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 EchoesHow Stagflation Is Reshaping Corporate Earnings Calls
In this episode of Stagflation Conversations, Lucas and Luna dive into the subtle but telling ways that stagflation is changing the language and numbers on…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why the Fed Is Tempted to Repeat Its 1970s Mistake
In late August 2026, the Fed faces a hard call: core PCE inflation at 3.3 percent, real GDP growth down to 1.5 percent, and a bond market that keeps hearing…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why the Yield Curve Is Flashing 1970s Signals Again
In this episode of Stagflation Conversations, Lucas and Luna dig into a surprising market signal from August 2026: the ten-year Treasury yield has fallen below…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Fertilizer Prices Are Falling in a Stagflation Era
Fertilizer costs are crashing even as overall inflation stays stubborn. In this episode, Lucas and Luna dig into the strange case of nitrogen and potash in…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Rewriting the Rules for Gold Miners
Gold miners are outperforming stocks in a stagflation era, with the GDX ETF up over 16% in a single week. Lucas and Luna dig into the mechanics: why gold…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Bessent's Bond Gambit Echoes the 1970s Stagflation Playbook
Episode 163 of Stagflation Conversations digs into Treasury Secretary Bessent's recent attempt to calm bond markets — a move that's stirring…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Your Savings Rate Is Falling in a Stagflation Economy
In this episode of Stagflation Conversations, Lucas and Luna drill into a quiet but telling number: the U.S. personal savings rate, which has been sliding even…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why the Bond Market Is Hearing 1970s Echoes
In this episode of Stagflation Conversations, Lucas and Luna dig into the Treasury market's growing anxiety about stagflation. With the 10-year breakeven…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How the 40 Trillion Debt Mountain Is Changing Stagflation Math
As U.S. government debt crosses $40 trillion, Lucas and Luna dig into what that means for a slow-growth, high-inflation economy. They trace the numbers: real…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Remaking the US Postal Service
With inflation hovering near 2.3 percent and GDP growth at just 1.5 percent, the US Postal Service is facing a uniquely stagflationary squeeze. In this episode…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Your Car Loan Feels Like 1981 in a 2026 Economy
Auto loan rates are hovering near generational highs even as the Federal Reserve hints at easing. In this episode, Lucas and Luna dig into the mechanics of how…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Wage Growth Hasn't Turned Into a Wage-Price Spiral
In this episode of Stagflation Conversations, Lucas and Luna dig into a puzzle that's been nagging economists through the slow-growth summer of 2026…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Pet Food Industry
On this episode of Stagflation Conversations, we look at how the pet food industry is navigating the twin pressures of high inflation and slow growth. With the…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Silver Lining in Stagflation's Gloom
In this episode of Stagflation Conversations, Lucas and Luna explore an unexpected bright spot in a slow-growth, high-inflation economy: silver. While gold…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Lettuce Prices Crashed While Inflation Lingers
In July 2026, the consumer price index ticked up to 332.8 while wholesale prices stayed flat—and lettuce prices plunged to record lows after a cyclospora…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Auto Insurance Industry
In this episode of Stagflation Conversations, Lucas and Luna examine how persistent stagflation is hitting the auto insurance sector. With July CPI showing…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reshaping the Textbook Publishing Industry
Textbook publishers are caught between soaring paper costs and school budgets squeezed by stagflation. In this episode, Lucas and Luna explore how the industry…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Squeezing the Managed Care Insurers
In episode 151 of Stagflation Conversations, Lucas and Luna dig into a corner of the economy most of us only meet at open enrollment: private health insurers…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Making Gold Miners the New Bond Hedge
In episode 150 of Stagflation Conversations, Lucas and Luna examine a striking market anomaly: while the S&P 500 has wobbled under 1.5 percent real GDP growth…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Gold Is Outperforming Stocks in a Stagflation Era
In this episode of Stagflation Conversations, Lucas and Luna dig into a striking divergence in 2026: gold and gold miners are soaring while the broader economy…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reshaping the Craft Beer Industry
In this episode of Stagflation Conversations, Lucas and Luna explore how high inflation and sluggish growth are reshaping the craft beer industry. With barley…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reshaping the Trucking Industry
In this episode of Stagflation Conversations, Lucas and Luna examine how high inflation and slow growth are hitting the trucking industry harder than most…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Your Rent Is Not Falling in a Slow-Growth Economy
In this episode of Stagflation Conversations, Lucas and Luna zero in on a paradox: real GDP growth is just 1.5 percent, inflation is easing, yet rents remain…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Tire Industry
In episode 145 of Stagflation Conversations, Lucas and Luna look at how high inflation and sluggish growth are hitting the tire industry — from raw material…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reshaping the Movie Theater Industry
Movie theaters are quietly becoming a bellwether for stagflation. With inflation running at its lowest in years but growth slowing to 1.5 percent, box office…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Your Grocery Bill Is Sticky Even as Inflation Eases
Inflation is cooling — headline CPI dipped to 3.3 percent in June, and core inflation is down from a year ago. But your grocery bill doesn't feel lighter…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Reshaping the Commercial Real Estate Market
In this episode of Stagflation Conversations, Lucas and Luna examine how stagnationflation is quietly rewriting the rules for commercial real estate. With…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How the Bond Market Is Pricing In Stagflation
Episode 141 of Stagflation Conversations dives into the bond market’s latest signal: the 10-year breakeven inflation rate has climbed to 2.26%, even as real…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Auto Parts Industry
