Latest / Inflation Explained with Fexingo: CPI, Prices, and the Cost of Living for Everyday People

Why Gold and CPI Are Telling Different Inflation Stories
Episode 99 of Inflation Explained with Fexingo. Gold is up more than two percent in the last five days, trading above $4,100 an ounce, while the ten-year breakeven inflation rate sits at 2.24 percent. Lucas and Luna dig into why these two signals are diverging—and what that might mean for how inflation really feels. They look at the mechanics of breakeven rates versus hard assets, the role of real yields and central bank buying, and whether CPI is missing something gold is catching. No abstract theory—just a clear breakdown of a gap that affects portfolio decisions right now, anchored to the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.