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Inflation Is Quietly Reshaping the Stock Market's Winners
Episode 30 of Inflation and Your Money digs into how persistent inflation is quietly reshaping the stock market's winners and losers. Lucas and Luna examine why the recent 1.5% drop in the Russell 2000 contrasts with the S&P 500's relative calm, even as gold and silver miners have seen sharp pullbacks. They unpack the 10-year breakeven rate dipping to 2.38% and what that says about where inflation expectations are heading. The conversation centers on a surprising shift: companies with pricing power and low capital intensity are being rewarded, while high-growth, high-debt small caps…
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