Understanding Inflation: What’s Next? with Carlos Alegría and Ed Dowd

Claire V.
June 30, 2026

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Understanding Inflation

What’s Next?

with Carlos Alegría and Ed Dowd

“Americans are getting stronger. Twenty years ago, it took two people to carry ten dollars’ worth of groceries. Today, a five-year-old can do it.”

~ Henny Youngman
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Weekly Solari Report

Understanding Inflation

What’s Next?

June 30, 2026

Carlos Alegría and Ed Dowd of Phinance Technologies highlight many invaluable data-driven insights on the inflation we are currently experiencing.


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6 Comments

  1. This is fantastic, and I want to know how we synthesize this with the notion of the hard bifurcation. I’m going to have to listen to this a few more times!

    1. Hard Bifurcation is why the military budget just increased 50%. Prices can not solve the problem and if you let them try, you will get a lot more inflation!

  2. Great interview! I guess the “behind the scene guys” behind all this economic planning are maybe the elusive “Mr. Global”?

  3. Hi All,
    I’m halfway through the video atm. I need to get this in print before I move on.
    Re inflation, I tend to think of it as more of a 3D problem with the orthogonal axis beginning with groceries etc and then moving onto the major consumer purchases of cars and houses further out along that axis.
    Then the movement of activity outwards has the I/O matrix managing flows between sectors including FIRE and Gov.
    Re early 2020 the velocity of money fell because the money was trapped in the banks and company accounts and took a while to leak out into consumer’s wallets. I’d be interested to hear thoughts on whether it surfaces in real estate prices, because I’m unsure where else it could go.
    Another question is the link between real GDP and KWh per capita. There is a strong link between these, and as far as I can tell KWh per capita peaked around 2005 in the USA, so I’d be interested to hear any thoughts on that, and how that might link to inflation/mV.
    Really great discussion thus far. I’m looking forward to the second half.

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