9-7-26 Is Inflation Data Getting It Wrong? - Oliver Rust Interview DESCRIPTION
The Real Investment Show Podcast
Release Date: 09/07/2026
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The Real Investment Show Podcast
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The Real Investment Show Podcast
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The Real Investment Show Podcast
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The Real Investment Show Podcast
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The Real Investment Show Podcast
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info_outlineIs the Consumer Price Index accurately measuring the inflation Americans actually experience?
Lance Roberts talks with Oliver Rust of Truflation about how real-time inflation data can differ from traditional CPI measurements. They examine housing and rent concessions, regional price differences, consumer substitution, the K-shaped economy, housing affordability, and the continuing resilience of consumer spending.
Oliver also explains how Truflation builds its inflation index, where its methodology differs from the Bureau of Labor Statistics, its work with the Federal Reserve, and what its data says about inflation now. Plus, they discuss what could come next as Truflation expands into employment and other economic indicators.
For investors watching inflation, interest rates, housing, and the Federal Reserve, the question is increasingly important: Which inflation data best reflects the economy consumers are actually living in?
0:00 - INTRO
0:55 - What is Wrong with current Inflation/CPI Measurement?
2:46 - The Data Truflation Uses
5:36 - Solving for Interstate Price Variables
6:46 - How is Housing Weighted in Truflation Metric vs BLS & CPI
10:24 - The Concessions in Rental Agreements are not accounted for
15:00 - What is Inflation Doing Now?
16:42 - The Bifurcation in Housing - New Homes vs Existing Home Sales
18:23 - Housing Affordability & K-Shaped Economy
21:17 - Who's Right: CPI or Truflation? (Working with the Fed)
25:51 - The Boskin Commission & Hedonics - What Truflation Does Not Measure
28:40 - Factoring in Substitution by Consumers
30:46 - Effects of FIFA World Cup in U.S.
33:01 - Truflation Expectations for the Future
36:20 - The Resilience of the Consumer - how long will they spend?
38:22 - What if Truflation Had Been Around Back Then...
40:14 - Truflation Plans for Expansion: Employment & Economic Indicators
41:49 - Cross Correlation of data sets is worth reviewing
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Oliver Rust, TruFlation
Produced by Brent Clanton, Executive Producer
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