Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Cracking the Healthcare Inflation Model
Episode 15 of Stagflation Conversations with Fexingo digs into a blind spot in the stagflation narrative: healthcare. With CPI at 332.4 and core inflation still sticky, hospital systems and insurers are facing a unique cost structure that breaks the normal recession playbook. Lucas and Luna unpack why health insurance premiums are rising 7–9% even as patients delay elective procedures, how hospital labor costs have become fixed rather than variable, and what the shift toward outpatient care tells us about provider pricing power. They anchor the discussion in real data: the April CPI reading…
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