Shows / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
In 'Stagflation Conversations with Fexingo,' Lucas and Luna examine the return of an economic condition many thought buried with the 1970s: high inflation paired with stagnant growth. Each episode grounds the conversation in current data from major economies—CPI prints, GDP revisions, unemployment figures, and central bank statements—then draws historical parallels to the oil shocks, wage-price spirals, and policy missteps of the post-Bretton Woods era. Lucas, with a fountain pen in hand…
Episodes
Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s EchoesThe Productivity Mirage in Modern Stagflation
With third-quarter GDP hitting 3.4 percent while core CPI holds at 338.9, the US economy is sending mixed signals that defy traditional stagflation models…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Financial Repression Quietly Funds the Modern Economy
Lucas and Luna examine the hidden mechanism of financial repression in October 2026, where real yields remain negative against a CPI reading of 3.4 percent…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Cost of Waiting in the Inflation Economy
In this episode of Stagflation Conversations, Lucas and Luna examine how rising interest rates and stubborn price levels are reshaping consumer behavior beyond…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Wage-Price Spiral Myth in Modern Stagflation
Lucas and Luna dissect why the classic wage-price spiral of the 1970s failed to materialize in late 2026, despite inflation running sticky above three percent…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Labor Hoarding Fuels Modern Stagflation
Lucas and Luna examine why companies like Berkshire Hathaway and Microsoft are keeping staff even as hiring slows, creating a wage-price spiral. They analyze…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Productivity Mirage In Stagflation
Lucas and Luna dissect the disconnect between rising corporate profits and stagnant real wages in October 2026. With core CPI holding at 338.9 and job openings…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Productivity Mirage In Stagflation
In this episode of Stagflation Conversations, Lucas and Luna dissect the disconnect between soaring corporate profits and stagnant real wage growth. With the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Quiet Crisis of Underfunded Pensions
With the Dow hitting fifty-two thousand and unemployment holding steady at four point two percent, the US economy looks robust on the surface. But beneath the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How UK Inflation Traps the Fed in a Tight Spot
With UK inflation jumping to three point five percent and housing markets flashing warning signs, the Federal Reserve faces a complex geopolitical dilemma…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Fed's October Surprise and the Stagflation Trap
With the U.S. budget deficit swelling to almost two trillion dollars and the Dow hitting new highs while tech stalls, Lucas and Luna dissect the market's…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Services Trap Fueling Modern Stagflation
We explore why core inflation remains sticky despite cooling goods prices, focusing on the services sector's wage-driven cost pressures. With September…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Wholesale Price Shock Behind Stagflation
Lucas and Luna dig into the September wholesale price data showing a six-point-three percent annual jump, the largest since twenty twenty-two. With core CPI…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Hidden Cost of Wholesaler Power in Stagflation
Lucas and Luna dig into the September wholesale price data showing a 6.3 percent annual jump, the largest since 2022. They explore how wholesalers are using…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Supply Chain Friction Fuels Stagflation
Lucas and Luna dissect the widening gap between consumer prices and wholesale costs. With September wholesale prices jumping 6.3 percent, they explore how…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Energy Shocks Create Stagflation
We look at the specific mechanics of how energy price spikes create stagflation, using today’s gold and oil data to understand why growth stalls while prices…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Real Wage Stagnation Behind The Jobs Report
We are looking at the disconnect between the headline unemployment rate of four point two percent and the reality on the ground for American workers. With core…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Commodity Trap Fueling Stagflation
With gold prices climbing above four thousand dollars and industrial metals surging, we examine how rising commodity costs are embedding inflation into the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Rent Seeking Fuels Modern Stagflation
In this episode of Stagflation Conversations, Lucas and Luna dissect the often-overlooked engine of modern price pressure: corporate rent-seeking. With core…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Supply Chain Price Tag Fueling Modern Stagflation
In Episode 210 of Stagflation Conversations, Lucas and Luna dissect how logistics costs have become the silent engine of today's price pressures. With…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Tariffs And The Inflation Shock
Lucas and Luna dissect the New York Fed's latest finding that tariff-driven price hikes are distorting inflation metrics. With core CPI holding at three…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Wage Growth Fuels Modern Stagflation
Lucas and Luna examine the specific mechanics of how rising average hourly earnings interact with slowing real GDP growth to create a stagflationary…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How AI Investment Is Masking Real Economic Stagnation
With the S&P 500 up two percent this week and real GDP growth slowing to twenty-two percent, we are exploring a dangerous economic blind spot. Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Demographic Drag On Stagflation
As Western populations begin shrinking around 2029, labor shortages are no longer a temporary glitch but a structural force driving wage inflation even as…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Gender Wage Gap In Stagflation
With the September jobs report showing a faltering labor market and rising unemployment to 4.2 percent, we examine how stagflation impacts men and women…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Corporate Rent-Seeking Trap In Modern Stagflation
We examine how pricing power has become the primary driver of modern stagflation, distinct from traditional supply shocks. With core inflation stubbornly above…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Gender Wage Gap In Stagflation
In October 2026, the labor market shows a quiet but profound shift as unemployment ticks to four point two percent. While headlines focus on the overall jobs…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Labor Shortage That Fuels Stagflation
Lucas and Luna explore why the tightest labor market in decades is paradoxically slowing growth rather than boosting it. With job openings at 7,079 thousand…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How China's Profit Squeeze Fuels Global Stagflation
While the US economy shows mixed signals with a 2.2 percent growth rate and stubborn core inflation, a quieter pressure is building in Asia. We look at China’s…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Global Debt Trap Fueling Modern Stagflation
