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
  • How Stagflation Is Reshaping the Art Market

    How Stagflation Is Reshaping the Art Market
    Jun 27 2026
    In this episode, Lucas and Luna explore how persistent stagflation is transforming the fine art market. With core inflation hitting 3.4% in May 2026 and gold prices slipping 2.5% in the past week, investors are looking for alternative stores of value — but the art market is not immune to economic headwinds. Lucas breaks down the 'Blue Chip Contradiction': top-tier works from artists like Basquiat and Richter are still commanding high prices at auction, while mid-tier contemporary art has seen a 15% decline in average sale price over the past year. The hosts discuss how auction houses are adapting with lower reserve prices, more private sales, and financing options, while galleries are shifting to installment plans for collectors. Luna points out that younger collectors, who entered during the pandemic boom, are now sitting out — and how that's reshaping what galleries choose to exhibit. A focused look at a $65 billion industry navigating slow growth and sticky inflation. #ArtMarket #Stagflation #Economics #BlueChipArt #Basquiat #Richter #AuctionHouse #Sothebys #Christies #Collecting #Inflation #AlternativeAssets #ContemporaryArt #Gold #Investment #LuxuryAssets #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Stagflation Is Reshaping the Apartment Rental Market

    Why Stagflation Is Reshaping the Apartment Rental Market
    Jun 27 2026
    In episode 76 of Stagflation Conversations with Fexingo, Lucas and Luna drill into a surprising effect of today's high-inflation, slow-growth environment: the deepening bifurcation of the apartment rental market. With core PCE inflation at 3.4% and real wage growth stagnating, luxury renters are bidding up high-end units while middle-market and Class B apartments sit vacant. The hosts examine how property owners are responding — from amenity wars to rent concessions — and what this means for tenants and REIT investors. They reference specific data: the May core PCE reading of 3.4%, the flat unemployment rate of 4.3%, and the widening spread between Class A and Class B occupancy rates. This episode offers a concrete, data-driven look at one of the most tangible ways stagflation is reshaping household finances and commercial real estate. #Stagflation #RentalMarket #ApartmentRent #RealEstate #REITs #Inflation #CorePCE #Unemployment #EconomicDivergence #ClassA #ClassB #HousingMarket #RentConcessions #PropertyOwners #Tenants #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Stagflation Is Reshaping the Shipping Industry

    Why Stagflation Is Reshaping the Shipping Industry
    Jun 26 2026
    In Episode 75 of Stagflation Conversations, Lucas and Luna explore how high inflation and slow growth are hitting global shipping — with the Strait of Hormuz crisis adding a new layer. They unpack how freight rates have surged since May, why container lines are passing through record fuel costs, and what the UN's pause on an evacuation plan means for supply chains. Drawing on the latest CPI data (core inflation at 3.4%) and the fragile Iran peace deal, they connect 1970s-era stagflation patterns to today's maritime bottlenecks. A focused look at how shipping, the economy's circulatory system, is straining under stagflation. #Shipping #Stagflation #SupplyChain #HormuzStrait #Inflation #FreightRates #Trade #Economics #Logistics #ContainerShips #FuelCosts #BunkerFuel #GlobalTrade #IranDeal #CoreCPI #SlowGrowth #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
  • Stagflation Is Reshaping the Home Renovation Market

    Stagflation Is Reshaping the Home Renovation Market
    Jun 26 2026
    Lucas and Luna explore how stagflation is transforming home renovation. With core inflation hitting 3.4% in May and jobless claims dropping to 215,000, homeowners are pulling back on big remodels but pouring money into energy-efficiency upgrades and DIY repairs. Lucas breaks down cost trends for materials like lumber and copper, while Luna highlights the boom in small-scale projects under $5,000. They discuss how the 2025 housing inventory squeeze and high interest rates are forcing homeowners to stay put and renovate rather than sell. The episode also examines regional shifts, with Sun Belt markets seeing lower renovation spending per project compared to the Northeast. Grounded in current data from June 26, 2026. #Stagflation #HomeRenovation #HousingMarket #Inflation #DIY #Economics #FexingoBusiness #BusinessPodcast #LumberPrices #HomeImprovement #EnergyEfficiency #InterestRates #HousingInventory #SunBelt #Remodeling #CPI #JoblessClaims #Construction Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • How Stagflation Is Reshaping the Geographic Rebalancing of Food Production

    How Stagflation Is Reshaping the Geographic Rebalancing of Food Production
    Jun 25 2026
    As stagflation persists into mid-2026, Lucas and Luna examine a quiet but powerful shift: the geographic rebalancing of food production. With core inflation at 3.4% — the highest since October 2023 — and factory job cuts nearing financial crisis levels, supply chains are shortening and relocating. Lucas traces how high input costs are pushing staple crop production from the Central Valley back into the Midwest, using concrete examples like the 11% drop in San Joaquin Valley rice acreage since 2022. Luna brings in data on Colorado's 15% increase in greenhouse vegetable capacity. The hosts explore what this means for regional economies, food prices, and the Fed's inflation fight. No hot takes — just sharp, specific analysis of a structural trend that's reshaping the American breadbasket. #Stagflation #Economics #FoodProduction #SupplyChains #Inflation #Agriculture #Fed #CPI #LaborMarket #Tariffs #Midwest #CentralValley #FoodPrices #FactoryJobCuts #CoreInflation34Percent #GeographicRebalancing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 mins