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“It Hasn’t Kicked In Yet” — The Inflation Shock Markets Are Missing | Stefan Rust

 

Truflation CEO Stefan Rust joins Chris Perkins to explain why the official inflation story may be dangerously behind the curve — and why markets could be underestimating the next wave of price pressure. Rust says traditional inflation data is too slow for today’s AI-driven, real-time economy, arguing that Truflation can capture price movements far faster than legacy government models. He warns that rising energy costs, fertilizer disruption, supply-chain stress, and food inflation could hit harder than many investors expect — especially outside the U.S. He also breaks down why AI may not be deflationary in the short term, pointing to massive data-center capex, surging demand for energy, skilled labor, cooling systems, transformers, concrete, and infrastructure. Plus, Rust explains how Bitcoin, Ethereum, stablecoins, prediction markets, and agentic AI could reshape inflation, currencies, and the global economy.

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