Why Everything Feels More Expensive Than Inflation Says It Should

<p><span>Nick explains why he’s generally not worried about a U.S. sovereign debt default, arguing the national debt has been reduced in real terms through “financial repression,” where inflation runs above the government’s interest costs. He challenges headline and core CPI as understating true inflation—especially due to the use of owner’s equivalent rent for housing—and describes his alternative “Pardini CPI” built with the government’s weightings but private-sector data (e.g., apartment rent and Zillow home prices). </span></p><p><br></p><p><span>Join My Substack and Email List: nickpardini.substack.com/</span></p&g…: nickpardini.com</span></p><p>… a Consultation: forms.gle/X4PRyPn2gWjudtBw9</span></p… to Upcoming Tour Locations: eventbrite.com/o/80560975783</span></… Old Money Reading List: nickpardini.substack.com/subscribe</span>…: open.spotify.com/show/3e5cwqQ9Qr2raeqEdjs4JQ&l… with Nick Tour Survey: forms.gle/cFeyBNBcCS6jz5f7A</span></p… Dinner and Events Application: forms.gle/NJhDqSX7N22xuwXJ6</span></p…: nickpardini.com​​​​</span></p><… with Nick Tour Survey: forms.gle/cFeyBNBcCS6jz5f7A</span></p… a Member for Early Releases and Bonus Videos:</span></p><p><span>youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA/j… Questions to askafundmanager@gmail.com</span></p><p><br></p><p><span>Chapters:</span></p><p><span>00:00 Introduction</span></p><p><span>01:52 CPI Headline vs Core</span></p><p><span>03:28 Parini CPI Method</span></p><p><span>04:19 Housing OER Flaw</span></p><p><span>05:48 Compounding Gap Impact</span></p><p><span>07:03 Why Inflation Understated</span></p><p><span>08:36 When Repression Breaks</span></p><p><span>10:47 Proof Not Conspiracy</span></p><p><span>12:27 Incentives To Underreport</span></p><p><span>13:51 Risk Assets And Inflation</span></p><p><span>16:45 How Much Higher Really</span></p><p><span>17:45 Real Risk Social Fabric</span></p><p><span>19:06 Wrap Up Questions</span></p><p><br></p><p><span>Disclaimer:</span></p><p><br></p><p><span>Anything in this channel is for informational and educational purposes only and is not investment advice. All information contained herein is based upon information available to the public. No representation is made that it is accurate or complete. No mention of a particular security, index, derivative, or other instrument on this channel is an offer to buy or sell or a solicitation of an offer to buy or sell the securities mentioned herein, nor does it constitute an opinion of the suitability and appropriateness of investing in any financial instrument. Please consult your investment advisor and do you own research before making any trading or investment decisions. Nothing in this video implies that any returns are guaranteed. Markets are volatile and often unpredictable.</span></p><br/><br/>Advertising Inquiries: <a href='redcircle.com/brands'>https://redcircle… & Opt-Out: <a href='redcircle.com/privacy'>https://redcircl…;