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

PODCAST · business

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

Lucas and Luna examine the return of stagflation — an economic condition defined by high inflation, low growth, and rising unemployment last seen in the 1970s. Each episode dissects a fresh data point from yfinance or FRED: CPI readings, GDP revisions, yield curve inversions, or unemployment claims. Lucas traces parallels to the 1973 oil shock and the Volcker era, while Luna questions whether today's supply-chain fragilities and labor market shifts make the comparison valid. Together they weigh the trade-offs facing central bankers, the risks to corporate earnings, and the sectors that historically hedge against stagnation. This is not a macro news roundup; it is a patient, number-driven conversation about what stagflation means for portfolios, business strategy, and policy. A listener who wants context beyond headlines — and who can tolerate uncertainty — will find a steady guide. Can an economy grow at all when prices rise and output stalls?

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ABOUT THIS SHOW

Lucas and Luna examine the return of stagflation — an economic condition defined by high inflation, low growth, and rising unemployment last seen in the 1970s. Each episode dissects a fresh data point from yfinance or FRED: CPI readings, GDP revisions, yield curve inversions, or unemployment claims. Lucas traces parallels to the 1973 oil shock and the Volcker era, while Luna questions whether today's supply-chain fragilities and labor market shifts make the comparison valid. Together they weigh the trade-offs facing central bankers, the risks to corporate earnings, and the sectors that historically hedge against stagnation. This is not a macro news roundup; it is a patient, number-driven conversation about what stagflation means for portfolios, business strategy, and policy. A listener who wants context beyond headlines — and who can tolerate uncertainty — will find a steady guide. Can an economy grow at all when prices rise and output stalls?

HOSTED BY

Fexingo

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