In this episode of Stagflation Conversations, Lucas and Luna examine how high inflation and sluggish growth are transforming the auto parts and repair…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Freight Shipping Industry
Episode 139 of Stagflation Conversations with Fexingo dives into the freight shipping industry, where import costs from China have hit their highest level…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Grocery Industry
Even as overall inflation shows signs of cooling—CPI dipped to 332.6 in June from 333.98—grocery prices remain stubbornly high. In this episode, Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping US Manufacturing
Lucas and Luna dig into the latest data showing import prices from China at their highest since 2008, and what that means for American manufacturers in a…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Drives Up Consumer Electronics Prices
Episode 136 of Stagflation Conversations digs into a pocket of inflation most of us feel every day: consumer electronics. Imported goods from China just hit…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Generic Drug Industry
Import prices from China just hit their highest level since 2008, and that's bad news for generic drug makers who rely on Chinese and Indian suppliers for…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Airline Industry
In this episode, Lucas and Luna examine how the airline industry is navigating the twin pressures of rising input costs and softening demand — two hallmarks of…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Home Builders Market
With real GDP growth at 2.1% but core CPI still sticky, home builders face a double bind: rising costs for materials and labor, plus stubbornly high mortgage…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Apparel Industry
Episode 132 of Stagflation Conversations explores how rising import costs from China—the highest since 2008—are squeezing apparel retailers and shifting…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Rising Import Costs From China Echo the 1970s
Import prices from China just hit their highest level since 2008, a jolt that echoes the supply-shock dynamics of the stagflation era. Lucas and Luna break…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Toy Industry
In episode 130 of Stagflation Conversations with Fexingo, Lucas and Luna explore how the toy industry is navigating high inflation and sluggish growth in 2026…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Plumbing Industry
Lucas and Luna dive into a surprising corner of the economy: plumbing. With home repair costs up 22% since 2023 and a severe shortage of skilled tradespeople…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Gold Mining Industry
Episode 128 of Stagflation Conversations with Fexingo explores how gold mining companies are thriving in a high-inflation, slow-growth environment. With gold…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Fast Food Industry
Episode 127 of Stagflation Conversations with Fexingo digs into one of the most visible battlegrounds of high inflation and slow growth: the fast food…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Lawn Care Industry
Episode 126 of Stagflation Conversations with Fexingo dives into the lawn care industry, where rising costs and stagnant wages are changing how Americans…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Office Furniture Market
Episode 125 digs into a surprising casualty of the current stagflationary economy: the office furniture industry. With the S&P 500 down 0.8% over five days and…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Toy Industry
In episode 124 of Stagflation Conversations with Fexingo, Lucas and Luna examine how the toy industry is navigating a unique…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Car Insurance Market
Episode 123: Lucas and Luna examine how stagflation is transforming the car insurance industry. With parts and labor costs up, accident frequency rising…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Used Heavy Equipment Market
While most coverage of stagflation focuses on consumer prices, Lucas and Luna drill into the market for used heavy equipment — bulldozers, excavators, and haul…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Commercial Real Estate Market
Episode 121 of Stagflation Conversations with Fexingo dives into commercial real estate, where high inflation and sluggish growth are squeezing office, retail…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Live Event Ticketing Industry
Lucas and Luna examine how stagflation is squeezing the live event ticketing industry. With real GDP growth at just 2.1 percent and core PCE inflation still…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Movie Theater Industry
Lucas and Luna examine how persistent high inflation and slow growth are transforming the movie theater business. Theater attendance is down 15% from…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Brewing Industry
Episode 118 of Stagflation Conversations examines how small and mid-sized craft breweries are adapting to persistent high input costs and slowing consumer…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Car Rental Industry
Episode 117 of Stagflation Conversations examines how persistent high inflation and sluggish growth are transforming the car rental industry. Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the College Admissions Industry
As persistent high inflation and slowing economic growth squeeze middle-class families, the college admissions industry is undergoing a profound shift. In this…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Container Shipping Industry
Episode 115 of Stagflation Conversations explores how persistent inflation and sluggish global trade are squeezing container shipping lines. Lucas and Luna…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Dental Care Industry
Episode 114 of Stagflation Conversations with Fexingo examines how persistent high inflation and sluggish growth are transforming the dental care industry…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Used Car Market
With CPI at 3.5% and real GDP growth anemic at 2.1%, the used car market is a perfect stagflation case study. Wholesale prices fell unexpectedly in June, but…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Staying Home Is Getting More Expensive
In this episode of Stagflation Conversations, Lucas and Luna explore the surprising trend of 'funflation' — the rising cost of at-home entertainment…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Thrift Store Industry
In episode 111 of Stagflation Conversations with Fexingo, Lucas and Luna examine how stagflation is reshaping the thrift store industry. With CPI at 332.6 and…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Funeral Industry
Episode 110 of Stagflation Conversations with Fexingo looks at an industry most people try not to think about: funeral services. Lucas and Luna discuss how…
- Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Pet Insurance Market
In episode 109 of Stagflation Conversations, Lucas and Luna explore how persistent stagflation is transforming the pet insurance industry. With CPI at 334 and…