9-7-26 Is CPI Getting It Wrong - The Oliver Rust Interview

Is 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