With global debt topping three hundred sixty-five trillion dollars, Lucas and Luna explore how sovereign and corporate leverage is locking in a high-inflation…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Silent Stagflation Driver You Are Missing
In this episode of Stagflation Conversations, Lucas and Luna dig into the structural shift in how companies price risk. With real GDP growth slowing to one…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Fiscal Drag Trap And Stagflation
With the ten-year breakeven inflation rate sitting at 2.34 percent and real GDP growth slowing to 1.50 percent, the United States is navigating a narrow path…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Central Bank Debt Traps Fuel Stagflation
With the ten-year breakeven inflation rate ticking up to 2.34 percent on September twenty-fifth, the old playbook for fighting price pressure is hitting a…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Productivity Trap In Stagflation
Why rising prices and flat growth are locking in a new economic era. We explore how corporate pricing power and stagnant productivity create a feedback loop…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Sovereign Debt Trap And Stagflation
With global debt topping three hundred sixty-five trillion dollars and Treasury yields surging, the traditional playbook for fighting inflation is breaking…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Sticky Services Inflation Traps The Economy
With the core PCE price index holding at 130.7 in mid-2026 and real GDP growth slowing to one point five percent, we are seeing a classic stagflationary trap…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Corporate Resilience Pricing Fuels Stagflation
In this episode of Stagflation Conversations, Lucas and Luna dissect the hidden mechanism behind today's stubborn price levels: corporate resilience…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Invisible Tax of Business Resilience Pricing
In this episode, Lucas and Luna explore how companies are embedding inflation protection directly into corporate contracts, creating an invisible tax for…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Paradox of Productivity and Inflation
We explore the modern stagflation trap where technological leaps fail to lower consumer prices. With real GDP growth slowing to one point five percent in the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Happiness Inflation Trap
Why consumer sentiment remains in the dumps despite solid economic growth. We explore the 'lower happiness' metric highlighted by Goldman Sachs…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Supply Chain Friction Fuels Stagflation
In this episode of Stagflation Conversations, Lucas and Luna dissect the structural friction in global logistics that is keeping inflation sticky despite…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Energy Shocks Lock In Stagflation
With oil prices spiking due to geopolitical tensions in the Middle East, households are facing an estimated $1,700 added bill per family. Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Transport Cost Trap In Stagflation
With CPI at 334.1 and real GDP growth slowing to 1.5 percent, the economy is caught in a logistics squeeze. Lucas and Luna explore how rising fuel costs for…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Productivity Trap In Stagflation
Why AI-driven efficiency isn't solving stagflation, but potentially deepening it. Lucas and Luna examine the disconnect between rising corporate…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Wage-Inflation Gap That Is Locking In Stagflation
Real wages are finally climbing, but inflation is eating the gains faster. We examine how August’s average hourly earnings of thirty-seven dollars and eighty…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Core Services Inflation Is The Real Stagflation Trap
Inflation numbers have been stuck above the Fed's two percent target for years, but the real danger isn't goods prices—it is the sticky cost of…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Real Cost of Stagflation in Your Grocery Cart
With core inflation stubbornly above three percent and real wage growth lagging, the American consumer is facing a squeeze that goes beyond simple price hikes…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Housing Costs Lock In Stagflation
Stagflation isn't just about rising prices and flat growth; it's about the structural trap of housing costs. With core CPI holding at 337.8 in August…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Real Cost of Stagflation in Your Grocery Cart
With real GDP growth slowing to just one point five percent while core inflation holds stubbornly above three percent, the American consumer is facing a unique…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Canadian Trade War and US Stagflation
Lucas and Luna examine how the escalating U.S.-Canada trade war is fueling stagflationary pressures in September 2026. With import bans on Canadian goods and…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Real Cost of Stagflation in Your Grocery Cart
Stagflation isn't just a macroeconomic headline; it is the daily friction between rising prices and stagnant wages. In this episode, we dissect how the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Japan Yen Intervention and Global Stagflation
Japan's foreign reserves dropped by a record eighty billion dollars in August as the yen weakened. We explore how this massive intervention signals global…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How El Nino Is Rewiring Global Inflation
With the U.S. economy flirting with stagflation—real GDP growth slowing to one point five percent while core PCE remains sticky at three percent—we often look…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Quiet Rise of Private Security in a Stagflation Economy
With inflation hovering near three percent and growth slowing to one point five percent, Americans are spending more on safety than ever before. Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Gendered Wage Gap in Stagflation
August payrolls added one hundred sixty-two thousand jobs, yet the unemployment rate held steady at four point one percent. The catch is who got hired. Women…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How El Nino Is Rewiring Global Inflation
As a supersized El Nino looms, Lucas and Luna examine how extreme weather is shifting from a peripheral risk to a core inflation driver. With core CPI holding…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How AI Productivity Paradoxes Fuel Stagflation
We examine the disconnect between surging AI investment and sluggish real GDP growth of just 1.5 percent in Q2 2026. With core PCE prices holding near 336 and…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How AI Is Fueling Stagflationary Productivity Paradoxes
Lucas and Luna examine the paradox of rising productivity claims from generative AI colliding with sticky core inflation and slowing real GDP growth. Using…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Jolting the Job Market
In this episode of Stagflation Conversations with Fexingo, Lucas and Luna explore an unexpected wrinkle in the current stagflationary economy: why the labor…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Breaking the Rules of Core Inflation
In this episode of Stagflation Conversations, Lucas and Luna dig into a counterintuitive puzzle: core inflation is running hotter than the headline number…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why the Yield Curve Is Still Steep in a Stagflation Era
In this episode of Stagflation Conversations, Lucas and Luna dive into a surprising anomaly: despite stagflation fears and a Fed that's talking about rate…