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 Bull Markets Are Reshaping Activist Investing in 2026
In this episode of Bull Market Conversations, Lucas and Luna examine how sustained market strength is changing the playbook for activist investors. With the…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Supercharging the Bond Carry Trade
In this episode of Bull Market Conversations, Lucas and Luna explore how the bond carry trade is experiencing a revival in the current bull market environment…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Spawning a New ETF Arms Race
Lucas and Luna examine the record pace of new ETF filings in mid-2026, with 1,400 products launched year-to-date. They zero in on Fidelity's new direct…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Growth Stocks Are Leaving Value Behind in July 2026
Lucas and Luna dig into why growth stocks are crushing value in July 2026, even as the S&P 500 hits 7,575. They point to a specific divergence: the Russell…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Prediction Markets Are Spooking Wall Street in 2026
Prediction markets like Kalshi and Polymarket are booming in the 2026 bull market, but a wave of insider trading concerns is making companies like Goldman…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Creating Revenue-Based Financing Boom
In this episode of Bull Market Conversations, Lucas and Luna explore how revenue-based financing (RBF) is surging in the 2026 bull market, offering startups an…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping the Corporate Bond Market in 2026
Lucas and Luna dig into the corporate bond market in July 2026, where investment-grade yields have compressed to multi-year lows despite record issuance. They…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Igniting the Retail Carry Trade in 2026
In this episode of Bull Market Conversations, Lucas and Luna unpack the exploding retail carry trade — where traders borrow cheap yen and other low-rate…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Palantir Became a Bull Market Lightning Rod in July 2026
Palantir's stock has surged 5% in the past five days while the broader market wobbled. Lucas and Luna dig into what's driving the move: a new…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Cloudflare Became a Bull Market Darling in July 2026
In this episode of Bull Market Conversations, Lucas and Luna dig into Cloudflare's stunning 7.8% weekly gain as of July 8, 2026, while the Nasdaq and…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Repricing High-Beta Stocks in July 2026
In this episode, Lucas and Luna drill into the recent divergence between the S&P 500 at 7,504 and the Nasdaq down 1.5% over the past week. They focus on…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping Small-Cap M&A in 2026
Episode 100 of Bull Market Conversations with Fexingo. With the S&P 500 near 7,500 and the Dow at a record 52,925, small-cap stocks are lagging — the Russell…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Micro-Caps Are Beating the S&P 500 in July 2026
The S&P 500 is up 0.2% over the past five days, but the Russell 2000 is down 1%. The real story? Micro-cap stocks, as tracked by the iShares Micro-Cap ETF…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping Factor Investing in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore the shifting dynamics of factor investing in 2026. With the S&P 500 at 7,537 and growth…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Creating a New Kind of Momentum Trap
Episode 97 of Bull Market Conversations. The S&P 500 sits at 7,533, the Dow at 52,908, and certain stocks are running away from the pack. Palantir is up nearly…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Igniting the SPAC Comeback in 2026
SPACs were left for dead after 2021's crash. Now they're back — but different. Lucas and Luna unpack how blank-check companies are staging a revival…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Creating Prediction Market Booms
In this episode of Bull Market Conversations, Lucas and Luna dive into the soaring volumes on prediction markets, driven by the World Cup and other…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create Their Own Currency Hedges
Episode 94 of Bull Market Conversations with Fexingo explores a counterintuitive trend: as the S&P 500 hits 7,483 and the Nasdaq soars 2.1% in a week, the US…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Turn IPOs Into Pipe Dream Pipelines
This episode of Bull Market Conversations explores how the 2026 bull market is reshaping the IPO playbook, with SpaceX emerging as the ultimate blueprint for a…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Market Breadth Masks Hidden Sector Risks
Even as the S&P 500 sits at 7,483 and the Nasdaq at 25,833 — both up over 2 percent in the last five days — the Russell 2000 has actually fallen half a…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Make Dividend Stocks Boring Again
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore why dividend-paying stocks are being left behind in the current rally. With…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How SpaceX Is Rewriting the IPO Playbook in 2026
SpaceX has never gone public, but its approach to capital raising and long-term strategy is reshaping how companies think about IPOs in 2026. Lucas and Luna…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How SpaceX Is Reshaping the IPO Playbook in 2026
This episode of Bull Market Conversations examines how SpaceX's private-market success is rewriting the rules for mega-cap tech IPOs. Lucas and Luna look…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Nasdaq Is Redefining Bull Market Leadership in 2026
In this episode, Lucas and Luna examine how the Nasdaq Composite's surge to 26,040 is reshaping the bull market playbook for growth investors. They…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Datadog Is Leading the Bull Market in Observability
In this episode of Bull Market Conversations, Lucas and Luna dive into Datadog's explosive 21.3% rally over the past five trading days, exploring why the…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
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…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Reward Moat Investing in 2026
In episode 85 of Bull Market Conversations, Lucas and Luna dig into a concept that sounds old-fashioned but is having a moment: competitive moats. They use…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Repricing Growth Stocks in 2026
In this episode, Lucas and Luna dig into the surprising repricing of growth stocks in the current bull market. With the S&P 500 at 7,497 and the Nasdaq…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping Corporate Bond Markets in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore how the sustained bull market of 2026 is transforming the corporate bond landscape. With…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create Their Own Defensive Sectors
Lucas and Luna explore how bull markets reshape the concept of defensive investing, using the June 2026 surge in cybersecurity stocks like CrowdStrike and…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Activist Investors Are Reshaping Mid-Cap Bull Markets
