Episodi

  • The Energy Tax Behind Stagflation

    The Energy Tax Behind Stagflation
    Nov 13 2026
    We explore how the AI energy arms race is quietly fueling stagflation. With Nvidia’s leadership under scrutiny and the UK citing AI as a growth engine, we look at the hidden cost of computing power. Using October CPI data showing prices up 0.4 percent and the ten-year breakeven inflation rate at 2.24 percent, we analyze whether this tech boom is masking underlying economic strain. Are we trading long-term productivity for immediate energy bills? This is Economics. #Stagflation #EnergyCrisis #Nvidia #ArtificialIntelligence #InflationData #Economics #PowerGrid #TechBubbles #CPIReport #FexingoBusiness #BusinessPodcast #LucasAndLuna #MacroEconomics #EnergyPrices #ProductivityMyth #Infrastructure #GreenTransition #ConsumerStrain Keep every episode free: buymeacoffee.com/fexingo
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    8 min
  • The Hidden Cost of Inventory Repricing

    The Hidden Cost of Inventory Repricing
    Nov 12 2026
    Lucas and Luna dissect the disconnect between headline inflation numbers and the reality of shelf prices. With October CPI rising 0.4 percent, they examine how companies are using inventory write-downs to mask margin pressure. The conversation explores why consumers feel sticker shock even when aggregate spending holds steady, focusing on the specific mechanics of how businesses absorb cost increases without passing them fully to buyers. #StagflationConversations #FexingoBusiness #BusinessPodcast #EconomicsDaily #InflationData #CPIReport #CorporateMargins #InventoryWriteDowns #ShelfPrices #ConsumerStrain #RetailMonitor #SupplyChainCosts #PricingPower #GDPGrowth #UnemploymentRate #FedPolicy #EconomicAnalysis #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • The Real Estate Trap Behind Modern Stagflation

    The Real Estate Trap Behind Modern Stagflation
    Nov 11 2026
    We are looking at the hidden tax of sticker shock in modern economies, specifically how housing costs distort the CPI and PCE data. With core inflation stuck above three percent and real GDP growth slowing to three point four percent, the disconnect between asset prices and consumer goods is widening. We explore why your rent feels like a separate economy from everything else on the shelf. #FexingoBusiness #BusinessPodcast #EconomicsShow #Stagflation2026 #HousingMarket #InflationData #CPIvsPCE #RealEstateTrap #CostOfLiving #MonetaryPolicy #FederalReserve #ConsumerPrices #GDPGrowth #AssetBubbles #RentControl #SupplyChain #LucasAndLuna #FinancialLiteracy Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • The Service Economy Stagflation Trap

    The Service Economy Stagflation Trap
    Nov 10 2026
    With the S&P 500 hovering near 7,550 and October payrolls adding 165,000 jobs, the economy looks robust on paper. But Lucas and Luna dig into a quieter reality: the rising cost of services versus stagnant goods inflation. As core CPI sits at 338.9 and real GDP growth hits 3.4 percent, they explore how labor-intensive sectors like healthcare, education, and hospitality are driving persistent price pressure even as tech giants drive deflationary forces in hardware. This episode examines why your grocery bill might be stable while your haircut, tuition, and medical co-pays continue to climb, creating a unique stagflationary friction that monetary policy struggles to address. #Stagflation #ServiceInflation #LaborCosts #CoreCPI #FexingoBusiness #BusinessPodcast #EconomicsExplained #InflationData #RealGDP #NonfarmPayrolls #ProductivityGap #MonetaryPolicy #ConsumerPrices #HousingServices #HealthcareCosts #WageGrowth #BureauOfLaborStatistics #FederalReserve Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Hollow Job Boom and Wage Squeeze

    The Hollow Job Boom and Wage Squeeze
    Nov 9 2026
    With the U.S. economy adding 165,000 jobs in October while the unemployment rate slipped to 4.1%, headlines are celebrating a labor market win. But Lucas and Luna dig into the data hiding beneath those strong numbers: average hourly earnings are rising at just one point five percent year-over-year, and real wage growth is effectively flat for many workers. In this episode, we explore how the current stagflationary environment creates a deceptive picture of health. We look at why nominal GDP growth of three point four percent isn't translating into purchasing power for the middle class, and what the divergence between job count and wage impact means for consumers heading into November two thousand twenty-six. #Stagflation #LaborMarket #WageGrowth #UnemploymentRate #CPIInflation #RealWages #EconomicsPodcast #BusinessAnalysis #FinanceNews #CostOfLiving #FedPolicy #PCEIndex #JobOpenings #NominalGDP #ConsumerPower #FexingoBusiness #LucasAndLuna #EconomicIndicators Keep every episode free: buymeacoffee.com/fexingo
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    10 min
  • The Hollow Job Boom and Wage Squeeze

    The Hollow Job Boom and Wage Squeeze
    Nov 8 2026
    October’s headline job numbers look strong, but a deeper look at private sector wages and the services trap reveals a wage-price pressure that standard inflation metrics miss. Lucas and Luna dissect how nominal GDP growth of 3.4 percent masks the real squeeze on household purchasing power, and why the Fed’s current policy stance might be underestimating the persistence of core CPI readings near 338. #Stagflation #LaborMarket #WageGrowth #CoreCPI #NominalGDP #ServicesSector #FedPolicy #PurchasingPower #EconomicsPodcast #BusinessInsights #FexingoBusiness #LucasAndLuna #InflationData #JoblessClaims #PrivatePayroll #EconomicAnalysis #FinanceTalk #ConsumerPrices Keep every episode free: buymeacoffee.com/fexingo
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    11 min
  • The Quality Trap in Modern Stagflation

    The Quality Trap in Modern Stagflation
    Nov 7 2026
    Lucas and Luna dissect the 'quality trap' driving today's stagflationary pressures. With core CPI holding at 338.9 and real GDP growth slowing despite strong job numbers, they explore how companies are boosting margins by shrinking product sizes rather than raising prices outright. Using data from October 2026 labor markets and recent consumer price indices, the hosts analyze why this strategy fuels inflation without delivering growth, leaving workers with less value for their wages while the broader economy stagnates. #Stagflation #Inflation #Economics #CoreCPI #Productivity #ConsumerPrices #LaborMarket #GDP #Wages #BusinessStrategy #SupplyChain #PricingPower #ValuePerUnit #OctoberJobsReport #RealGrowth #FexingoBusiness #BusinessPodcast #EconomicAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    9 min
  • The Real Estate Trap Behind Modern Stagflation

    The Real Estate Trap Behind Modern Stagflation
    Nov 6 2026
    With the S&P 500 dropping three percent and core CPI holding stubbornly above three hundred, we examine why housing costs are the anchor dragging down real GDP growth. We break down the disconnect between rising home prices and stagnant wage growth, asking if the rental market is finally breaking or just bending. #HousingMarket #Stagflation #RealEstateCrisis #CoreCPI #RentalPrices #MortgageRates #FederalReserve #GDPGrowth #CostOfLiving #EconomicSlowdown #InflationData #HousingSupply #RentControl #Homeownership #FexingoBusiness #BusinessPodcast #Economics #FinanceNews Keep every episode free: buymeacoffee.com/fexingo
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    9 min