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Podcast: The Real Investment Show (Full Show)
Episode: 2-5-26 Truflation vs CPI - What Inflation Is Really Doing Today
Description: Is inflation actually cooling—or just being measured differently?
Lance Roberts & Michael Lebowitz break down Truflation’s real-time inflation readings (built from millions of point-of-purchase prices across multiple providers) versus the official CPI/PCE framework, which relies far more on surveys and sampling.
We’ll also address the big caveat: neither CPI/PCE nor Truflation perfectly captures what you feel “in the shops,” because inflation varies by geography, income group, and what you actually buy. The aggregate number can hide the lived experience.
0:00 - INTRO
0:19 - Employment Data Continues to Weaken
4:10 - Finishing up Earnings Season
10:36 - Truflation & Kevin Warsh's Hawkishnes...