Episode 81 of Bull Market Conversations with Fexingo — Lucas and Luna dive into the quiet but powerful resurgence of activist investors in the mid-cap space…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
The Bull Case for Cybersecurity Stocks in June 2026
Episode 80 of Bull Market Conversations with Fexingo examines why cybersecurity stocks like CrowdStrike and Cloudflare are surging even as the broader…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create Their Own Defensive Sectors
In Episode 79 of Bull Market Conversations, Lucas and Luna explore a counterintuitive phenomenon: as bull markets mature, they create new defensive sectors…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How AI Software Stocks Are Becoming the New Defensive Plays in June 2026
Lucas and Luna explore a surprising shift in bull market leadership: AI software companies are trading like defensive stocks. With the S&P 500 at 7,354 and…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Make Passive Indexing a Trap
The S&P 500 is at 7,354 and the Nasdaq has doubled since 2023 — so why are some of the best portfolio managers quietly reducing their exposure to passive index…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Cloudflare Is Riding the June 2026 Bull Market
Episode 76 of Bull Market Conversations with Fexingo digs into one of the strongest performers in the current tech rally: Cloudflare. With shares up 4.2…
- 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…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Palantir Dropped 16 Percent in a Broad Tech Selloff
The S&P 500 sits at 7,350, but beneath the calm surface, a brutal rotation is underway. The Nasdaq Composite has dropped 4.6 percent in five days, and Palantir…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Small Caps Are Outperforming in June 2026
Episode 73 of Bull Market Conversations with Fexingo examines the widening gap between large-cap and small-cap stocks in June 2026. Lucas and Luna discuss why…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Meme Stocks Are Rewriting Bull Market Rules in June 2026
In this episode of Bull Market Conversations, Lucas and Luna dive into the strange return of meme stock mania in mid-2026—focusing on Wendy's 30% surge on…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Reshape M&A Strategy in 2026
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how sustained bull markets change the calculus for mergers and acquisitions…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Dividend Aristocrats Are Getting Dethroned in June 2026
The S&P 500 is up 16 percent year to date in 2026, but not every classic steady-eddy stock is along for the ride. In this episode, Lucas and Luna look at the…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Survive Fed Chair Transitions
With Alan Greenspan's passing at age 100 and Kevin Warsh taking over the Fed, Lucas and Luna examine how bull markets historically handle a change at the…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Alan Greenspans Legacy Still Shapes Todays Bull Market
On a day when the Dow sits above 51,000 and the S&P 500 near 7,500, former Fed Chairman Alan Greenspan dies at age 100. Lucas and Luna explore how…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How SPACs Are Making a Quiet Comeback in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore the quiet resurgence of SPACs in mid-2026. While the SPAC craze of 2020–2021 ended in…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create New Dividend Aristocrats
Lucas and Luna explore a quiet trend reshaping income investing in 2026: as the S&P 500 surges past 7,500, a wave of companies is being added to the S&P 500…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Ignore Geopolitical Shocks and What It Means
The S&P 500 sits at 7,501, the Dow at 51,565, and yet headlines warn about Iran closing the Strait of Hormuz and a hawkish Fed pivot. Lucas and Luna dig into a…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Are Reshaping Corporate Bond Markets in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore a surprising shift in corporate debt markets during the June 2026 bull run…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
The Bull Market's Quiet Winners: Mid-Caps Take the Lead
Lucas and Luna examine a surprising trend in the June 2026 bull market: mid-cap stocks are outperforming both large caps and small caps. With the S&P 500 at…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Commodity Prices Are Surfing the Bull Market Wave in 2026
Copper is up 34 percent year-over-year. Gold just hit an all-time high above $3,100 per ounce. And lumber is staging a surprising comeback. In this episode of…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Consumer Staples Are Quietly Leading the June 2026 Bull Market
The S&P 500 is at 7,501, but the real action isn't in mega-cap tech — it's in toothpaste, diapers, and canned soup. Lucas and Luna examine how…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Fed Pivot Is Widening the Growth Gap
The Fed held rates steady on June 17, 2026, and Chairman Warsh removed the cutting bias from the statement. Lucas and Luna explore how that hawkish hold is…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Fed Hold Is Reshaping Bull Market Leadership in June 2026
The Federal Reserve held rates steady on June 17, and Chairman Kevin Warsh removed any language about future cuts. Lucas and Luna break down why this hawkish…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How SpaceX IPO Is Reshaping Retail Investing in 2026
The SpaceX IPO is redefining how retail investors access high-growth private companies. Lucas and Luna break down the mechanics of the direct listing, the role…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How AI Computing Power Became a Tradeable Commodity
In this episode of Bull Market Conversations, Lucas and Luna explore the emerging market for AI computing power as a tradeable commodity. With the S&P 500 at…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Prediction Markets Are Becoming Institutional Benchmarks in 2026
Lucas and Luna dive into the quiet revolution happening in prediction markets. With the CFTC recently approving perpetual futures for these platforms and…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why ARKK Surged 6 Percent in a Week and What It Means
Lucas and Luna break down Cathie Wood's ARKK Innovation ETF, which jumped 6.2 percent in five days while the S&P 500 held steady at 7,554. They explore…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why ARKK and Cathie Wood Are Surging in a Bull Market
Episode 54 of Bull Market Conversations. Lucas and Luna dig into the remarkable 6.1% weekly surge in ARKK, Cathie Wood's flagship innovation ETF, while…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Cybersecurity Stocks Are Diverging in the June 2026 Bull Market
In a bull market that has lifted the Dow and Russell 2000, cybersecurity stocks are moving in opposite directions. CrowdStrike is up 3.6% in a week while…
- Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Russell 2000 Surge Masks a Deeper Market Fragility
The Russell 2000 is up more than 3 percent in the past five days while the NASDAQ has edged lower. Lucas and Luna dig into the rotation everyone's talking…