Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes

Episode 4 of Stagflation Conversations with Fexingo: With CPI at 332.4 and real GDP growth at just two percent, nominal wages are rising but real earnings tell a different story. Lucas and Luna dig into the April average hourly earnings figure of $37.40, the JOLTS job openings drop to 6.866 million, and what the 'bond vigilantes' return means for workers. They explore why blue-collar wages are fin...

In Episode 3 of Stagflation Conversations, Lucas and Luna examine how persistent high inflation and slow growth are fundamentally changing the way American households spend, save, and borrow. Rather than rehashing gold sell-offs or bond vigilante narratives, they drill into a specific, underappreciated shift: the rise of 'trading down' behavior even among upper-middle-income consumers. Using fresh...

With inflation sticky above 4 percent and the Fed about to swear in a new chair, bond markets are starting to dictate fiscal policy the way they did in the late 1970s. This episode of Stagflation Conversations with Fexingo looks at the mechanics of a bond vigilante revolt — what it means for Treasury yields, fiscal spending, and the real economy. Lucas breaks down the current ten-year yield dynami...

In the first episode of Stagflation Conversations, Lucas and Luna tackle a surprising market signal: gold is plunging even as inflation accelerates and the Fed faces pressure to hike rates again. With the S&P 500 down 1.2% in five days, gold miners like the GDX ETF off nearly 13%, and the unemployment rate holding at 4.3%, the hosts examine whether the economy is sliding into a 1970s-style stagfla...