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

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

By: Fexingo
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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, traces the arc of a Minsky moment or a Volcker-style rate hike; Luna cross-references today's supply chain disruptions and labor market tightness against the archived charts spread before them. They never settle for surface-level parallel—instead, they argue about whether modern financialization changes the stagflation playbook, why the Phillips curve seems to have gone flat, and what a 'soft landing' actually requires. The listener who tunes in is someone who reads the economic indicators themselves, who knows that the misery index is not a rhetorical device, and who wants a conversation that respects the complexity of the data rather than reducing it to a single headline. By the end of each episode, you'll have a clearer map of the trade-offs policymakers face—and a sharper sense of which historical analogies are useful and which are lazy. #Stagflation #Inflation #EconomicGrowth #FederalReserve #MonetaryPolicy #1970sEconomy #PhillipsCurve #MiseryIndex #SupplyChain #LaborMarket #CentralBanks #GDP #ConsumerPriceIndex #EconomicHistory #Macroeconomics #Business #FexingoBusiness #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How Stagflation Is Squeezing Independent Pharmacies

    How Stagflation Is Squeezing Independent Pharmacies
    Jun 29 2026
    In this episode, Lucas and Luna examine how independent pharmacies are being squeezed by stagflation's double blow: rising costs and stagnant reimbursement rates. They focus on a specific case: a family-owned pharmacy in Ohio that has seen its gross margin on generic drugs shrink from 22% to 11% over the past 18 months, while foot traffic drops 8% year-over-year. The hosts discuss how pharmacy benefit managers are tightening the screws, why patients are skipping refills, and what the latest CPI data on medical care costs (up 3.1% in May) means for the industry. They also touch on the broader implications for rural healthcare access. A concrete look at a local business under macroeconomic pressure. #Stagflation #IndependentPharmacies #PharmacyBenefitManagers #HealthcareCosts #CPI #GenericDrugs #RuralHealthcare #Ohio #SmallBusiness #PBM #Inflation #SlowGrowth #ReimbursementRates #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #HealthcareEconomics Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why Stagflation Is Reshaping the Corporate Bond Market

    Why Stagflation Is Reshaping the Corporate Bond Market
    Jun 28 2026
    Episode 79 of Stagflation Conversations with Fexingo examines how persistent stagflation is transforming the corporate bond market. Lucas and Luna break down the widening spread between investment-grade and high-yield debt, the surge in fallen angels, and what it means for companies carrying heavy debt loads. They anchor the discussion in real data: core PCE inflation hitting 3.4% in May 2026, the highest since October 2023, and the yield on the ten-year Treasury hovering near 4.8%. The hosts explore why bond investors are demanding higher risk premiums even as the economy shows pockets of resilience, and why the era of easy refinancing is over. If you're watching debt markets for signals, this episode gives you the lens. #StagflationConversations #CorporateBonds #FallenAngels #InvestmentGrade #HighYield #BondMarket #CreditSpread #CorePCE #Inflation #TreasuryYield #DebtRefinancing #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #BondInvesting #CreditRisk #MacroEconomics Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How Stagflation Is Reshaping the Movie Theater Business

    How Stagflation Is Reshaping the Movie Theater Business
    Jun 28 2026
    Lucas and Luna examine how persistent stagflation is transforming the movie theater industry. With core inflation at 3.4% and real wage growth lagging, consumers are cutting back on discretionary spending, and theater chains are feeling the pinch. Lucas breaks down the data: even as blockbuster releases draw crowds, per-capita spending on concessions has dropped by 4.5% year-over-year, while operating costs for theaters have risen 12% due to higher energy and labor expenses. Luna notes that AMC and Regal are experimenting with dynamic pricing and subscription models to maintain margins. They also discuss the rise of premium formats like IMAX and Dolby Cinema as a way to justify higher ticket prices, and how smaller independent theaters are pivoting to events and private screenings to survive. The episode is grounded in the latest economic data, including May's CPI report and the Fed's preferred inflation gauge, and explores what the future holds for an industry caught between rising costs and shrinking wallets. #Stagflation #MovieTheaters #AMCTheatres #RegalCinemas #IMAX #Inflation #ConsumerSpending #DiscretionarySpending #Economics #Podcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #MovieBusiness #DynamicPricing #PremiumFormat #CoreInflation #Blockbuster Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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