Latest / Inflation and Your Money with Fexingo: Protecting Purchasing Power and Beating Inflation
How Inflation Changes Your Investment Risk Profile
With the S&P 500 near 7,800 and core PCE holding at 130.5 in August 2026, Lucas and Luna explore how persistent inflation reshapes portfolio construction. They move beyond standard advice to examine why traditional asset allocation models fail when real yields shift, using specific examples from bond duration risk and equity valuation multiples. The conversation focuses on practical adjustments for protecting purchasing power without chasing speculative growth.
#InflationHedging #PortfolioStrategy #RealYields #BondDuration #EquityValuation #PCEIndex #FedFundsRate #WealthPreservation…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.