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Hosted by Fexingo · 🇺🇸 US · EN · 104 episodes
Established thought leaders with verified media credentials.
Lucas and Luna dissect the machinery of long-term portfolio construction in this daily show, tackling asset allocation, fixed income, and equity selection with a critical eye on valuation and risk. Each episode is anchored to current market conditions—yields, spreads, sector rotations, and macro data—so the conversation is always timely but never reactive. Lucas brings the analytical rigor of a financial journalist, citing specific bond yields, PE ratios, and earnings reports, while Luna challenges assumptions about duration risk, dividend irrelevance, and the role of international equities. They debate the merits of factor tilts, the signal in the yield curve, and whether a 60/40 portfolio is still viable. This isn't a cheerleading session for passive indexing or a hype machine for the latest IPO; it's a disciplined, numbers-driven discussion for investors who want to understand what they own and why. Listeners come away with a clearer framework for thinking about their own portfolios
Fexingo hosts The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio, a business show with 104 episodes published.
In this episode of The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio, hosts Lucas and Luna examine how crude oil crossing $100 per barrel is driving a major sector rotation in July 202
In this episode, Lucas and Luna explore how surging oil prices—with West Texas Intermediate crossing $100 per barrel—are reshaping the stock market in July 2026. They discuss the macro backdrop of sticky core PCE at 2.6%
Gold is having a moment. With the S&P 500 hovering near 7,500 and inflation still sticky at 2.6%, legendary hedge fund manager John Paulson says we are in the early stages of a long-term bull market for gold. In this epi
Lucas and Luna examine the surprising divergence between the broad market and energy stocks, with ExxonMobil up 5.8% and Chevron up 5.0% over the past week while the S&P 500 dropped 0.5%. They dig into the drivers: a pot
Jamie Dimon, CEO of JPMorgan Chase, recently told investors he wouldn't buy stocks or Treasurys at current prices. In this episode, Lucas and Luna unpack what Dimon actually said, why his caution matters beyond the headl
In this episode of The Investing Podcast, Lucas and Luna dig into Jamie Dimon's latest warning that markets are underestimating geopolitical risk. With the S&P 500 at 7,509 and the VIX elevated, Dimon says he wouldn't bu
In this episode, Lucas and Luna examine why large-cap stocks have underperformed small caps and value indexes over the past week. With the S&P 500 down 1.3% in five days while the Russell 2000 slipped only 0.8%, and valu
Berkshire Hathaway has been steadily adding to its Occidental Petroleum stake, and the latest SEC filing suggests Warren Buffett sees something the market is missing. Lucas and Luna dig into the numbers: Berkshire now ow
In this episode of The Investing Podcast, Lucas and Luna dive into the latest inflation data for July 2026, focusing on the Core PCE price index which has remained stubbornly at 2.6 percent year-over-year for three conse
Netflix reported Q2 2026 earnings that sent the stock up 8% in after-hours trading. Lucas and Luna break down the key numbers: 8.2 million net new subscribers, a $0.50 operating margin improvement, and a 15% year-over-ye
Netflix shares have surged over 40% year to date, even as the company reports its first quarterly subscriber loss in a decade. In this episode, Lucas and Luna unpack the paradox: how Netflix convinced Wall Street to stop
In July 2026, Berkshire Hathaway has been adding to its position in a midwestern regional bank—a name that doesn't make the usual headlines. Lucas and Luna dig into why Buffett is ignoring the big money-center banks and
Episode 118 of The Investing Podcast. Lucas and Luna break down the race to zero in index fund fees. Vanguard, BlackRock, and Fidelity are slashing expense ratios to fractions of a basis point. But when management fees a
Episode 117 of The Investing Podcast with Fexingo dives into why regional banks are rallying while the broader market pulls back. With JPMorgan up 2% and Bank of America up 3% over the past week, Lucas and Luna explore t
While mega-banks like JPMorgan and Bank of America dominate headlines, regional banks have been quietly outperforming in July 2026. Lucas and Luna dig into why smaller lenders are gaining—from a steepening yield curve to
Episode 115 of The Investing Podcast digs into a surprising July 2026 trend: small-cap stocks are quietly beating the S&P 500 while big tech lags. Co-hosts Lucas and Luna explore why the Russell 2000 is up while the NASD
Warren Buffett recently said it's 'tough to find values when everybody is preferring gambling.' In this episode, Lucas and Luna unpack that quote in the context of a market where the S&P 500 sits at 7,572 and Berkshire H
On July 15, 2026, SpaceX is reportedly nearing a mega-IPO, and the defense sector is paying close attention. In this episode, Lucas and Luna explore how SpaceX's Starlink and launch capabilities are creating new revenue
In this episode of The Investing Podcast, Lucas and Luna explore how artificial intelligence is transforming investment banking fee structures. They discuss how banks like Goldman Sachs and JPMorgan are using AI to autom
In this episode of The Investing Podcast, Lucas and Luna dive into an unexpected twist in the AI boom: the biggest winners this quarter aren't just tech giants but America's largest banks. With JPMorgan up nearly 4% in t
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The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio is hosted by Fexingo. The show is categorised under business and has published 104 episodes.
The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio has published 104 episodes.
The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio regularly covers business. It sits in the business category.
The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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