Inflation and Your Money with Fexingo: Protecting Purchasing Power and Beating Inflation

The Russell 2000 has surged 3.1% in the past week while the S&P 500 barely budged. Lucas and Luna unpack why small-cap stocks are suddenly outperforming their large-cap peers—and what this rotation means for inflation-conscious investors. They examine the Fed's rate pause, the shifting cost-of-capital landscape, and how smaller companies' pricing power is holding up better than expected. Plus: why the 'inflation trade' of 2024–25 has flipped, and what it signals about the broader economy. Tune in for a grounded look at a market shift that could reshape your portfolio.

#SmallCaps #Russell2000 #Inflation #FedRatePause #StockMarket #PortfolioRotation #PricingPower #CostOfCapital #MarketTrends #Investing #Finance #BusinessPodcast #FexingoBusiness #Podcast #LucasAndLuna #PersonalFinance #WealthManagement #EconomicShift

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Episode 48 of Inflation and Your Money with Fexingo explores how the SpaceX IPO is reshaping the inflation-hedging landscape. Hosts Lucas and Luna break down why a company tied to launch services and satellite internet is attracting investors who typically buy gold or TIPS. They connect the IPO to the recent divergence between gold prices and mining stocks, the S&P 500's implicit bet on SpaceX, and what this means for everyday portfolios. Plus, they discuss the record-setting $2 trillion market cap expectations and the retail allocation controversy. A focused look at how one mega-IPO can shift the inflation narrative.

#SpaceX #IPO #InflationHedge #Gold #GDX #GLD #StockMarket #PortfolioStrategy #ElonMusk #RetailInvestor #Nasdaq #S&P500 #Inflation #Finance #Investing #FexingoBusiness #BusinessPodcast #InflationAndYourMoney

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In this episode of Inflation and Your Money, Lucas and Luna look at a surprising trend in the current market: small-cap stocks are outperforming traditional inflation hedges like gold and Treasury Inflation-Protected Securities. With the S&P 500 up only 0.1% over the past week but the Russell 2000 jumping 3.1%, they explore why small caps may be a better bet for protecting purchasing power. They discuss how smaller companies can pass on costs more quickly, the role of domestic focus in insulating them from global supply chain issues, and what this means for investors worried about sticky inflation. You'll learn about the Russell 2000's recent performance, the disconnect between gold and inflation expectations, and why your portfolio might benefit from a tilt toward small caps. No fluff, just actionable insight.

#SmallCaps #Russell2000 #S&P500 #Gold #Inflation #InflationHedge #PurchasingPower #Investing #PortfolioStrategy #AssetAllocation #Finance #Business #FexingoBusiness #BusinessPodcast #InflationAndYourMoney #LucasAndLuna #MarketTrends #ProtectYourMoney

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In Episode 46 of Inflation and Your Money, Lucas and Luna explore how the biggest IPO of 2026 — SpaceX's record-setting $75 billion offering — is changing the way investors think about inflation hedges. With gold sliding to a six-month low even as CPI ticks up, the hosts examine why growth stocks and disruptive IPOs are drawing capital away from traditional safe havens. They break down the mechanics: how a blockbuster IPO sucks liquidity from other assets, why the 10-year breakeven inflation rate has dipped to 2.29%, and what the small-cap Russell 2000's 3.1% weekly gain tells us about where inflation-era money is flowing. Lucas and Luna also share practical takeaways for listeners — including why I-bonds and TIPS still matter despite the IPO frenzy, and how to think about portfolio balance when headline-grabbing offerings tempt everyone to chase returns. No hot takes, just clear analysis.

#SpaceXIPO #InflationHedge #GoldSlump #IPO #BondMarket #SmallCaps #Russell2000 #PurchasingPower #I-Bonds #TIPS #10YearBreakeven #GrowthStocks #InvestingStrategy #PortfolioBalance #Finance #Business #FexingoBusiness #BusinessPodcast

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Gold has slumped to a six-month low even as inflation remains stubbornly above the Fed's target. In this episode, Lucas and Luna unpack the paradox: why the traditional inflation hedge is losing its luster. They explore the role of real interest rates, the rising opportunity cost of holding gold, and how the Fed's rate pause is reshaping investor behavior. With the S&P 500 down 1.2% in the past five days and gold shedding 5.4% over the same period, the hosts discuss whether gold's weakness signals a broader shift in market dynamics — or just a temporary correction. Along the way, they connect the dots between Treasury yields, the dollar, and the changing calculus for commodity investors. If you've been wondering why your gold ETF isn't protecting your portfolio the way it used to, this episode offers a clear, numbers-driven explanation.

