like Kalshi are exploding in popularity, with 3 million new users signing up during the World Cup alone. Lucas and Luna dig into what's…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Making Prediction Markets Mainstream
This episode of Bull Market Conversations with Fexingo explores how prediction markets are going mainstream in July 2026. Kalshi just added 3 million new…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Reshaping the SPAC Playbook in 2026
The SPAC market has been written off as dead multiple times since 2021, but in July 2026 it's quietly rebounding — with a completely different structure…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Ignoring the Russell 2000
The S&P 500 is up 11% year-to-date in 2026, but small-cap stocks in the Russell 2000 have barely budged. Lucas and Luna dig into why the bull market is leaving…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the CrowdStrike Playbook
CrowdStrike's stock jumped 8 percent in a week while the S&P 500 slipped. Lucas and Luna dig into why the cybersecurity giant is defying a broad market…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Rewriting the Active ETF Playbook
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how the relentless 2026 rally is reshaping the active ETF landscape. With the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthWhy the Bull Market Is Ignoring Small Caps
Episode 119 of Bull Market Conversations with Fexingo. The Russell 2000 has barely budged while the S&P 500 sits above 7,500. Lucas and Luna dig into why small…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the IPO Playbook in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore how the current bull market is transforming the IPO landscape. With the S&P 500 at 7,554…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow the Fed Funds Rate and S&P 500 Bull Market Are Changing Mortgage REITs
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how the current bull market and steady Fed funds rate at 3.63 percent are…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Creating a Luxury-Recession Blind Spot
Episode 116 of Bull Market Conversations with Fexingo. Lucas and Luna unpack a puzzling divergence: while the S&P 500 sits at 7,546 and the Dow at 52,551, the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the Urban Office REIT
Episode 115 of Bull Market Conversations with Fexingo explores the surprising resurgence of urban office REITs in mid-2026. Lucas and Luna break down how the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Fueling the Cybersecurity Arms Race in July 2026
CrowdStrike is up 8.6% in five days. The Nasdaq is at 26,123. But beneath the surface, a specific structural force is driving cybersecurity stocks higher: the…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Making Cybersecurity M&A Irresistible
In this episode of Bull Market Conversations, Lucas and Luna explore how the bull market of mid-2026 is driving an unprecedented wave of cybersecurity mergers…
Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market StrengthHow Bull Markets Are Reshaping the Strategic Borrowing Playbook
In this episode of Bull Market Conversations, Lucas and Luna explore how the current bull market environment is reshaping corporate borrowing strategies. With…