About this episode

This episode explores the potential risks of slugflation and stagflation for investors amidst rising geopolitical tensions.

Markets have remained resilient despite rising geopolitical tensions but are investors underestimating the risk of stagflation, or even a more prolonged period of “slugflation”? As the Iran conflict evolves, its impact on inflation and growth could create a more challenging backdrop than markets currently reflect. In this episode of Investment Uncut, we explore with Paul Gibney, LCP investment partner, how these pressures are feeding through into the global economy, what history tells us about stagflation, and what it means for investors, from sector risks to whether markets are too complacent about a sustained low-growth, high-inflation environment aka Slugflation economy.

People in this episode

Host: Lane Clark & Peacock

Guest: Paul Gibney

Topics covered

• slugflation
• stagflation
• geopolitical tensions
• global economy
• investment risks

Keywords

• slugflation
• stagflation
• inflation
• geopolitical tensions
• investment risks
• global economy

Mentioned in this episode

Organizations: LCP

Places: Iran

More episodes of Investment Uncut

• S7 Ep.29: Is the Iran war nearing an end and what it means for energy markets and investors? · April 28, 2026 · 27 min

Explore listener stats, chart rankings, contacts and more on the Investment Uncut podcast page.