#Gold #Inflation #FederalReserve #RealInterestRates #OpportunityCost #Commodities #PreciousMetals #GLD #GDX #PortfolioHedge #TreasuryYields #USDollar #InvestmentStrategy #InflationHedge #MarketParadox #Finance #FexingoBusiness #BusinessPodcast

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Episode 44 of Inflation and Your Money with Fexingo zeroes in on a growing pain lurking in the data: the gap between what inflation is doing and what the Fed is doing. With CPI still at 334 and the Fed Funds rate stuck at 3.65 percent, Lucas and Luna break down why the central bank's pause is hitting savers and borrowers asymmetrically. They discuss how the interest on reserve balances (IORB) may be distorting the real economy, why gold has dropped 5.5 percent in five days despite sticky inflation, and what the 10-year breakeven inflation rate of 2.34 percent actually signals for your portfolio. Using concrete numbers from June 2026, they explain the mechanics of negative real yields, the silent wealth transfer from cash holders to the banking system, and one practical move listeners can make to protect purchasing power without chasing risk. No fluff, no predictions—just a clear-eyed look at where policy and prices are diverging and what that means for your wallet.

#Inflation #FederalReserve #RatePause #PurchasingPower #CPI #RealYields #Gold #BreakevenInflation #Savers #Borrowers #IORB #NegativeRealRates #PortfolioStrategy #TIPS #WealthTransfer #Finance #FexingoBusiness #BusinessPodcast

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Episode 43 of Inflation and Your Money with Fexingo. Lucas and Luna examine how persistent but cooling inflation is reshaping the ETF industry. They discuss the shift from growth to value ETFs, the surge in demand for TIPS and commodity funds, and the recent underperformance of popular fixed-income ETFs. Using current data—S&P 500 down 3.4% in five days, gold decline of 4.3%—they explore why investors are rotating into inflation-focused products. They also touch on how ETF providers are launching new funds tied to real assets and inflation swaps, and what this means for your portfolio. The conversation includes a donation segment supporting ad-free content.

#Inflation #ETF #Finance #Investing #TIPS #Commodities #Gold #S&P500 #RealAssets #PortfolioStrategy #ValueInvesting #FixedIncome #PersonalFinance #FexingoBusiness #BusinessPodcast #InflationHedge #AssetAllocation #MarketRotation

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Episode 42 of Inflation and Your Money with Fexingo digs into why rents are climbing at nearly double the rate of headline CPI. Hosts Lucas and Luna examine the April 2026 CPI data—shelter up 5.2% year-over-year while core CPI sits at 3.1%—and explain the structural forces behind the divergence: multifamily construction delays, zoning bottlenecks, and the lag effect in official statistics. They walk through how landlords are using dynamic pricing software similar to airline ticket models, and why renters in Sun Belt markets are getting hit hardest. Lucas offers one concrete strategy for renters facing renewal: leverage comparable data to negotiate, or consider locking in a longer lease in markets where rent growth is slowing. The episode closes with a look at whether the Fed's rate pause is inadvertently keeping rents elevated by discouraging new building. No fluff—just the numbers and what they mean for your monthly payment.

#RentInflation #CPI #ShelterCosts #Housing #FedPolicy #InflationAndYourMoney #Fexingo #Finance #PersonalFinance #RentNegotiation #SunBelt #Multifamily #Zoning #DynamicPricing #RealEstate #CostOfLiving #BusinessPodcast #FexingoBusiness

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The stock market is sliding, but dividend stocks are getting hit even harder. The Vanguard High Dividend Yield ETF is down more than the S&P 500 over the past week, and gold miners are getting absolutely hammered — the GDX ETF dropped 11.5 percent in five days. Lucas and Luna dig into why income-focused stocks are underperforming in this environment. They break down the mechanics: when the 10-year breakeven inflation rate drops to 2.35 percent and rate-cut expectations get pushed out, the appeal of current dividend yields fades. They look at who gets squeezed hardest — utilities, REITs, and telecoms — and contrast them with companies that can actually grow dividends through inflation, like the big banks and energy firms. Plus, they talk about the one signal that matters most for dividend investors right now: the real yield on the 10-year Treasury. If you own dividend stocks and are wondering why they aren't protecting you the way they used to, this episode explains what shifted.

#DividendStocks #IncomeInvesting #StockMarket #Inflation #FedRatePause #TreasuryYields #RealYield #Utilities #REITs #GoldMiners #GDX #JPMorgan #PortfolioStrategy #FexingoBusiness #BusinessPodcast #Finance #PersonalFinance #InvestmentStrategy

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In this episode of Inflation and Your Money, Lucas and Luna dig into a puzzle that's been rattling markets in June 2026: why gold is down nearly 11% in a week even as CPI and PCE show inflation still running above the Fed's target. They look at the real yield story, the carry trade unwind, and what the sell-off says about investor expectations for rate cuts. Lucas brings a specific chart — the correlation between gold and real rates breaking down over the past month — and Luna presses on whether the 'inflation hedge' narrative for gold is actually broken. If you've been holding gold or mining stocks like GDX, you'll want to hear why the old playbook might not apply right now.

#Gold #Inflation #RealRates #FederalReserve #GDX #GLD #CPI #PCE #CarryTrade #SafeHaven #PortfolioHedge #Finance #Investing #Macro #June2026 #FexingoBusiness #BusinessPodcast #InflationAndYourMoney

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